Miles Harrell

Vice President

2022 - Current

Advisor

2020 - 2022

Director of Equity Research, Portfolio Manager

2013 - 2020

Responsible for creating an impactful research department by hiring and training analysts, assigning coverage, directing the firm's generation, analysis, and presentation of investment opportunities to CIO, maintaining sell-side relations and generally ensuring the firm’s research efforts are concentrated to maximize value in an environment that promotes thorough analysis, free flow of information, collaboration irrespective of title and strong work ethic. Manage the long-only Dividend Growth Strategy (4 Star Morningstar Rating) consisting of 30-40 equity securities spanning 9 sectors of the market balancing bottom-up value investment principles and top-down macro outlook within the confines of institutional mandates. #1 Dividend SMA in Morningstar Category for Three Year Annualized Return, Inception: 1/2/2015, 15th SMA versus all Morningstar Categories for Three Year Annualized Return. Work to retain and grow the firm’s High Net Worth Individual business by attending client meetings and acting as a point of contact for both current and prospective clients, answering any investment related inquiries or introducing the firm itself in a thoughtful, thorough manner, in-line with the level of investor sophistication. Sit on the firm’s Investment Policy Committee, meet bi-monthly to discuss perspective initiatives, research endeavors, macroeconomic outlook, strategy performance, marketing, compliance, client retention etc.

COO

2020 - 2022

Associate Analyst

2013 - 2013

Worked alongside a small team of analysts that covered the Homebuilding, Semiconductor and Oilfield Services sectors, conducted analysis across the sell-side equity research spectrum Built and updated quantitative valuation models used for analyst recommendations of covered companies within the aforementioned sectors Maintained, analyzed and summarized implications of various ancillary forecasting spreads on weekly basis

Research Internship

2012 - 2012

•Assisted fixed income analyst in creating third party credit ratings for Invesco Unit Trust by extracting company information via Bloomberg and compiling into credit narratives. •Built a high yield ETF consisting of MLPs, REITs and Preferreds issued under the 1940 act. •Conducted correlation analysis to identify potential hedges against investment trusts that were being held in Esposito house account. •Created marketing material for GENCAP, a wholly owned subsidiary of Esposito Private Equity that seeks to provide customers with white-label turnkey ETF creation services.

Internship

2010 - 2010

-Responsible for searching loan documents for liens against properties. -Analyzed exhibits such as balance sheets, cash flow statements and original loan agreements for partners. -Created pleadings indexes for cases by way of perusing documents such as public records and tax returns. -Research prospective clients to create briefings for partners.