Seasoned Team

WILLIAM C. MILLER, IV, Principal & Portfolio Manager
Principal & Portfolio Manager
Bill holds a B.A. degree from Williams College and an M.B.A. from Harvard Business
School. Mr. Miller has established an outstanding record during his 40-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 and serves as one of the firm’s principal portfolio managers.

JORDAN S. PRESS, Principal & Portfolio Manager
Jordan holds a dual M.B.A. 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. Prior to joining Hartwell he worked for
La Salle Bank N.A. He is a principal and stockholder and functions as one of the firm’s
primary portfolio managers.

WILLIAM D. JONES, Principal & Portfolio Manager
Bill holds an M.B.A. degree from Northwestern and a B.A. in economics from Bucknell
University. Bill has established an outstanding performance record during his 35-year
career as an analyst and investment manager. Bill holds a Certified Financial Analyst
designation. Bill began his investment career at Equitable. Later, he joined Alliance
Capital, where he managed pension and private accounts. Bill joined the firm in 2002
and serves as one of the firm’s principal portfolio managers.

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 and became a Principal in July 2007. He
serves as one of the firm’s principal portfolio managers.

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