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Stephen Lee

Principal at Logan Capital Management Inc.

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Logan Capital Management, Inc.PrincipalDec 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-FounderOct 1993 to Present
Dover Historic PropertiesMarketingJan 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

Skills & Expertise

Public Speaking
Marketing Strategy
Series 7
Business Strategy
Mutual Funds
Securities
Portfolio Management
Social Media
Business Development
Microsoft Office

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
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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