DiscoverSmart Money CircleSMC: Stephen Lee, Principal, Logan Capital Mgmt $3.8B Assets Under Mgmt
SMC: Stephen Lee, Principal, Logan Capital Mgmt $3.8B Assets Under Mgmt

SMC: Stephen Lee, Principal, Logan Capital Mgmt $3.8B Assets Under Mgmt

Update: 2023-04-05
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Stephen Lee, Principal, Logan Capital Management
with AUM + AUA: $3.8B

Bio:
Stephen is a founding principal of Logan Capital and the firm’s treasurer. As a manager of growth portfolios and the Broad Innovative Growth ETF (NYSE: $LCLG), Stephen plays an active role in the security selection for the firm’s large cap growth and mid-to-large cap growth portfolios. He is also a member of the Fixed Income team. Before founding Logan Capital with his partners in 1993, Stephen was employed at Mercer Capital Management and Merrill Lynch.

Website: https://logancapital.com/team/#stephen-s-lee
Broad Innovative Growth ETF (NYSE: $LCLG)



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SMC: Stephen Lee, Principal, Logan Capital Mgmt $3.8B Assets Under Mgmt

SMC: Stephen Lee, Principal, Logan Capital Mgmt $3.8B Assets Under Mgmt

Adam Sarhan