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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 uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns. | Investment Committee Member | 2019-11-30 |
CoreStates Capital Advisors LLC
 CoreStates Capital Advisors LLC Investment ManagersFinance CoreStates Capital Advisors provides portfolio management and consulting services to institutional clients as well as investment management, wealth transfer and tax planning services to high net-worth individuals. The firm employs proprietary asset allocation strategies for fund management using state-of-the-art technologies. They focus on the 20 major trends, cycles and developments around the world that they believe drive stock, bond, real estate and commodity prices and the value of the US dollar. CoreStates invests in reasonable priced stocks that they believe will participate in the growth of the world economy. For bonds, they seek high quality and ready liquidity. The firm tends to invest in energy and materials-related assets. CoreStates also invests in real estate-related assets, natural resources and foreign currencies. In addition, they employ long/short and multi-strategy hedge funds when appropriate. | Corporate Officer/Principal | - |
Training of Marvin Ira Kline
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
27
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Logan Capital Management, Inc.
Logan Capital Management, Inc. Investment ManagersFinance Logan Capital uses macroeconomic, fundamental and technical methods of analysis in selecting securities for clients' account. The firm’s range of equity and fixed income strategies focuses on high-conviction investments with strong returns. | Finance |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CoreStates Capital Advisors LLC
CoreStates Capital Advisors LLC Investment ManagersFinance CoreStates Capital Advisors provides portfolio management and consulting services to institutional clients as well as investment management, wealth transfer and tax planning services to high net-worth individuals. The firm employs proprietary asset allocation strategies for fund management using state-of-the-art technologies. They focus on the 20 major trends, cycles and developments around the world that they believe drive stock, bond, real estate and commodity prices and the value of the US dollar. CoreStates invests in reasonable priced stocks that they believe will participate in the growth of the world economy. For bonds, they seek high quality and ready liquidity. The firm tends to invest in energy and materials-related assets. CoreStates also invests in real estate-related assets, natural resources and foreign currencies. In addition, they employ long/short and multi-strategy hedge funds when appropriate. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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