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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Logan Capital Management, Inc. | Managing Director | Feb 2012 to Present | — |
| Wachovia Dealer Services | Investment Manager | Apr 2004 to Feb 2012 | — |
| Victory Capital Management | Portfolio Manager | Jul 1999 to Mar 2004 | — |
Education
University of Pennsylvania
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 |
| Fixed Income Analyst | Newtown Square, 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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