Al Besse, Principal
Al is a founder and portfolio manager for the firm, and serves as Logan Capital’s President. As a member of the growth equity investment team he is responsible for the firm’s technical analysis effort. Prior to joining Logan Capital, Al was a Vice President at First Fidelity Bank serving as co-manager of the Charitable Equity Fund. During his decade at the bank, he played a key role in the formation and development of First Fidelity’s $2 billion Institutional Funds Management Group. In 1991 he was named as the bank’s Institutional Investment Professional of the Year. Al is a graduate of Haverford College (BA) and The Wharton School of the University of Pennsylvania (MBA).
Stephen S. Lee, Principal
Stephen is a founder, portfolio manager and a member of the growth equity investment team for the firm. A graduate of Lehigh University with a B.S. in accounting, Stephen holds FINRA Series 7, 24, 63 and 65 licenses. Before founding Logan Capital with his partners in 1993, Stephen was previously employed at Mercer Capital Management and Merrill Lynch. His involvement in the community includes serving on several Investment Committees and Foundation Boards. He is also a trustee of The Gladwyne Montessori School.
Dana H. Stewardson, Principal
Dana is a founder, portfolio manager and a member of the growth equity investment team for the firm. Prior to co-founding Logan Capital, he was a portfolio manager with Mercer Capital Management, Edward C. Rorer & Co. and Kidder, Peabody & Co. He serves on the board of The Harriton Association, Bryn Mawr, the investment committee of The Wyck Association, Philadelphia, is a former Parent Director of Trinity College and a past Chair of the Parents Council of The University of Pennsylvania. Dana is a graduate of Ohio Wesleyan University (BA) and is a member of The Financial Analysts of Philadelphia.