Stephen S. Lee

Principal, Portfolio Manager



Stephen S. Lee

American Funds Growth Fund of America

Stephen is a founding principal of Logan Capital and the firm’s treasurer. As a manager of growth portfolios, 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.

He currently serves his community as a member of several investment committees and foundation boards, and is also a trustee of The Gladwyne Montessori School. He is a graduate of Lehigh University with a BS in accounting,



Ticker Fund Name Net Asset ($ M)*
AGTHX American Funds Growth Fund of America $213020 M
LGNGX Logan Capital Large Cap Growth Fund $2461 M


* Net Assets include for all classes



Source - www.franklintempleton.ca

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