Investment Strategy Committee

Lawrence Chimerine, PhD

Dr. Chimerine is former Chairman, Chief Executive and Chief Economist of Chase Econometrics and Chairman and CEO of The WEFA Group. Dr. Chimerine has also served as Manager of US Economic Research and Forecasting of the IBM Corporation, and as Managing Director and Chief Economist at the Economic Strategy Group in Washington, D.C.

Dr. Chimerine has served on numerous governmental advisory boards, including the Economic Policy Board of the Department of Commerce, has given testimony on key economic issues before a number of Congressional committees and is a widely published author.

Dr. Chimerine received a BS in Mathematics from Brooklyn College and a PhD in Economics from Brown University.

Paul J. Isaac

Mr. Isaac is the manager of Arbiter Partners, a long-short hedge fund, and a family office.

Previously, he was the Chief Investment Officer of Cadogan Management, a fund of hedge funds firm, and a General Partner and Management Committee member of Mabon Nugent & Co, a New York broker-dealer.

Mr. Isaac received a BA with Highest Honors in Political Economy from Williams College.

Paul F. Miller, Jr., CFA

Mr. Miller joined Miller Investment Management as a member of our Investment Strategy Committee in 2001. He was a founding partner in the investment management firm of Miller Anderson & Sherrerd from 1969 to his retirement in 1991 and is now a partner of Miller Associates, a private investor group.

Mr. Miller is a trustee emeritus and former Trustee Chairman of the University of Pennsylvania and a retired trustee of the Ford Foundation. He is a past director of the Pew Charitable Trusts, the World Wildlife Fund, the National Center for Public Policy and Higher Education, and the Appalachian Mountain Club. Mr. Miller is also an Honorary Trustee of Colonial Williamsburg, an Honorary Trustee of the Science Center of New Hampshire, and a retired director of Hewlett-Packard Company, Mead Corporation, and Rohm and Haas Company.

Mr. Miller is a CFA charterholder. He received a BS in Economics from the Wharton School of the University of Pennsylvania and honorary degrees from both the University of Pennsylvania and Washington and Lee University.

Roy S. Neff

Mr. Neff joined Miller Investment Management as a member of our Investment Strategy Committee in 2006. Previously, he was a partner of Gamma Capital Advisors Ltd., which managed hedge funds using quantitative strategies, and Gamma Investors, LLC, a private equity investment fund.

In 1981, he co-founded Cooper Neff & Associates, a proprietary options trading firm. After the acquisition of Cooper Neff by BNP Paribas, Mr. Neff served as co-chief executive officer of BNP/Cooper Neff, Inc., a subsidiary of the bank responsible for its derivatives trading business.

Mr. Neff graduated from the Massachusetts Institute of Technology with a BS in Mathematics, and earned an MBA from the Wharton School at the University of Pennsylvania.

Bob R. Peck

Mr. Peck is a Managing Director of FPR Partners, an investment fund focusing on a concentrated portfolio of public stocks with a long-term horizon.

Prior to founding FPR, Mr. Peck was with the Murchison family office and RPM Metropolitan Capital, a company he co-founded, managing a concentrated portfolio of value-oriented U.S. equities and a variety of hedge funds and alternative investments. Mr. Peck also spent eight years with Perot Investments.

Mr. Peck graduated summa cum laude from Princeton University with an AB in History and received an MA in Politics, Philosophy and Economics from Oxford University, where he was a Rhodes Scholar.

Portfolio Management Committee

H. Scott Miller, CFA

Managing Partner

Mr. Miller is the Managing Partner and founder of Miller Investment Management. Previously he was the Founder and Manager of the Private Investor Group of Miller Anderson & Sherrerd. Prior to that, he worked with Goldman, Sachs & Company in its Private Investor and Investment Banking divisions.

He currently is a member of the board of directors of several private companies and of the American Swiss Foundation, and previously served on the boards of several public companies.

Mr. Miller is a CFA charterholder. He earned a BA in Political Economy from Williams College, and an MBA in Finance from the Wharton School at the University of Pennsylvania.

Elwyn "Wyn" Evans, III, CFA

Partner

Mr. Evans joined Miller Investment Management in 1998. He is the lead portfolio manager and serves as Chief Compliance Officer. Previously he worked as a technical consulting engineer with Stone & Webster Engineering Corporation and directed large multi-disciplined engineering teams providing services to clients in the manufacturing, (nuclear) utility, transportation and petrochemical industries.

Mr. Evans has served as trustee and advisor to several family trusts.

Mr. Evans is a CFA charterholder. He earned a BS in Engineering from Tufts University and an MS from the University of Delaware.

Ellen D. Harvey, CFA

Ms. Harvey is a Managing Director and has been involved with Miller Investment Management since 2004. Previously, she worked with Mercantile Bankshares, sixteen years with Miller Anderson & Sherrerd and Morgan Stanley, and the Board of Governors of the Federal Reserve System.

Ms. Harvey chairs the investment committee of the Oak Hill Fund and sits on the investment committee of Main Line Health System.

Ms. Harvey is a CFA charterholder. She earned a BA in Economics from Princeton University and an MA in Economics from George Washington University.

Christopher D. Duke, CFA

Mr. Duke joined Miller Investment Management in 2006 and focuses on portfolio management and research. Previously he spent six years with Deutsche Bank Alex Brown in the Private Wealth Management Division.

Mr. Duke is a CFA charterholder. He earned a BA in Economics and Criminal Justice from the University of Maryland.

David J. Hill

Mr. Hill joined Miller Investment Management in 2015 to assist with portfolio management and research. Previously he spent 3 years with Jefferies in the Investment Bank’s Prime Brokerage Services, and gained experience with investment managers Lord Abbett & Co. and ING Financial Wealth Management.

Mr. Hill earned a BBA in Finance from James Madison University.

Henry S. Miller

Mr. Miller joined Miller Investment Management in 2016 to focus on economic research and assist with portfolio management. Previously, he worked in the entertainment industry for over two decades and was granted membership to both the Writers and Directors Guild of America.

Mr. Miller earned a BA in Economics from Williams College, where he was awarded the Carl Van Duyne Prize in Economics and inducted in the Phi Beta Kappa academic honor society.

Clayton P. Parrett

Mr. Parrett joined Miller Investment Management in 2015 to assist with portfolio management and research and with private growth equity investments. Previously, he gained experience in equity research at Turner Investments.

Mr. Parrett earned a BS from Drexel University.

Jonas Theiler

Mr. Theiler joined Miller Investment Management in 2009 and focuses on analysis and management of private growth equity and real estate investments, and supports investment management. Previously he spent four years with BMW Group in Germany and Switzerland.

Mr. Theiler earned a BA in Business Administration from the University of St.Gallen, Switzerland and an Executive MBA from IE Business School, Spain.

Finance & Administration

Richard D. Rosen, Esq.

Mr. Rosen is the General Counsel of Miller Investment Management and a director and shareholder of Cohen & Grigsby, P.C., where his practice involves sophisticated estate and financial planning for closely held corporations and wealthy individuals, transition planning for family businesses, compensation planning, corporate acquisitions and dispositions, and venture capital investments.

Mr. Rosen has been a co-founder, director and/or officer of a number of businesses in the computer systems engineering and software, leasing, oil and gas drilling and direct mail marketing businesses. He has also been engaged in a number of real estate partnerships, as well as radio broadcasting and beverage distribution. Mr. Rosen spent ten years with public accounting firms, ending as Managing Partner of the Pittsburgh office of Grant Thornton.

Mr. Rosen holds a BA in Economics from Yale University and a JD from Harvard Law School. He is admitted to practice in Pennsylvania and Florida, and before the United States Supreme Court and the United States Tax Court. He is also a fellow of the American College of Trust and Estate Counsel.

Christine M. Dostillio, CPA

Ms. Dostillio joined Miller Investment Management in 2005 as Chief Financial Officer. Previously she spent ten years with Marcum LLP (formerly Margolis & Company, P.C.), managing audit and business advisory engagements for clients in the financial services, manufacturing, wholesale distribution, medical practice and non-profit arenas.

Ms. Dostillio earned a BS in Accounting from Philadelphia University. She is a Certified Public Accountant in the state of Pennsylvania and is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).

Gary O. Patteson

Mr. Patteson re-joined Miller Investment Management in 2014. He previously worked with Miller from 2008 to 2010, following 29 years at Goldman Sachs Group in the US and Japan, and five years at Citibank NA.

Mr. Patteson earned a BA in Political Economy from Williams College and an MBA from Harvard Business School.

Jean “Jeanie” A. Krepfle

Ms. Krepfle joined Miller Investment Management in 2004 and provides comprehensive administrative support for clients. Previously, she worked for 13 years at Morgan Stanley Investment Management (formerly Miller Anderson & Sherrerd), and Merrill Lynch.

Colleen M. Robinson

Ms. Robinson joined Miller Investment Management in 2006 and provides comprehensive administrative support for clients. Previously, she worked six years at Morgan Stanley Investment Management, and 19 years at Wachovia Bank.

Christopher Williams

Mr. Williams joined Miller Investment Management in 2016 and focuses on firm-wide accounting, including public securities portfolios and private growth equity and real estate investment partnerships. Previously, he worked for Citco Fund Services, Blackrock, and SEI Investments in fund accounting and portfolio services.

Mr. Williams earned a BS in Finance from Pennsylvania State University.

Jessica A. Yeich

Ms. Yeich joined Miller Investment Management in 2013 and focuses on accounting and audit firm-wide and for partnerships for private growth capital and real estate investments. Previously, she worked in accounting at Unlimited Technology, Inc. and as a financial analyst at a Philadelphia-based family office.

Ms. Yeich earned a BA in Finance from Simmons College.