Drexel Morgan & Co. Executive Team

George W. Connell

Mr. Connell is the President and Founder of Drexel Morgan & Co. He established the firm's investment philosophy and created and developed our disciplined investment process. With over 50 years of investment management experience, including leadership positions at both J.P. Morgan and Drexel & Co., Mr. Connell's approach to investment management has demonstrated time and again the long term benefits of selective equity investing. Mr. Connell holds a B.S. from the Wharton School, University of Pennsylvania.

Lynda M. McFeeley

As the Vice President, Treasurer, and Corporate Secretary of Drexel Morgan & Co., Lynda is responsible for overseeing all financial management, planning and investments for the firm. She also serves as a Portfolio Manager for Drexel Morgan’s subsidiary company, The Haverford Trust Company where she develops advisor and client relationships and manages investment portfolios. Lynda brings over 18 years of invaluable financial services industry experience and expertise to her positions with Drexel Morgan & Co. She holds her FINRA Series 7 and 63 licenses and a B.A. from The University of Pennsylvania.

MarieElena V. Ness

Ms. MarieElena Ness is the Chief Compliance Officer and is responsible for administering the compliance policies and procedures of the firm as well as those of Drexel Morgan’s subsidiary company, The Haverford Trust Company and a related investment adviser, Haverford Financial Services. She also serves as Chief Compliance Officer for Haverford Trust Securities, a subsidiary broker-dealer. Mimi holds her FINRA Series 7, 24, 53, 63, and 65 licenses as well as a B.A. from State University of New York College, Oswego and a M.P.A. from Rockefeller College of Public Affairs and Policy.

Raymond J. Keefe, CPA

Ray is chief financial officer at Drexel, Morgan & Co. and manages all corporate finance, accounting and tax functions. Ray has practiced in public accounting for over 35 years, 25 of which operating his own firm. Ray brings extensive experience to the firm via the services provided to a wide variety of his clients, many of which are from the financial services industry. Mr. Keefe holds a B.S. in Accounting from the University of Scranton.

McCabe Capital Managers, Ltd. Executive Team

James Laws McCabe, Ph.D.

James Laws McCabe is President and oversees the portfolio structuring and supervision services of McCabe Capital Managers, Ltd. Prior to forming McCabe Capital Managers, Ltd. in 1982, Jim McCabe was an investment advisor to high net worth individuals. He also served as a Senior International Economist for Chase Econometric Associates, Inc., then a subsidiary of Chase Manhattan Bank. After graduating with distinction in economics from Colby College in 1965 and receiving a doctorate in economics in 1970 from the University of Pennsylvania, Jim served as International Economist for the U.S. Department of State and for The World Bank. He subsequently joined the economics faculty at Yale University where he was also Assistant Director of the Yale Economic Growth Center.

Mark E. McCarron, CFA

Mark McCarron joined McCabe Capital Managers, Ltd., in June 2011. As Chief Investment Strategist, Mark sits on the Investment Committee and designs and directs asset management strategies, manages client portfolios and relationships, as well as oversees the manager research and due diligence process within equity, fixed income and alternative asset classes. Prior to joining McCabe Capital Managers, Mark worked as an investment professional with SEI Investments for 17 years and held a number of different roles within the organization, most recently as Managing Director and Client Investment Strategist for SEI's largest private clients world-wide. Mark joined SEI in 1994 and worked at their U.S. headquarters as an analyst and portfolio manager on their U.S. and International Equity portfolios. In 1999, Mark relocated to London, U.K., as one of three founding members of the London-based investment team. Over the course of the 10 years spent in London, Mark helped to establish the investment approach used to manage both institutional and private client assets and contributed to the growth of SEI's global asset management business. Mark earned his B.S. degree in Finance from the Carroll School of Management, Boston College. He earned the CFA designation in 1999.

McBee “Mac” Butcher, CFP^®

As Vice President and Senior Portfolio Manager at McCabe Capital Managers, Ltd., Mac has 18 years of experience in the financial services sector and a background including investment management, investment banking, venture capital investments, and actuarial consulting. Mac brings extensive investment experience and financial capability to McCabe Capital Managers. Mac holds his Series 7, 63, and 65 securities licenses and a Bachelor's Degree in Mathematics from the University of Pennsylvania. He earned his CFP^® designation in 2012.

The Haverford Trust Company Executive Team

Joseph J. McLaughlin, Jr.

Joseph J. McLaughlin, Jr. is the Haverford Trust Company’s Chairman and CEO. He serves on Haverford Trust’s Board of Directors, is a member of their Executive Committee and a voting member of the Investment Selection Committee. Joe has been with Haverford since 1992 and has worked in the investment industry since 1984. He holds a B. S. from St. Joseph's University and holds his Series 2, 7 and 65 securities licenses. He also serves on the Board of Directors, Greater Philadelphia Chamber of Commerce, the Board of Trustees of the Paoli Memorial Hospital Foundation, the Board of Trustees for the Rosemont School of the Holy Child, the Board of Trustees, Emeritus, of the Philadelphia Orchestra, Chairman of the Board of Visitors at the Haub School of Business, St. Joseph's University, and is President of the St. Joseph's University Accounting Alumni.

Binney H. C. Wietlisbach

Binney H. C.Wietlisbach is the Haverford Trust Company’s President and has been with Haverford since 1992. Binney has worked in the investment industry since 1985. She is a member of the Haverford Trust Company’s Executive Committee, a voting member of the Investment Selection Committee, and serves on the Board of Directors of The Haverford Trust Company. She holds a B.S. from Pennsylvania State University and holds her Series 7, 24, 27, 63 and 65 securities licenses. Binney also serves on the Board of Directors for the Caroline A. Buck Foundation, the Board of Directors for the Children's Hospital of Philadelphia, and the National Board of Advisors for The Baldwin School.

Bruce A. Rosenfield, Esquire

Bruce A. Rosenfield, Esquire, is a member of both the Executive Committee and the Board of Directors of The Haverford Trust Company. He is a partner and chair of the Tax and Wealth Management Department of Schnader Harrison Segal & Lewis LLP, a national law firm. He holds an A.B. from Dartmouth College and a Juris Doctorate from Stanford University.

Edward G. Boehne, Ph.D.

Edward G. Boehne is a member of the Haverford Trust Company’s Board of Directors and serves as Haverford’s Senior Economic Advisor. Ed joined Haverford in 2001. He is the former President, CEO of the Federal Reserve Bank of Philadelphia and a former voting member of the Federal Open Market Committee and he is also a member of several corporations’ board of directors. He holds a B.S., M.B.A, M.A. in Economics and a Ph.D. in Economics from Indiana University. Also active in the community, Boehne serves as a member on the Advisory Committee to the Task Force on Decedants’ Estates Laws to the Pennsylvania Joint State Government Commission. He is also a member of the Federation Endowments Corporation of the Jewish Federation of Greater Philadelphia, serves as Counsel to the Settlement Music School of Philadelphia, and is a Fellow with the American College of Trust and Estate Council.

Henry “Hank” Smith

Henry “Hank” Smith is Vice President, Portfolio Manager and Chief Investment Officer of Equity at The Haverford Trust Company. Hank guides the firm’s efforts to ensure the quality, consistency, and implementation of our Quality Investment philosophy. He has been with Haverford since 1991. Hank is the chairperson and a voting member of the Haverford Trust Company’s Investment Selection Committee, and serves on the Board of Directors of the Haverford Trust Company. Hank holds a B.A. from Franklin & Marshall College, and holds his Series 7, 63 and 65 securities licenses. He is a trustee for the Pennsylvania Academy of the Fine Arts, Franklin & Marshall College, and the Rectory School.

John H. Donaldson, CFA

John Donaldson, Vice-President and Director of Fixed Income, has been with Haverford since 2008. He has over 30 years experience in financial services having worked with fixed income products since 1976. As Director of Fixed Income, John leads the fixed income team and is a voting member of the Investment Selection Committee. He also develops fixed income client relationships and manages their investment portfolios. He holds a B.A. in Economics from the University of Pennsylvania and holds his Series 65 securities licenses. John is a member and a former Board of Directors member & former Chair of the Education Committee of the CFA Society of Philadelphia.

Timothy A. Hoyle, CFA

Timothy A. Hoyle, CFA, Vice President, Research, has been with Haverford since 2003 and in the investment industry since 2000. He leads the Haverford Trust Company’s research team, which provides Haverford and its Investment Selection Committee with quantitative and fundamental research used in making strategic allocation decisions and selecting equity and fixed income securities. Tim is also a voting member of the Investment Selection Committee within Haverford. He holds a B.A. from Drexel University and is a CFA Charter holder. Tim holds his Series 7, 65 and 66 securities licenses and is also a member of the CFA Institute and a member of the CFA Society of Philadelphia.