About
Rich Buchwald, CFA, is a Managing Director at Logan Capital Management, Inc., based in Newtown Square (Philadelphia area), Pennsylvania, where he has played a central leadership role for over two decades. He specializes in managing discretionary equity portfolios and has contributed to the firm's flagship strategies, focusing on sectors such as technology, consumer discretionary, and financials, delivering long-term growth and risk-adjusted returns through a fundamentally driven approach.
With more than thirty years of investment management experience, Mr. Buchwald previously served as Managing Director at Berwind Investment Management, L.P. before joining Logan Capital in 2000, further bringing deep expertise in equity strategy and portfolio concentration for both individual and institutional clients. He has co-managed vehicles such as International Dividend ADR and Concentrated Value portfolios, working closely with other senior investment professionals.
Mr. Buchwald holds an MBA in Finance from New York University and a BS in Economics from the Wharton School of the University of Pennsylvania, underscoring his strong academic background and analytical skill set. He is also recognized for holding the Chartered Financial Analyst (CFA) designation, reflecting a high standard of professionalism and ethical responsibility in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Logan Capital Management, Inc. | Managing Director | Aug 2000 to Jan 2014 | Portfolio Manager for both Logan's domestic large cap high dividend value portfolio and Logan's international high divdend yield developed market portfolio. |
| Berwind Investment Management l.p | Managing Director | Aug 1990 to Jul 2000 | — |
Education
New York University
MBA, Finance
1982 — 1984
University of Pennsylvania - The Wharton School
BS, Economics
1976 — 1980
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 | |
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 |
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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