Matthew Dalton is the Chief Executive Officer and Chief Investment Officer of Belle Haven Investments. Matt has worked exclusively in the fixed income asset class since 1985.
Matt left the family farm in central Indiana and began his career at Shearson Lehman Brothers in Chicago. There, he rose to Senior Vice President of the Municipal Trading and Sales Department. In 1994, Matt was recruited to Rodman and Renshaw to head their Municipal Bond Department until joining Belle Haven in 1996.
Matt assumed his current position in 2002, utilizing his years of experience in the institutional muni market to launch and guide the firm in the direction of investment management.
Matt is the lead portfolio manager for all of Belle Haven’s strategies. Belle Haven’s SMA strategies have earned recognition and awards from Lipper and PSN Top Guns. Matt has been named the top portfolio manager in the United States by Citywire for his management of the Transamerica Intermediate Municipal mutual fund, an effort which earned the fund a 2016 Lipper Fund Award in Lipper’s Three Years Intermediate Municipal Debt Funds category and a 2018 Lipper Fund Award in Lipper’s Five Years Intermediate Municipal Debt Funds category.
Matt's expert commentary has appeared regularly in such publications as The Wall Street Journal, Debtwire, Reuters, The BondBuyer, and Bloomberg.com.
Matt resides in Katonah, New York with his wife, Chris, and their three children.
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Chief Executive Officer & Chief Investment Officer |
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Portfolio ManagerBrian Steeves serves as a Portfolio Manager at Belle Haven Investments. He joined Belle Haven in 2008 and was named a Partner in 2013. Brian works directly with Matt Dalton as a co-portfolio manager of Belle Haven’s strategies. He is responsible for executing portfolio strategies, portfolio allocations, risk-management and the daily operations of the Portfolio Management Team. These efforts have helped Belle Haven’s SMA strategies earn recognition from Lipper and PSN Top Guns. Along with Matt Dalton, Brian has been named the top portfolio manager in the United States by Citywire for his management of the Transamerica Intermediate Municipal mutual fund. His previous experience includes research at Rhino Asset Management and working with Futures on the floor of the New York Mercantile Exchange. Brian graduated from Rutgers University, Magna Cum Laude, with a Bachelor of Arts in Economics. He was the recipient of the Gerald E. Duguay Memorial Award for Financial Economics and was also a member of Omicron Delta Epsilon, the Honor Society in Economics. Additionally, Brian golfed for the Rutgers University Varsity Golf Team and was named to the Big East Academic All-Star Team. Brian currently resides in LaGrangeville, New York with his wife, Sarah. |
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Portfolio Management & RiskCara Grealy serves on the Investment Team at Belle Haven Investments. She joined Belle Haven in 2011 and was named a Partner in 2017. Cara is responsible for the risk and construction of client portfolios. Additionally, she oversees the reporting and analytics team. |
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Portfolio Management & Investment ResearchMatt Thomas joined Belle Haven Investments in 2012 and serves on the Investment Team. He is responsible for trading corporate bonds and assisting in the management of the firm’s taxable strategies. Matt's previous experience includes trading at Trillium Trading in New York, NY. Mr. Thomas is a graduate of the Kogod School of Business from American University. Matt resides in New York, New York. |
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Director of ResearchDora Lee serves on the Research Team at Belle Haven Investments as the Director of Research. She joined Belle Haven in 2017. Dora started her career at rating agencies – first at Fitch Ratings, then at Moody’s Investors Service. She has also spent time at Brown Brothers Harriman on their municipal research team and at National Public Finance Guarantee on their New Business team. She has credit experience in a variety of sectors including G.O.s, revenue bonds, and development districts. Dora is a graduate of New York University where she earned both her BA and MPA. Dora resides in Briarcliff Manor, New York. |
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Credit ResearchTamara Lowin serves on the Research Team as a senior research analyst. She has worked as a municipal credit analyst since 2003 and joined Belle Haven in 2012. Tamara is responsible for the ongoing surveillance of positions currently held in portfolios, identifying potential opportunities for investment as well ensuring that new purchases meet our standards. Tamara began her career as a Municipal Research Analyst for JP Morgan. She also spent time in the same role for UBS Wealth Management before becoming a Vice President and Senior Research Analyst for Brown Brothers Harriman in New York. There she provided detailed credit-based analyses and recommendations from sectors ranging from G.O.s to High Yield. Tamara is a graduate of the University of Pennsylvania and then went on to earn her MBA at The Wharton School. Tamara resides in Brooklyn, New York with her husband, Dave, and their two children. |
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Credit ResearchMichael Luong serves on the Research Team at Belle Haven Investments, covering taxable corporate issuers. He joined the firm in 2018. Prior to joining Belle Haven, Michael was an investment analyst in the Fixed Income Group at The Vanguard Group covering multiple sectors across financials, industrials, and utilities for the active and passive bond funds since 2008. Michael graduated from Drexel University where he received his Bachelors degree in Finance. |
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Fixed Income TradingDavid Johnston serves on the Investment Team at Belle Haven and is involved with fixed income trading as well as investment research. His background in Institutional Sales gives him a unique position to cover primary issuance for the firm. Beginning his career in 1986 with Glickenhaus & Co, he worked on the Special Situations, Sinking Funds and the Institutional Sales desks. In 1994, David joined Belle Haven in the Institutional Sales Department, prior to the firm’s current structure as an Asset Manager. In 2006, he went to Oppenheimer as a Senior Director before rejoining Belle Haven in 2015. Mr. Johnston is a graduate of Brown University with a Bachelor’s degree in Economics. David resides in Cross River, New York with his wife, Heidi, and their two sons. |
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Fixed Income TradingMax Christiana serves on the Investment Team at Belle Haven Investments. He is responsible for trading in the secondary market. Max’s previous experience includes trading for the Global Markets division of Citizens Bank. Mr. Christiana is a graduate of Boston College with a Bachelor’s degree in Finance, where he was a four-year starter on their varsity golf team. He was also a four-time member of the ACC Academic Honor Roll. Max resides in White Plains, New York. |
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Portfolio AccountingSteven Cheng serves on the Investment Team at Belle Haven Investments. He is responsible for performing daily performance and reconciliation reports for all client portfolios. Prior to joining Belle Haven, Steven’s previous experience was based in transportation leasing services. Mr. Cheng is a graduate from LaSalle University with a Bachelor of Science in Management Information Systems and Finance. Steven resides in Rye, New York with his wife, Tracy. |
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Portfolio OperationsAleksandra Filitsyna serves on the Investment Team at Belle Haven Investments. She is responsible for assisting with the daily reconciliation and administration of client portfolios. |
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Portfolio OperationsJeffrey Anderson serves on the Investment Team at Belle Haven Investments. He is responsible for trading and portfolio operations. Prior to working at Belle Haven, he worked as a research assistant to an independent consultant performing research on the compensation of government employees for the New York City PBA. Jeffrey Anderson is a graduate of St. John’s University with a B.S. in Economics. Jeffrey resides in Brooklyn, New York. |
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Portfolio OperationsDior Derwenskus serves on the Investment Team at Belle Haven Investments. He is responsible for trading operations. Prior to joining Belle Haven, Dior held positions at Berkshire Hathaway Specialty Insurance as a Business Analyst intern and at Ocean View Partners LLC, a high frequency trading firm, as a Research Assistant intern. Originally born in Tokyo and raised in Honolulu, Dior loves the ocean and bodysurfing. He is a graduate of Bentley University with a B.S. in Economics-Finance and a minor in Spanish. Dior currently resides in Stamford, Connecticut. |
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Portfolio OperationsJomae Silverio serves on the Investment Team at Belle Haven Investments. She is responsible for trading operations. Jomae’s previous experience includes working as a Senior Research Analyst at Ipsos, an international market research firm. Ms. Silverio graduated from University of Connecticut with a Bachelor's degree in Political Science and minors in Psychology and History. She resides in Danbury, Connecticut. |
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Head of Software DevelopmentOz Unat is responsible for software development at Belle Haven Investments. Oz's previous experience includes working for AgilOne, a cloud based predictive analytics platform as Director of Engineering. Prior to this, Oz held various positions at Fortune 500 companies including BestBuy and CDW, as well as small startups. Mr. Unat graduated from Anatolian University with a Bachelor of Science in Business Administration. Oz resides in Darien, Connecticut, with his wife, Deniz, and their daughter. |
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Senior Software EngineerDilsat Sagin serves on the Software Development Team at Belle Haven. Dilsat joined Belle Haven in 2018 and is responsible for software implementation, system integration and testing. He holds a Bachelor of Science in Software Engineering and has over 15 years of experience in software development. His prior experience includes several software engineering positions focusing on enterprise data management and analytics. Dilsat resides in Stamford, Connecticut. |
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Chief Operating OfficerLaura Chapman is the Chief Operating Officer and Chief Compliance Officer of Belle Haven Investments. She joined Belle Haven in 2008, originally working on the trading desk and as a Service Team Member before assuming her current role. Laura was made a partner of the firm in 2013. A key member of the firm, Laura is responsible for the daily management and strategic development of internal affairs. She also oversees all regulatory compliance matters, and is assisted by Melissa Chaffee, Melissa Mohn and our external compliance consultants. A native of New Canaan, CT, Laura left New England to earn her degree from the University of Tennessee, where she was a recipient of the Undergraduate Research and Creative Achievement Award. Laura currently resides in Bedford, New York with her husband, Chris. |
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Head of Investor RelationsNicole 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. |
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Vice President, Investor RelationsAshley 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. |
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Vice President, Investor RelationsJaci 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. |
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Head of Advisory SolutionsGreg 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. |
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Head of Institutional Development and Consultant RelationsDan 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 30 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. |
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Executive Vice President, Advisory SolutionsKristen Guggeis joined Belle Haven in 2018 as Executive Vice President of the Advisory Solutions Team. Kristen brings with her 25 years of business development and 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. 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. She currently resides in Los Altos, California with her husband and their 3 children. |
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Senior Vice President, Advisory SolutionsMark 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. |
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Vice President, Advisory SolutionsMatt 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. |
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Vice President, Advisory SolutionsScott 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. |
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Vice President, Advisory SolutionsStan 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. |
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Associate Vice President, Advisory SolutionsMason 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. |
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Chief Financial OfficerSteve 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. |
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Head of ITIsaac 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.
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Vice President, ComplianceMelissa 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. |
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Compliance AssociateMelissa serves on the Compliance Team at Belle Haven Investments. Melissa’s previous experience includes working as an Account Executive at Yelp. Ms. Mohn earned a Bachelor of Science in Business Administration with concentrations in Business Law and Marketing from the Questrom School of Business at Boston University. Melissa currently resides in New York, New York. |