ROBERT L. BURCH, III

Investment Committee

Mr. Burch has been a General Partner or Managing Member of the General Partner of A.W. Jones Company since 1983, and a Portfolio Manager since the inception of the multi-manager strategy in June 1984. He assumed the general partner role from Alfred Winslow Jones, who founded the partnership in 1949. From 1977 to 2004, Mr. Burch was also Chairman and Chief Executive Officer of Jonathan Engineered Solutions, a manufacturing company based in Fullerton, California. Prior to that, he was a Partner at Kidder, Peabody & Co. in New York. He is the President of the Burch Family Foundation. Mr. Burch earned a BA from Princeton University and an MBA from Harvard Business School.

ROBERT L. BURCH, IV

Chief Investment
Officer & Managing
Member

Mr. Burch, grandson of Alfred Winslow Jones, has been a Portfolio Manager of A.W. Jones Company and a Managing Member of its General Partner since 2003. His work experience prior to A.W. Jones included management consulting at Booz, Allen & Hamilton and product management at a start-up telecommunications company. Mr. Burch is the Treasurer of the Burch Family Foundation, is a Trustee of the Citizens Budget Commission where he chairs the Investment Committee, and served on the Board of Habitat for Humanity – New York City. He earned his BA in Economics, summa cum laude, from Princeton University (Phi Beta Kappa), MSc with Distinction from the University of Oxford and an MBA from Harvard Business School.

REID R. MILES

Investment Committee

Mr. Miles has over 25 years of experience in investment and operational management. Over the course of his career, he has managed numerous multi-manager hedge fund and private equity portfolios. Mr. Miles is the founder of Miles Howland & Co. LLC, an investment management firm. Prior to that, Mr. Miles was a Partner and Member of the Executive Committee at BV Group, a global alternative asset management firm. Mr. Miles graduated cum laude from Claremont McKenna College. He is currently a Director of CreditSights, Elevation Franchise Ventures and Lumerit Education.

DAVID D. LEVERONI

Managing Director, Head of
Investment Research &
Manager Selection

Mr. Leveroni is the Head of Investment Research & Manager Selection at A.W. Jones. He has over 13 years of investment management experience and a deep background in alternative investments and multi-asset class investing. Over the course of his career, he has managed numerous institutional commingled and customized multi-manager portfolios. Prior to A.W. Jones, Mr. Leveroni worked in the Investment Research Group for a prominent family office, covering alternative investment strategies. Prior to that, he spent 10 years with Permal Group, an industry-leading alternative asset management firm, as an Investment Analyst and Investment Committee Member (2006-2016). Mr. Leveroni earned a BS from Emerson College.

ASHTON M. SMART

Investment Analyst

Ms. Smart is an Investment Analyst at A.W. Jones. She joined the firm in 2017. Smart focuses on investment research and due diligence as well as ongoing monitoring of investment managers. Previously, Smart led business development efforts at a digital marketing firm. She earned her BA in Business Administration, cum laude, from the University of San Diego.

YUNYUN XIAO

Investment Analyst

Ms. Xiao is an Investment Analyst at A.W. Jones. She joined the firm in 2019. Previously, she was an intern at the firm since 2018. Xiao focuses on investment research and due diligence as well as ongoing monitoring of investment managers. She earned a BA with a concentration in Finance from Fordham Gabelli School of Business. She is currently studying for the CFA level 1 and is a CAIA Fundamentals of Alternative Investment Certificate Holder.

AVI J. ROSENBLATT

Chief Financial Officer &
Chief Compliance Officer

Mr. Rosenblatt is the Chief Financial Officer and Chief Compliance Officer at A.W. Jones. Previously, he spent five years managing the fund administration practice at Grassi Fund Administration Services, Inc., including monthly NAV’s, tax matters for clients, and the day-to-day operations of the practice. Prior to Grassi, Mr. Rosenblatt spent seven years at Kaufman Rossin & Co. and four years at Goldstein Golub Kessler LLP (currently known as RSM LLP) as an auditor in its financial services group, focusing on numerous hedge fund structures and strategies. Mr. Rosenblatt is a Certified Public Accountant in the State of New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

CAROL HENSCH

Director

Mrs. Hensch joined A.W. Jones in 2007 and provides operational support for the firm. She has over 40 years of administrative experience; this includes 20 years as an executive assistant for two prominent family offices and 14 years at JP Morgan.