David Logan

David Logan serves as a Managing Director and shareholder at Pathstone, based in the Philadelphia Metro – Conshohocken office, having joined the firm through its combination with Mill Creek Capital Advisors LLC in 2026.

He has over 20 years of experience helping families and not-for-profit groups with their investment, estate planning, strategic advice, and family office support. David advises clients on investment policy, develops and implements investment and financial planning recommendations, and works closely with his clients’ other advisors to help meet their goals in a comprehensive and integrated manner.

Previously, David was an Investment Officer assisting high net worth and charitable clients with investment strategy and portfolio construction. He started his career as an analyst supporting that firm’s Chief Investment Officer covering multiple sectors and stocks for the company’s Large Cap Growth Equity portfolio.

David received a B.S. in Finance from Villanova University and is a CFA® charterholder.

David currently serves as the Vice Chair and Treasurer of the Board of Directors of the Independence Foundation. Previously, he served as the Vice Chair of the Board of Trustees of Rosemont College (Rosemont, PA), a Business Advisory Board Member of the School of Business at Villanova University (Villanova, PA) as well as a Business Advisory Board Member of Elwyn Inc.

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