About

Directors

George W. Connell

President, Drexel Morgan & Co.

George W. Connell

George W. Connell - President

Mr. George Connell is the Founder and a current Director of The Haverford Trust Company, Director of Drexel Morgan Capital Advisers, Inc. and Haverford Financial Services, which are subsidiaries of Drexel Morgan & Co.

George established the Haverford Quality Investing® investment philosophy. The Haverford Trust Company has followed this historically successful and disciplined process since its inception in 1979. George has more than 50 years of investment management experience and serves as a member of the Executive Committees for Drexel Morgan & Co. and The Haverford Trust Company.

Education: 
  • B.S. from the Wharton School,  University of Pennsylvania
Board Affiliations & Professional Memberships: 
  • Trustee and Finance Committee Chairman, Caroline A. Buck Foundation (1991-Present)
  • Hospitality Committee, Devon Horse Show & Country Fair FBO Bryn Mawr Hospital (1995-Present)
  • Trustee Emeritus and Finance Committee Member (current), Morris Arboretum (1974-Present)
  • Trustee, Academy in Manayunk (2002-Present)
  • Finance Committee, Project Home (2013-Present)
  • Board of Overseers, University of Pennsylvania Athletic Association (1994-Present)
Previous Experience: 
  • Founder & Chief Investment Officer, Rittenhouse Financial Services
  • Principal & Chair of the Investment Selection Committee, Drexel & Co.
  • Corporate Research Analyst, J.P. Morgan & Company
  • Investment Manager (2003-2012), WW Smith Foundation
  • Investment Manager (1961-2000), Society of the Holy Child Jesus
  • Investment Manager (1993-2000), Philadelphia Pension Fund
  • Investment Manager (1977-1995), Graduate Hospital Endowment Fund
  • Investment Manager (1983-1990), Rosemont College Endowment Fund
  • Investment Manager (1967-1983), Sisters of the Blessed Sacrament Founded by St. Katherine Drexel
  • Investment Manager (1968-1983), Douty Foundation
  • Investment Manager (1963-1973), University of Pennsylvania Endowment Fund
  • Investment Manager (1973-1982), Drexel University Endowment Fund
Previous Board Affiliations: 
  • Finance Committee Chairman, Northern Home for Children (1961-2006)
  • Finance Committee Chairman and Board Vice Chairman, Historical Society of Pennsylvania (1974-2000)
  • Director and Finance Committee Chairman, National Rolling Mills (1976-2012)
  • Trustee and Finance Committee Chairman, Pennsylvania Academy of Fine Arts (1995-2000)
  • Trustee, Providence Center, A Ministry of the Society of the Holy Child Jesus (1993-Present)

John A. Fry

President, Drexel University

John A. Fry

John F. McGill, Jr.

Director, DNB First

John F. McGill, Jr.

Bruce A. Rosenfield, Esq.

Partner, Schnader Harrisson Segal & Lewis, LLP

Advisory Board

J. William Knott

Private Investor

Lynda M. McFeeley

Senior Vice President & Treasurer, Drexel Morgan & Co.

Henry B. Smith

Director & Co-Chief Investment Officer, The Haverford Trust Company

Paul S. Rovner

Senior Vice President & Chief Financial Officer, Drexel Morgan & Co.

Nancy Kneeland

Consultant

Investment Management

Drexel Morgan & Co.’s standard annual fee for advisory services is as follows:

  • On the first $2,000,000 1.00%
  • On the next $3,000,000 0.75%
  • On the next $5,000,000 0.50%
  • The fee for accounts in excess of $10 million will be negotiated.

Legal Counsel

Stevens & Lee

Morgan, Lewis & Bockius LLP

Preferred Custodian

JPMorgan Chase Bank, N.A.

 

Regulatory Authority

United States Securities and Exchange Commission*

About Us Footnote

*Registration with the United States Securities and Exchange Commission does not imply a certain level of skill or training.