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Stephen Subers Lee
Founder at Logan Capital Management, Inc.
Profile
Mr. Stephen S.
Lee is a Principal at Logan Capital Management, Inc. He is a Treasurer and Growth portfolio manager.
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 a member of the Fixed Income team.
He is also a trustee of The Gladwyne Montessori School.
Before founding Logan Capital with his partners in 1993, Mr. Lee 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 a graduate of Lehigh University with a BS in accounting,
Stephen Subers Lee active positions
Companies | Position | Start |
---|---|---|
Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Founder | 1992-12-31 |
Former positions of Stephen Subers Lee
Companies | Position | End |
---|---|---|
Mercer Capital Management Inc
![]() Mercer Capital Management Inc Investment ManagersFinance Mercer Capital Management Inc provides business valuation and financial advisory services. The private company is based in Memphis, TN and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Merrill Lynch Investment Managers, Inc.
![]() Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Corporate Officer/Principal | - |
Training of Stephen Subers Lee
Lehigh University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Finance |
Merrill Lynch Investment Managers, Inc.
![]() Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Mercer Capital Management Inc
![]() Mercer Capital Management Inc Investment ManagersFinance Mercer Capital Management Inc provides business valuation and financial advisory services. The private company is based in Memphis, TN and has subsidiaries in the United States. | Finance |
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