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 A. Fry - President,

 

John F. McGill, Jr.

Director, DNB First

John F. McGill, Jr.

John F. McGill, Jr. - Director,

 

Bruce A. Rosenfield, Esq.

Partner, Schnader Harrisson Segal & Lewis, LLP

Bruce A. Rosenfield, Esq.

Bruce A. Rosenfield, Esq. - Partner,

 

Advisory Board

J. William Knott

Private Investor

J. William Knott

J. William Knott - Private Investor

 

Lynda M. McFeeley

Senior Vice President & Treasurer, Drexel Morgan & Co.

Lynda M. McFeeley

Lynda M. McFeeley - Senior Vice President & Treasurer,

 

Henry B. Smith

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

Henry B. Smith

Henry B. Smith - Director & Co-Chief Investment Officer,

 

Paul S. Rovner

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

Paul S. Rovner

Paul S. Rovner - Senior Vice President & Chief Financial Officer,

 

Nancy Kneeland

Vice President

Nancy Kneeland

Nancy Kneeland - Vice President

 

Ms. Nancy Kneeland is Vice President of Drexel Morgan & Co. and serves as a member of the firm’s Advisory Board. Serving in a business development role, Nancy focuses on generating awareness and interest in Drexel Morgan & Co.’s core product, the Legacy Portfolio™. Nancy is an avid supporter of many community and charitable organizations throughout the Philadelphia region.

 

Education:

 

-        New York-Presbyterian Brooklyn Methodist Hospital,
         formerly The Noel Bartone School of Radiography, Methodist Hospital

 

Board Affiliations & Professional Memberships:

 

-        Member, Advisory Board, Drexel Morgan & Co. (2014-Present)

-        Member, Show Advisory Committee, Philadelphia Antiques & Art Show (2013-Present)

-        Member, Abrahamson Committee, Hospital of the University of Pennsylvania (2004-Present)

 

Previous Experience:

 

-        Major Gifts Officer, Hospital of University of Pennsylvania (2007-2008)

-        Inclusion Aid, Radnor School District

-        Technical Sales Representative, Eastman Kodak

-        Capital Equipment Sales Representative, Siemens Medical Equipment

-        Technical Sales Representative, Eastman Kodak

-        Supervisor, Department of Radiology at Memorial Sloane Kettering

 

Previous Board Affiliations:

 

-        Co-Chair, Show Advisory Committee, Philadelphia Antiques & Art Show (2016-2017)

-        Member, Women’s Committee, Pennsylvania Museum (2008-2016)

-        Chair, Show Advisory Committee, Philadelphia Antiques & Art Show (2014)

-        Chair, Pennsylvania Hospital Auxiliary (2007-2008)

-        Member, Marketing and Sponsorship Committee, Art Goes to City Hall (2007)

-        Board Member, Philadelphia Antiques & Art Show (2005-2007)

-        Board Member, The Nearly New Shop, Hospital of the University of Pennsylvania (2004-2006)

-        Member, Community Outreach Committee: Taste of Radnor, Radnor Studio 21 (2004-2005)

-        Board Member, Hospitality and Outreach Committee, Radnor Historical Society (2002-2005)

-        Co-President, Parent Teacher Association, Radnor School District (2002-2003)

-        Board Member, Events Coordinator and Secretary, Penn Museum Women’s Committee (2001-2002)

-        President, Band Parent Association, Radnor School District (2000-2002)

 

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.