Adam T. Logan, CFA

Portfolio Manager
Senior Vice President
  • Adam Logan is a CFA® charterholder
  • Member, Bill Few Associates Investment Policy Committee

Adam joined the firm in 2022 as an equity portfolio manager and has had an extensive career in the financial services industry since 1994. Adam was a senior portfolio manager with BNY Mellon and a member of their multi-factor equity team where he managed all aspects of the team’s institutional equity client portfolios. He was also a financial analyst with Mellon Bank where he evaluated investment opportunities for the corporation. Adam earned a BA from Westminster College and an MBA from the University of Pittsburgh. Adam holds the CFA designation since 2001 and is a member of the CFA society of Pittsburgh and the CFA Institute. 

Adam and his wife, Katie, reside in the South Hills of Pittsburgh with their three children.  

Contact Adam

North Hills Address
107 Mt. Nebo Pointe
Suite 200
Pittsburgh, PA 15237
South Hills Address
740 Washington Road
Mt. Lebanon, PA 15228

For a no-obligation consultation

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