About
Stephen S. Lee is a principal and founding partner at Logan Capital Management, Inc., headquartered in the Philadelphia area. As an integral member of Logan Capital's growth equity investment team, he serves as a portfolio manager, focusing on developing and executing the firm's strategies for mid to large cap growth equities. His key responsibilities include overseeing investment decisions, managing client portfolios, and helping drive the firm’s growth and diversification across asset classes.
Lee specializes in growth equity strategies, primarily targeting mid and large cap U.S. stocks, and has deep expertise in sectors benefiting from technological innovation, including information technology, consumer services, and companies with strong earnings momentum. He also contributes to the firm's broader diversification by supporting value and fixed income portfolios and has been involved in top-performing strategies recognized in the industry.
With over 33 years of experience in the investment advisory field, Lee holds a Bachelor of Science degree in Accounting from Lehigh University. He is known for his measured approach to portfolio management and thought leadership in growth investing, frequently sharing market insights and sector outlooks through industry media and firm commentary.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Logan Capital Management, Inc. | Principal | Dec 1993 to Present | Stephen is a founding partner of Logan Capital Management, Inc. As a Managing Director of the firm he oversees portfolios for institutional and private clients.  During his 20+ years in the investment... | 
| Logan Capital Management, Inc. | Co-Founder | Oct 1993 to Present | — | 
| Dover Historic Properties | Marketing | Jan 1990 to Jan 1991 | — | 
Education
Lehigh University - College of Business and Economics
Bachelor of Science (B.S.), Accounting, Urban Studies
1986 — 1990
The Hill School
Others at Logan Capital Management Inc. (9)
| Name | Role | Location | 
|---|---|---|
| BBill Fitzpatrick | Managing Director and Portfolio Manager | Chicago, IL , United States | 
| Fixed Income Analyst | Newtown Square, PA , United States | |
| JJennifer Rosen | Managing Director | Philadelphia, PA , United States | 
| PPeter Cooke | Managing Director | 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 |