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
Others at Logan Capital Management Inc. (9)
| Name | Role | Location | 
|---|---|---|
| BBill Fitzpatrick | Managing Director and Portfolio Manager | Chicago, IL , United States | 
| JJennifer Rosen | Managing Director | Philadelphia, PA , United States | 
| PPeter Cooke | Managing Director | PA , United States | 
| SStephen Lee | Principal | Philadelphia, PA , United States | 
| DDeborah G | Managing Director | NY , United States | 
| DDeborah George | MD | United States | 
| JJohn Wright | Managing Director | Philadelphia, PA , United States | 
| RRich Buchwald | Managing Director | Newtown Square, PA , United States | 
| SSarah Henry | Managing Director, Portfolio Manager | Devon, PA , United States |