Profile
Mr. Marvin I.
Kline, CFA MBA, is a Managing Director at Logan Capital Management, Inc. He is a Value portfolio manager.
He has over 30 years of investment management and investment banking experience.
He is a co-developer and manager of Logan Value domestic portfolios and the Logan International Dividend ADR portfolio.
He was formerly President of Berwind Investment Management, L.P.
In addition, he was a former Senior Vice President with CoreStates Investment Banking.
Mr. Kline is a graduate of Case Western Reserve University (BS) and has an MBA degree from The Wharton School of The University of Pennsylvania.
Former positions of Marvin Ira Kline
| Companies | Position | End |
|---|---|---|
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. | Investment Committee Member | 01/12/2019 |
CoreStates Capital Advisors LLC
 CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Corporate Officer/Principal | - |
Training of Marvin Ira Kline
| Case Western Reserve University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
CoreStates Capital Advisors LLC
CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Finance |
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