Firm Bios

Our investment team averages over 30 years of investment experience.

William D. Jones

Principal & Portfolio Manager: 40 years of industry experience

Bill holds an M.B.A. from Northwestern and a B.A. in economics from Bucknell University. He has established an outstanding performance record during his 38-year career as an analyst and investment manager. Bill holds a Certified Financial Analyst designation. He began his investment career at Equitable. Later, he joined Alliance Bernstein, where he managed pension and private accounts. He joined Hartwell in 2002 and serves as one of the firm’s principal portfolio managers

William C. Miller

Principal & Portfolio Manager: 44 years of industry experience

Bill holds an M.B.A. from Harvard Business School and a B.A. degree from Williams College. Bill has established an outstanding record during his 42-year career as an investment manager. Bill began his investment career at J.P. Morgan. He joined Eberstadt Asset Management as a senior portfolio manager, where he managed over one billion dollars of pension and private accounts. He joined Hartwell in 1984 and serves as one of the firm’s principal portfolio managers.

Jennifer D. Miller

Portfolio Manager: 33 years of industry experience

Jennifer holds an M.B.A. from the University of New York Stern School of Business and a B.S. degree from Lehigh University. Jennifer began her career at Salomon Brothers. Prior to J.M. Hartwell, Jennifer spent 20 years at Simms Capital Management where she also focused on international growth companies. She was the CIO of international equities for the last seven years of her time there. Jennifer is the lead portfolio manager of the International Equity strategy for J.M. Hartwell (no relation to William C. Miller). She serves as an advisor on the BNY Mellon American Depository Receipt (ADR) Index Committee.

Jordan S. Press

Principal & Portfolio Manager: 18 years of industry experience

Jordan holds a dual M.B.A. from Columbia Business School and the London Business School. He graduated from Vanderbilt University in 1995 with a B.A. in Political Science and French. Jordan began his career at La Salle Bank N.A. in Chicago. He joined Hartwell in 1998 and serves as one of the firm’s principal portfolio managers.

Martin A. Tabasso

Marketing Director: 31 years of industry experience

Martin holds an M.B.A. degree in Finance from American University in Rome, a B.S. in Marketing and International Business from New York University Business School and has attended Bocconi University of Milano with a specialization in Finance.  He has enjoyed a long career in sales, advisory and raising assets for institutions and investment advisors.  He began his career at Credit Commercial de France and has since worked for large money center banks including Chase Manhattan, Citibank and BankBoston.  He was most recently Associate Marketing Director for Longacre Fund Management LLC a distressed debt hedge fund.  Martin is fluent in five languages.