Seasoned Team

WILLIAM C. MILLER, IV, Principal & Portfolio Manager
Mr. Miller holds a B.A. degree from Williams College and an M.B.A. from Harvard Business School. Mr. Miller has established an outstanding performance record during his 25-year career as an investment manager. Mr. Miller began his investment career at J.P. Morgan. Later, he joined Eberstadt Asset Management as a senior portfolio manager, where he managed over one billion dollars of pension and private accounts. Mr. Miller joined the firm in 1984.

ADRIAN S. DAWES, Principal & Portfolio Manager
Adrian holds a B.A. degree in Industrial Economics, Accountancy and Insurance from the University of Nottingham, England. Adrian started his investment career with Ivory & Sime PLC, a Scottish based firm of international investment managers, in 1985. He has worked in a variety of research and investment management roles in the USA, Canada and Scotland for Ivory & Sime, and as Head of U.S. Research, and was a member of that firm’s Global Asset Allocation Committee. Adrian joined J.M. Hartwell in 1994.

WILLIAM D. JONES, Principal & Portfolio Manager
Bill holds a BA degree from Bucknell University, and received his MBA from the Kellogg School of Business at Northwestern University. Bill also holds a Certified Financial Analyst (CFA) designation. Bill has been involved in the investment management business for thirty years, first as an analyst and then as a portfolio manager. He began his career as an analyst with the Equitable Life Insurance Society. When Alliance Capital Management acquired the equity department of Equitable in 1993, Bill was selected to become a portfolio manager at Alliance Capital managing growth stock portfolios. Bill joined J.M. Hartwell in 2002.

JORDAN S. PRESS, Principal & Portfolio Manager
Jordan holds a dual MBA from Columbia Business School & the London Business School, he graduated from Vanderbilt University in 1995 with a B.A. in Political Science and French. Jordan joined J.M. Hartwell in 1998. He is lead portfolio manager of the Hartwell Concentrated Growth Portfolio LP. Prior to joining Hartwell he worked for La Salle Bank N.A. & as an analyst / researcher with the U.S. House of Representatives Majority Budget Committee in Washington D.C.

KEVIN P. KELLY, Principal & Portfolio Manager
Kevin holds an M.B.A degree with concentration in finance from the University of Connecticut and a B.A. degree in Political Science from Syracuse University. Kevin worked as an analyst for American Capital Access specializing in fixed income and corporate bond research in New York. Kevin has also served as an investment advisor with Morgan Stanley Dean Witter in San Jose and as a trader at Charles Schwab in Denver. Kevin joined J.M. Hartwell in 2004.

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