Investment Professionals


 

JAMES (Jim) B. MILES
Portfolio Manager and Principal
22 Years Industry Experience
Equity Owner

Mr. Miles joined HWCM in 1995 and became Principal in 2001. In his role as portfolio manager, Mr. Miles plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Small Cap Value portfolios, represents the Small Cap Value and Mid-Cap Value strategies to current and prospective clients, as well as provides expertise and insight into the consumer and technology sectors. Prior to joining the firm, Mr. Miles was a vice president in corporate finance at BT Securities Corporation, an affiliate of Bankers Trust. He specialized in lending to and arranging debt for highly leveraged companies. Mr. Miles received his BS in Mechanical Engineering and MS in Engineering from Stanford University and MBA from the University of California, Los Angeles. In addition, he is Series 7 and 63 registered.

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