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)