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SH

Sarah Henry

Managing Director, Portfolio Manager at Logan Capital Management Inc.

Devon, PA , United States

About

Sarah J. Henry is Managing Director and Portfolio Manager at Logan Capital Management, Inc., based in Devon, Pennsylvania. In her current role, she leads portfolio management and serves as an equity analyst, with particular involvement in the Logan Dividend Performers Team, overseeing investment strategies and portfolio construction.

Henry has extensive expertise in U.S. equities, focusing on large- and mid-cap companies with a value and dividend-growth orientation. She is frequently featured in financial media offering analysis on consumer, retail, and key market sectors, reflecting her specialization in evaluating companies with resilient business models and consistent dividend performance.

With a long-standing career at Logan Capital and previous experience within the investment management field, Henry is recognized for her disciplined research approach and commitment to client outcomes. Her leadership has contributed to the development of robust dividend and value equity strategies, and she is sought-after for her market insights and commentary regarding sector trends and investor behavior.

Career History

OrganizationRoleDate RangeDetails
Logan Capital Management, Inc.Managing Director, Portfolio ManagerUnknown to Present
Logan Capital Management, Inc.Portfolio Manager and Equity Analyst, Logan Dividend Performers TeamFeb 2019 to Present
Manulife Asset ManagementSenior Research Officer, Sovereign TeamJan 1999 to Jan 2019
John Hancock Financial ServicesDomestic Equity Project Lead, Assistant Investment Systems Analyst, Risk Management DepartmentApr 1997 to Oct 1999

Education

Boston U

Master of Science, Commerce

1997 1998

Vermont

Bachelor of Arts, Economics, English

1990 1994

Skills & Expertise

Leadership
Lean Startup Development
Portfolio Performance Analysis
Multi Channel Retail
Equity Valuation
Capital IQ
Investment Management Industry
Valuation
Microsoft PowerPoint
Portfolio Management
Financial Modeling
Capital Markets
Investments
Bloomberg
Business Development
Asset Allocation
Strategic Planning
Asset Managment
Equities
Mutual Funds
Equity Research
Microsoft Office
Microsoft Word
Entrepreneurship
Microsoft Excel
Asset Management
Financial Analysis
Business Strategy
Due Diligence
Consumer Products
Hedge Funds
Investment Management

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
J
Jennifer Rosen
Managing DirectorPhiladelphia, 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
Showing 1-10 of 13 team members

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