Nicole Robbins is the Head of the Investor Relations Team at Belle Haven Investments. She joined Belle Haven in 2011 and is responsible for overseeing all ongoing client relations and is also involved with the firm’s marketing initiatives.

Nicole’s previous experience includes working as a financial analyst in the IT Application Development department of Jarden Consumer Solutions in Boca Raton, FL.

Ms. Robbins graduated from the University of Rhode Island with a Bachelor of Science in Business Administration with a focus in finance.

Nicole resides in New York, New York.

Ashley serves on the Investor Relations Team at Belle Haven Investments. 

Ashley’s previous experience includes working at Windham Capital Management, an asset management firm in Boston, MA.

Ms. Weir graduated from Bucknell University in Lewisburg, PA with a Bachelor’s degree in Economics and Environmental Studies. 

Ashley currently resides in Ridgefield, CT.

Jaci serves on the Investor Relations team at Belle Haven Investments. She joined the firm in 2017.

Her previous experience includes eight years as an equity sales trader in NYC at both Piper Jaffray & Co. and, most recently, Autonomous Research. 

Ms. Daudt was born and raised in Minnesota, and graduated from the University of MN – Carlson School of Management with a BSB in Finance. 

Jaci resides in New York, New York. 

Greg joined Belle Haven in 2007, originally working on the trading desk before assuming his current role as the Head of Advisory Solutions.  He was made a Partner of the firm in 2012.

Greg's responsibilities include managing the national sales effort of the firm and serving as liaison for Institutions and Advisors who utilize Belle Haven for their fixed income management. He works closely with the Investor Relations Team and our CEO, Matt Dalton, to tend to the needs of Advisors and their clients.

Originally from Marshfield, Massachusetts, Greg earned a Bachelor of Science form the Martin J. Whitman School of Management at Syracuse University in Syracuse, NY.

He currently resides in Cross River, New York with his wife, Teryn, and their two children.

Dan O'Brien is Senior Vice President and the Head of Institutional Development and Consultant Relations at Belle Haven Investments. He has been working in the financial services industry for over 25 years, in positions covering all channels of the retail and Institutional marketplace.

Dan's experience includes working in Fixed Income, Equities and Alternative Investments. He began his career at Lehman Brothers in 1989. He went on to serve as a Managing Director in the Private Wealth Group at John Hancock, a key member of the Alternative Strategies Group at Wells Fargo, and as a Senior Vice President at Nuveen Investments.  

Mr. O'Brien resides in Pound Ridge, New York with his wife, Laura, and their two children.

Kristen Guggeis joined Belle Haven in 2018 as Executive Vice President of the Advisory Solutions Team. 

Kristen brings with her 25 years of client servicing experience. Prior to Belle Haven, Kristen was most recently a Senior Vice President at The Northern Trust Company, Silicon Valley where she led the Bank's initiative to pursue some of the largest and most sophisticated prospects headquartered in North America, with primary responsibility for establishing relationships with these top institutions.  Prior to joining Northern Trust as a Vice President in September 1996, Kristen was Vice President and Relationship Manager at Harris Trust & Savings Bank.  She also worked for Citibank and Norwest Bank prior to 1996.  

During college, Kristen had internships in Paris, France for Cabot Corporation and in Nagoya, Japan.  She received a B.A. in Economics from DePauw University with a minor in Asian Studies.

Kristen is an active member of Silicon Valley groups including Watermark, The Club and Leading Women in Technology.  She is also a member of the public policy and global committees of the Defined Contribution Institutional Investor Association (DCIIA) headquartered in Washington, D.C. and Women Investment Professionals in Chicago, Illinois.

Mark Richman joined Belle Haven in 2018 as Senior Vice President of the Advisory Solutions Team. 

Mark brings with him over 30 years of experience across the muni industry, including sales, retail and institutional trading as well as underwriting. Prior to joining Belle Haven, Mark was most recently a Managing Director of the muni structured finance and high yield group at Piper Jaffray. He began his career at Dain Bosworth in 1987. 

Mr. Richman graduated from the University of Wisconsin, where he was the captain of his wrestling team his junior and senior years. He is also a former president of the National W Club. 

Mark resides in Lake Elmo, Minnesota with his wife and three kids. 

Matt Stevens joined Belle Haven in 2012 as part of the Advisory Solutions Team.

Matt is responsible for managing national marketing initiatives and fostering new relationships for the firm. He works directly with the Advisory Solutions and Investor Relations Teams to tend to the needs of advisors and institutions throughout the United States.

Matt's previous experience includes client service operations at The Royal Bank of Scotland where he worked on the trading floor as a liaison between different desks and served a crucial role in the day-to-day operations of the firm. Prior to starting his career, Matt interned at Belle Haven while he was a college student.

Mr. Stevens is a graduate of St. Joseph’s University where he received his Bachelor's degree in Economics and co-founded the St. Joseph's University Economics Society.

Matt resides in Greenwich, Connecticut with his wife, Claire.

Scott Tallman joined Belle Haven in 2017 as part of the Advisory Solutions Team. Scott is responsible for managing marketing initiatives and fostering new relationships for the firm. He works directly with the Advisory Solutions and Investor Relations Teams to tend to the needs of advisors and institutions throughout the South and Southwest.

Scott’s previous experience includes serving as Regional Sales Director for Capstone Asset Management.

Originally from Lawrence, KS, Scott is a graduate of Kansas State University where he received his Bachelor of Science degree in Business Administration and was a member of the KSU Baseball Team. 

Scott resides in Houston, Texas with his wife, Emily and their two children.

Stan Sattler joined Belle Haven in 2016 as part of the Advisory Solutions Team. 

Stan is responsible for marketing initiatives, fostering new relationships and supporting Greg Morel in his role as the Head of Advisory Solutions. 

His previous experience includes a wealth management role representing ING Financial Advisors. As well as a business development role for Red Ivy Capital, an investment manager whom specializes in equities.

Originally from central New Jersey, Stan earned a bachelor’s of Science from the University of Connecticut’s Business School in Stamford, CT.

Stan currently resides in Stamford, Connecticut. 

Mason joined Belle Haven in 2018 as part of the Advisory Solutions Team. Mason is responsible for marketing initiatives, fostering new relationships and supporting Greg Morel in his role as the Head of Advisory Solutions. 

His previous experience includes a wholesaling role with Legg Mason, partnering with financial advisors in the L.A. Metro area.  He was responsible for the management of relationships in this territory, and specialized in the sale of mutual funds, ETF’s, and separately managed accounts.

Originally from Upstate NY, Mason earned a bachelor’s degree from The State University of NY at Oswego, in Oswego NY.

Mason currently resides in Ridgefield, Connecticut, with his wife and daughter. 

Steve is the Chief Financial Officer of Belle Haven Investments. Steve began his career with Belle Haven Investments at the inception of our Broker/Dealer in 1991 as Assistant Controller. In 1999, he took a position as Controller for a Hedge Fund, Durabo Asset Management, before returning in September of 2001. In 2007, Steve was promoted to his current role of CFO and was made a Partner of the firm in 2009.

Steve is responsible for all financial and security related operations of the firm.

Born and raised in the Bronx; Steve earned a Bachelor of Science in Accounting from Fordham University, where he also was a standout baseball player.

Steve currently resides in Cortland Manor, New York with his wife, Ana, and their three children.

Isaac Mota is the Network Engineer for Belle Haven Investments. He is responsible for the technological and implementation processes of the company. 

Isaac has been working in the Information Technology Industry for over 13 years. His prior experience includes infrastructure development, enterprise systems management, virtualization, MDM and head of software strategy. He came to Belle Haven from CSC Sugar, LLC, a futures commission merchant. 

Mr. Mota received his Bachelors of Science in Systems Engineering from UTESA. Isaac also holds several certificates including the Cisco Certified Network Associate (CCNA), as well as security certifications from the Technical Institute of America and ITLA. 

Isaac resides in Riverdale, New York with his wife, Cinthia, and their son.

Melissa Chaffee joined Belle Haven in 2017 as Vice President of Compliance.

Melissa's previous experience includes being the Deputy Chief Compliance Officer for Commonwealth Opportunity Capital GP LLC, and a Compliance Officer for eight years at Tudor Investment Corporation, in Greenwich, CT. 

Melissa is a graduate of Pace University’s Lubin School of Business where she received her Bachelor's degree in Business Administration.  She also completed her Master’s Degree in Finance from Mercy College.

Melissa resides in Upstate New York with her husband, Wayne, and three children.