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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Logan Capital Management | Fixed Income Analyst | Jul 2012 to Present | — |
| Legg Mason Investment Counsel | Fixed Income Portfolio Manager | Jan 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
Skills & Expertise
Others at Logan Capital Management Inc. (13)
| Name | Role | Location |
|---|---|---|
 | Principal | PA , United States |
B Bill Fitzpatrick | Managing Director and Portfolio Manager | Chicago, IL , United States |
C Christopher O'Keefe | Lead Portfolio Manager, Logan Dividend Performers and Balanced Strategies | West Chester, PA , United States |
J Jennifer Rosen | Managing Director | Philadelphia, PA , United States |
M Marvin Kline | Managing director | Narberth, PA , United States |
P Peter Cooke | Managing Director | PA , United States |
R Rich Buchwald | MD | Philadelphia, PA , United States |
S Stephen Lee | Principal | Philadelphia, PA , United States |
 | Managing Director and Portfolio Manager | Chicago, IL , United States |
D Deborah G | Managing Director | NY , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Senior Municipal Portfolio Manager | Newsquare Capital LLC | Philadelphia, PA , United States |
M Miguel Biamon | Senior Fixed Income Portfolio Manager | Newsquare Capital LLC | Newtown Square, PA , United States |
G Gerard Mihalick | Partner and Portfolio Manager | Berkshire Asset Management Llc/pa | Scranton, PA , United States |
 | Partner | Berkshire Asset Management Llc/pa | Wilkes-Barre, PA , United States |
W William Henderson | Chief Investment Officer | Valley National Advisers Inc. | Wayne, PA , United States |
