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David Kafes

David Kafes

Fixed Income Analyst at Logan Capital Management Inc.

Newtown Square, PA , United States

About

David Kafes, CFA, is a Fixed Income Analyst at Logan Capital Management Inc. based in Newtown Square, Pennsylvania. In his current role, he is focused on research, analysis, and portfolio management for the firm’s fixed income strategies, supporting the investment team in identifying opportunities and managing risk in bond markets.

Kafes specializes in fixed income securities and portfolios, applying his expertise to sectors such as government and corporate bonds, mortgage-backed securities, and related debt instruments. He also contributes to the investment committee, influencing asset allocation decisions and strategic portfolio construction for Logan Capital’s clients.

Prior to Logan Capital, Kafes held positions including Fixed Income Portfolio Manager at Legg Mason, and he has also worked at Franklin Templeton, broadening his experience across major asset management institutions. He is a Chartered Financial Analyst (CFA), underscoring his proficiency in financial analysis, portfolio management, and investment research within fixed income markets.

Career History

OrganizationRoleDate RangeDetails
Logan Capital ManagementFixed Income AnalystJul 2012 to Present
Legg Mason Investment CounselFixed Income Portfolio ManagerJan 1996 to Jan 2012

Education

University of Baltimore

Master of Business Administration (MBA), Finance

1990 1994

University of Maryland College Park

Bachelor of Science (B.S.), Business Administration and Management, General

1984 1988

Others at Logan Capital Management Inc. (9)

NameRoleLocation
B
Bill Fitzpatrick
Managing Director and Portfolio ManagerChicago, IL , United States
J
Jennifer Rosen
Managing DirectorPhiladelphia, PA , United States
P
Peter Cooke
Managing DirectorPA , United States
S
Stephen Lee
PrincipalPhiladelphia, PA , United States
D
Deborah G
Managing DirectorNY , United States
D
Deborah George
MDUnited States
J
John Wright
Managing DirectorPhiladelphia, PA , United States
R
Rich Buchwald
Managing DirectorNewtown Square, PA , United States
S
Sarah Henry
Managing Director, Portfolio ManagerDevon, PA , United States