Mr. Estes is responsible for the management of all client portfolios and is the co-portfolio manager of the Rising Dividend Growth Fund. Additionally, Jere is responsible for all equity research for the Firm. Previously, Jere has managed large pools of family trusts most recently as Chief Investment Officer of Bryn Mawr Trust Company and earlier with First Pennsylvania Bank, N.A. He is a Chartered Financial Analyst and a graduate of Gettysburg College with a BA in Economics and holds an MBA from Drexel University.

Began investment career 1967.