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Jennifer Rosen

Managing Director at Logan Capital Management Inc.

Philadelphia, PA , United States

About

Jennifer Rosen is Managing Director at Logan Capital Management Inc. in Philadelphia, PA, where she oversees client service and relationship management as a key leader on the firm’s executive team. Her responsibilities include advising high net worth individuals and institutional clients and co-leading strategic initiatives to expand the firm's regional presence, primarily servicing clients from the Newtown Square branch.

She focuses on asset management within public markets, with experience in portfolio construction across U.S. equities and fixed income strategies, catering to the needs of private and institutional investors. Her sector expertise and investment approach are rooted in personalized financial planning and disciplined, long-term investment strategies aligned with Logan Capital's philosophy and product suite.

Rosen brings decades of financial services experience, previously holding senior positions at other investment advisory firms prior to joining Logan Capital Management. She is recognized for her contributions to client education, her leadership in fiduciary standards, and her commitment to ethical investment practices. Her professional credentials, sector specialization, and leadership role have made her a trusted advisor and an influential figure in the Philadelphia finance community.

Career History

OrganizationRoleDate RangeDetails
Logan Capital Management, Inc.Managing DirectorFeb 2012 to Present
Wachovia Dealer ServicesInvestment ManagerApr 2004 to Feb 2012
Victory Capital ManagementPortfolio ManagerJul 1999 to Mar 2004

Education

University of Pennsylvania

Skills & Expertise

Leadership
Investments
Marketing
Microsoft Excel
Finance
Strategy
Sales
Business Strategy
Business Development
Investment Management
Alternative Investments
Venture Capital

Others at Logan Capital Management Inc. (13)

NameRoleLocation
Al Besse
Al Besse
PrincipalPA , United States
B
Bill Fitzpatrick
Managing Director and Portfolio ManagerChicago, IL , United States
C
Christopher O'Keefe
Lead Portfolio Manager, Logan Dividend Performers and Balanced StrategiesWest Chester, PA , United States
David Kafes
David Kafes
Fixed Income AnalystNewtown Square, PA , United States
M
Marvin Kline
Managing directorNarberth, PA , United States
P
Peter Cooke
Managing DirectorPA , United States
R
Rich Buchwald
MDPhiladelphia, PA , United States
S
Stephen Lee
PrincipalPhiladelphia, PA , United States
Dan Gruemmer
Dan Gruemmer
Managing Director and Portfolio ManagerChicago, IL , United States
D
Deborah G
Managing DirectorNY , United States
Showing 1-10 of 13 team members

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