Hellman, Jordan Management - Investment Team

Gerald Reid Jordan - President; Lead Portfolio Manager

Jerry Jordan is the President and Senior Portfolio Manager for Hellman, Jordan Management Co., Inc. He is the lead manager for separate accounts, limited partnerships, and the highly rated Jordan Opportunity Fund. Mr. Jordan joined HJMC in 1996. Previously he was a proprietary trader for Salomon Brothers from 1989 to 1992. He is a graduate of the Harvard College and the Harvard Business School.

Gerald R. Jordan, Jr. - Chairman & Founder; Portfolio Manager, Market Strategy

Mr. Jordan graduated from Harvard College. Following four years of service in the Navy as a Lieutenant, he graduated from The Harvard Business School and began his investment career at Putnam Management Company as a security analyst. While there, he served as investment manager for Putnam's Vista, Equities, Voyager and Option Income Mutual Funds as a Senior Vice President. In 1978 he founded Hellman, Jordan Management Company and currently serves as Chairman and Portfolio Manager, with principal responsibility for market strategy and several of the firm's limited partnerships.

Nicholas Gleysteen, Esq., CFA - Managing Director; Portfolio Manager

Mr. Gleysteen graduated from Syracuse University and received law degrees from New England School of Law and Boston University Law School. Following private law practice, he worked for Coopers & Lybrand until joining Hellman, Jordan in early 1984 as an analyst. He currently serves as Managing Director & Portfolio Manager, and coordinates research efforts at the firm. Mr. Gleysteen is a CFA, in addition to being a non-active CPA.

Susan G. Lynch - Vice President; Director of Operations

Ms. Lynch earned a B.A. in Mathematics from Merrimack College. Upon graduation, she worked for two years in Operations at Bradford Trust Company in Boston. Ms. Lynch joined Hellman, Jordan in 1983 and is a Vice President. She serves as the firm's Chief Compliance Officer and Senior Administrator. Her responsibilities include oversight of all office operations and regulatory compliance.

Richard Frank - Assistant Portfolio Manager; Senior Research Analyst

Mr. Frank graduated from Boston College with a Bachelor of Science degree in Finance and Information Systems in 2002. He began his career as a financial analyst for leasing brokerage Fleetwood Financial Corp. and joined Hellman, Jordan in 2004 as a research analyst. He currently serves as an Assistant Portfolio Manager and Senior Research Analyst, with responsibilities including equity valuation, industry analysis, proxy voting management, and IPO research. Mr. Frank passed Level II of the Chartered Financial Analyst program in 2010 and is currently a Level III candidate.