Logan Capital Management, Inc builds strong financial futures through strategic equity and fixed income investments. Self-described as an investment advisor registered with the Securities and Exchange Commission.

Logan Capital Management, Inc

Ellevest provides investing, financial planning, and wealth management services optimized for women.

Charlie Kroll

Sallie Krawcheck

Ellevest

Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. The company specializes in executing, clearing, and settling trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), metals, and cryptocurrencies. It also custodies and services accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, it offers custody, prime brokerage, securities, and margin lending services. The company serves institutional and individual customers through approximately 150 electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut.

Interactive Brokers Group, Inc.

M1 Finance is a fast-growing American financial services company and personal finance platform. Founded in 2015, the company offers a robo-advisory investment platform with brokerage accounts, digital checking accounts, and lines of credit. It provides an electronic trading platform for the trade of financial assets, margin lending, automatic rebalancing services, automatic dividend reinvestment services, and cash management services including debit cards.

Brian Barnes

M1 Finance

Logan Capital Management, Inc. | 633 followers on LinkedIn. Consistency is Our Promise — and Our Approach | Logan Capital Management is a 100% employee-owned corporation.  Logan Capital’s Partners came together because of a common equity philosophy of growth investing. The firm has carefully added strategies, to balance the business, patiently growing a healthy diversified investment management company.

Managed account representative covering a business development territory covering New England and Mid-Atlantic states.

Joseph Langella, Jr.

M. Elizabeth Fugler

Accomplished Asset Management Executive and Financial Sales Professional

Christopher Travers

Managing Director, Portfolio Manager at Logan Capital Management, Inc.

Dan Gruemmer, CFA

Logan Capital Management, Inc.

Managing Director and Portfolio Manager Sarah Henry joined Reuters TV to discuss earnings season. She highlights how consumer staples companies like P&G face an increasingly cost-conscious consumer.

Christopher O'Keefe, CFA , Managing Director and lead portfolio manager of Dividend Performers, outlines his outlook for 2024. https://lnkd.in/eY_nghY4

Stephen Lee , founder and growth portfolio manager, talks about his outlook for 2024 with a focus on the types of companies we believe will do well in this environment.

In an interview with Reuters, our Managing Director and Lead Portfolio Manager Christopher O'Keefe, CFA shared insights on recent economic data, interest rates, and #inflation . He shared, “I also think inflation behind wages has been a factor. Shop to shop, it is getting a little bit more #expensive to hire people because #wages are just that much higher.” #wageinflation https://lnkd.in/dspgz8HU

Managing Director and Portfolio Manager Bill Fitzpatrick, CFA discussed key inflation data and the start of earnings season in an interview with Reuters TV. He shared, “The earnings growth, the earnings season, everything we hear from the companies, really should be the driver of financial performance over the next few months here. Not the CPI numbers.” #earningsseason Watch the full interview here: https://lnkd.in/eBxThfe7

Ahead of the Q2 earnings season, our Managing Director and Portfolio Manager Sarah Henry was featured in the Wall Street Journal discussing markets and the state of the economy. “The economy really seems impervious to a slowdown,” she shared, as investors brace for what quarterly results and commentary will unveil about the consumer. Read the full article here: https://lnkd.in/evhhx99c

Meta announced a new AI offering in addition to Q1 earnings. Principal Stephen Lee shared his thoughts on the company's willingness to invest in innovative technology. Read the full article! https://lnkd.in/dBsjfZau #innovation

Our Principal, Stephen Lee , recently shared his insights with MarketWatch on how strong economic growth in the U.S. and other factors are influencing oil prices. He shared, “Oil is now more demand-related than [related to conflicts in] the Middle East.” Please note: Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage. The value of commodity-linked derivative instruments may be affected by changes in overall market movements, commodity index volatility, changes in interest rates or factors affecting a particular industry or commodity, such as drought, floods, weather, livestock disease, embargoes, tariffs and international economic, political and regulatory developments. Use of leveraged commodity-linked derivatives creates an opportunity for increased return but, at the same time, creates the possibility for greater loss. All investments involve risk - coins and bullion are no exception. The value of bullion and coins is affected by many economic circumstances, including the current market price of bullion, the perceived scarcity of the coins and other factors. Therefore, because both bullion and coins can go down as well as up in value, investing in them may not be suitable for everyone. Since all investments, including bullion and coins, can decline in value, you should understand them well, and have adequate cash reserves and disposable income before considering a bullion or coin investment. Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices does not account for any fees, commissions or other expenses that would be incurred. Returns do not include reinvested dividends. The Standard & Poor's 500 (S&P 500) Index is a free-float weighted index that tracks the 500 most widely held stocks on the NYSE or NASDAQ and is representative of the stock market in general. It is a market value weighted index with each stock's weight in the index proportionate to its market value. The US Dollar Index (USDX, DXY) is an index (or measure) of the value of the United States dollar relative to a basket of foreign currencies, often referred to as a basket of US trade partners' currencies.

Logan Capital Management has a great entry-level position for a Portfolio Administrator PA) to work on our Administration Team. This person will be responsible for maintaining the quality, accuracy and integrity of client information and data in the various systems we use, and production and distribution of accurate client reports and quarterly statements. The PA will learn to use eMoney, Salesforce and Clearwater Analytics. The PA will also assist the Chief Compliance Officer with Compliance record keeping. The ideal candidate will have these skills: · Is a self-starter who efficiently manages time, goals and capacity · Has excellent verbal and written communication skills · Collaborates effectively to complete projects and meet deadlines · Strong computer skills and knowledge of the Office Suite · Attention to detail and accuracy · Ability and willingness to work overtime as required What will you do? · Transition new accounts by opening and preparing them for trading · Review contracts to determine client reporting requirements · Work with portfolio managers and traders · Maintain relationships with the client’s custodians · Stay abreast of the Fiduciary Rule, and assist Relationship Managers in the use of eMoney to review clients' financial plans · Help train clients on the use of eMoney · Reconcile records with external custodian · Interface with management to provide requested reports as needed · Interface with other staff members to ensure accurate information and reports · Assist with operations process enhancements · Maintain client proxy voting records · Liaise with Wrap Program sponsors · Assist CCO with Compliance record keeping Qualifications: · Ability to work well under pressure · Ability to work with supervision in a team environment · Strong organizational skills and the ability to plan, schedule and execute activities and functions in a timely manner · Ability to manage multiple requests with appropriate prioritization and follow up · Excellent oral/written communication ability · Strong ability with word processing, spreadsheet, database, and accounting software · Education and/or Experience: · Bachelor's degree in an accounting, finance, information systems, or equivalent experience Certificates, Licenses and Registrations: · Advent Back Office Certification a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Stand and/or sit for extended periods of time · Lift boxes up to 40 pounds in weight

Watch this video about accessing a non-US "world" of opportunity with Bill Fitzpatrick, CFA , Managing Director and portfolio manager who focuses on high-dividend strategies both in and outside the US. https://lnkd.in/e4XXxJnX

Metric
Company Name	Logan Capital Management, Inc	Ellevest	Interactive Brokers Group, Inc.	M1 Finance
Symbol			IBKR
MSH ID	COM:LOGANCAPITAL	COM:ELLEVEST	COM:INTERACTIVEBROKERS	COM:M1
Market	PRIVATE	PRIVATE	STOCKS	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services	Financial Services & Finance
Industry	Investment Management	Wealth Management	Financial - Capital Markets	Financial Services
Country	US	US	US
Stage				Series
Employee Count		125	2.95K	251
Website	logancapital.com	ellevest.com	interactivebrokers.com	m1.com
LinkedIn	logan-capital-management-inc.	ellevest	interactive-brokers
Founders

Metric
Market Cap	13.37B
Enterprise Value
Monthly Web Traffic	11.69M	1.24M
Web Traffic Growth	0.23	0.01
Valuation
Raised Capital		150M

Metric
Revenue			7.86B
Revenue (LTM)
Revenue (NTM)
Gross Profit			7.38B
EBITDA			6.68B
Operating Income			6.58B
Net Income			600M
EPS			5.72
Diluted EPS			5.67
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin			1
Operating Profit Margin			0.94
EBITDA Margin			0.85
Net Profit Margin			0.29
Return on Equity			0.19
Return on Assets			0.01
Return on Capital Employed			0.41

LOGA

COM:LOGANCAPITAL

Logan Capital Management, Inc

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio			17.75
P/B Ratio			3.02
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio			8.45
EV Multiple			232.28

Metric
Days Sales Outstanding			3.45K
Days Payables Outstanding			8.87K
Days Inventory Outstanding
Operating Cycle			4.93K
Cash Conversion Cycle			4.93K
Asset Turnover			0.06

Metric
Operating Cash Flow			4.54B
Free Cash Flow			4.50B
Cash Flow to Debt			28.82
Operating Cash Flow/Sales			1.09
Free Cash Flow Yield			0.08

Metric
Cash & Equivalents			67.98B
Accounts Receivable			-5.72B
Inventory
Goodwill
Debt to Capitalization			0.89
Debt to Assets			0.09
Current Ratio			1.11
Quick Ratio			11.54K

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue			0.02
R&D to Revenue
SG&A to Revenue			0.05