Logan Capital Management, Inc.

Al Besse is a financial advisor at Logan Capital Management, Inc. with 32 years of industry experience. He has been with Logan Capital since 1994 and holds a Series 65 designation. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base including high-net-worth individuals, retirement plans, insurance companies, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Christopher Travers is a financial advisor at Logan Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Logan Capital since 2016, as well as prior experience at Quasar Distributors, LLC. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services, combining top-down macroeconomic analysis with fundamental and technical approaches across equity and fixed-income strategies.

Sarah Menkes is a financial advisor with Logan Capital Management, Inc., holding a Series 65 credential and six years of industry experience. She has been with Logan Capital Management since 2019 and previously worked at Manulife Asset Management and John Hancock Funds, Inc. from 1998 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm utilizes a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across equity and fixed-income strategies.

Merton Breisch is a CFA® charterholder with 25 years of industry experience. He has worked at Logan Capital Management, Inc. since 2019 and previously spent 19 years at Manulife Investment Management. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm combines macroeconomic analysis with quantitative screens, fundamental research, and technical analysis to offer a range of equity and fixed-income strategies, along with discretionary and non-discretionary portfolio management and ERISA retirement plan consulting.

Mary Fugler is a financial advisor at Logan Capital Management, Inc. with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Parker Street Securities LLC and Washington Peak Investment Advisors LLC. Outside of her advisory role, she is also active as a Florida real estate sales associate on weekends. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a team of 16 advisors serving around 1,800 clients. The firm employs a combination of top-down macroeconomic analysis alongside fundamental and technical approaches across diverse equity and fixed-income strategies, and also manages the Logan Capital Broad Innovative Growth ETF.

Julie Kelly is a financial advisor at Logan Capital Management, Inc. with 22 years of industry experience. She holds a Series 66 designation and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base that includes high-net-worth individuals, institutional clients, retirement plans, and public funds. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Stephen Lee is a financial advisor at Logan Capital Management, Inc. with 33 years of industry experience. He has held roles at Logan Capital Management since 1994 and at Lcm Partners since 2000. Lee serves as treasurer for The Philadelphia Charity Ball, a nonprofit organization focused on fundraising. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for individual and institutional clients. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

William Fitzpatrick is a CFA® charterholder with seven years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife from 2011 to 2019. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, utilizing a combination of top-down macroeconomic analysis and fundamental and technical approaches across various equity and fixed-income strategies.

Jennifer Rosen is a financial advisor at Logan Capital Management, Inc. with 12 years of industry experience. She holds a Series 65 designation and has been with Logan Capital Management since 2012. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, and institutional investors. The firm employs a combination of macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Christopher O'Keefe is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Logan Capital Management, Inc. since 2019 and previously spent 18 years at Manulife/John Hancock. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, retirement plans, and institutional investors. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screens, fundamental research, and technical analysis across various equity and fixed-income strategies.

Christopher Ouimet is a CFA® charterholder with five years of industry experience. He has been with Logan Capital Management, Inc. since 2019 and previously worked at Manulife/John Hancock from 2011 to 2019. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutions, retirement plans, and public funds. The firm integrates macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across multiple equity and fixed-income strategies.

Peter Cooke is a financial advisor at Logan Capital Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Logan Capital Management since 2009. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a 16-advisor team serving about 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, including management of the Logan Capital Broad Innovative Growth ETF, using a blend of top-down macroeconomic analysis and fundamental and technical methods across various equity and fixed-income strategies.

Dana Stewardson is a financial advisor at Logan Capital Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Logan Capital since 1994, following a 15-year tenure at VFinance Investments, Inc. Stewardson serves on the boards of several nonprofits focused on historic house museums and gardens, including The Wyck Association and The Harriton Association. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion for about 1,800 clients across a 16-advisor team. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, using a combination of top-down macroeconomic analysis and fundamental and technical research across diverse equity and fixed-income strategies.

Richard Buchwald is a CFA® charterholder and holds a Series 65 license with 25 years of experience in the financial services industry. He has been with Logan Capital Management, Inc. since 2000. Logan Capital Management is an SEC-registered investment adviser managing approximately $3.1 billion in assets with a team of 16 advisors serving around 1,800 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and sub-advisory services, and is adviser to the Logan Capital Broad Innovative Growth ETF. Its investment approach integrates top-down macroeconomic analysis with fundamental and technical methods across various equity and fixed-income strategies, employing model portfolios with defined buy/sell disciplines and periodic rebalancing.

Joseph Langella Jr. is a financial advisor with Logan Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Logan Capital Management since 2015 and has also worked with Quasar Distributors, LLC and Glenmede Funds/Philadelphia International Advisors since 2004. Logan Capital Management is an SEC-registered adviser managing approximately $2.73 billion for a diverse client base, including high-net-worth individuals, institutional clients, and public funds. The firm employs a combination of top-down macroeconomic analysis, proprietary quantitative screening, fundamental research, and technical analysis across various equity and fixed-income strategies.