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ArrowArrow Matt Dalton

Chief Executive Officer & Chief Investment Officer

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 also earned the fund a 2016 Lipper Fund award in Lipper’s Three 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. He holds the Series 7, 24, 79, 53, 99, 63, and 66 Designations.

Matt resides in Pound Ridge, New York with his wife, Chris, and their three children.

For a list of recent commentary by Matt, please click here.

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ArrowArrow Tamara Lowin

Director of Research

Tamara Lowin serves as Belle Haven's lead municipal credit analyst. She has worked as an municipal credit analyst since 2003 and has been with Belle Haven since 2012.

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 and her team are 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. Her experience in many municipal disciplines provides insight to the latest headlines affecting the sector.

Tamara is a graduate of the University of Pennsylvania and then went on to earn her MBA at The Wharton School. She holds the Series 7 and 63 Designations.

Tamara resides in Brooklyn, New York with her husband, Dave, and their two children.

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ArrowArrow Brian Steeves

Portfolio Manager

Brian Steeves serves as a Portfolio Manager at Belle Haven Investments. He joined Belle Haven in 2008 and was named a Partner in 2012.

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.  He currently holds the Series 7, 63 and 53 Designations.

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 Poughkeepsie, New York with his wife, Sarah.

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ArrowArrow Bill Callagy

Portfolio Manager

Bill Callagy is a Portfolio Manager and has been with the firm since 2008.  He works with the portfolio management team in executing the portfolio strategies. In addition, he assists with portfolio analytics and reporting. He currently holds Series 7, 63, 79, 24 and 4 Designations.

Bill’s previous experience includes Financial Analyst positions at IBM and Birinyi Associates, Inc. Prior to starting his career, Bill interned at Belle Haven while he was a college student.

Bill graduated Cum Laude from Fairfield University with a Bachelor of Science in Finance and Economics.

Bill resides in Norwalk, Connecticut with his wife, Nicole, and their two sons.

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ArrowArrow David Johnston

Trader

David Johnston serves on the Portfolio Management Team at Belle Haven as a trader.  His background in Institutional Sales gives him a unique position to cover New Issues 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.  He currently holds FINRA Series 7, 63, 65 and 53 Designations.

Mr. Johnston is a graduate of Brown University with a Bachelors degree in Economics.

David resides in Cross River, New York with his wife, Heidi, and their two sons.

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ArrowArrow Cara Grealy

Assistant Portfolio Manager

Cara Grealy serves on the Portfolio Management Team at Belle Haven Investments. She is responsible for daily reconciliation and administration of client portfolios. 

Cara’s previous experience includes working as a Financial and IT Assistant at a consulting firm in Westchester County, NY.

Ms. Grealy graduated with a Bachelor of Science degree from Cornell University. She holds the Series 7 and 63 Designations.

Cara resides in New York, New York.

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ArrowArrow Matt Thomas

Assistant Portfolio Manager

Matt Thomas joined Belle Haven Investments in 2012 and serves on the Portfolio Management Team. He is responsible for secondary trading. 

Matt's previous experience includes work as a prop trader for Trillium Trading in New York, NY. 

Mr. Thomas is a graduate of the Kogod School of Business from American University. He holds the Series 7, 63 and 4 Designations. 

Matt resides in New York, New York. 

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ArrowArrow Steven Cheng

Trading Analyst

Steven Cheng serves on the Portfolio Management 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.

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ArrowArrow Daniel Carpenter

Trade Operations

Daniel Carpenter serves on the Portfolio Management Team at Belle Haven Investments. He is responsible for trading operations.

Daniel’s previous experience includes working in the Private Wealth Management division of RBC in New York, NY.

Mr. Carpenter is a graduate of Trinity College in Hartford, CT with a Bachelor’s degree in Political Science. He was an NCAA nationally ranked singles player on the Trinity College tennis team. He holds the Series 7 Designation. 

Daniel currently resides in New York, New York.

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ArrowArrow Max Christiana

Trade Operations

Max Christiana serves on the Portfolio Management Team at Belle Haven Investments. He is responsible for trading operations.

Max’s previous experience includes working in 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 a four time member of the ACC Academic Honor Roll.

Max resides in White Plains, New York.

 

 

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ArrowArrow Aleksandra Filitsyna

Analyst

Aleksandra Filitsyna serves on the Portfolio Management Team at Belle Haven Investments. She is responsible for assisting with the daily reconciliation and administration of client portfolios. 

Aleksandra previously spent six years as an assistant trader at Sankaty Capital in Rowayton, CT.

A native of Omsk Russia, Aleksandra completed her Bachelor’s and Master’s degrees in Industrial Engineering at Omsk State Technical University.

She currently resides in Greenwich, CT with her husband, Christian.

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ArrowArrow Jeffrey Anderson

Trade Operations

Jeffrey Anderson serves on the Portfolio Management Team at Belle Haven Investments. He is responsible for trading 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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ArrowArrow Chris Kulis

Trade Operations

Chris Kulis serves on the Portfolio Management Team at Belle Haven Investments. He is responsible for trading operations.

Prior to joining Belle Haven, Chris worked at a sailing school and helped manage a fleet of classic sailboats.

Chris is a graduate of Purdue University with a B.A. in Political Science. 

Chris resides on Long Island, New York. 

 
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ArrowArrow Laura Chapman

Chief Operating Officer

Laura 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 Laurie Manion and our external compliance consultants. Laura holds the Series 7, 63, 79, 99 and 24 Designations.

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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ArrowArrow Nicole Robbins

Head of Investor Relations

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. She holds the Series 7 and 63 Designations.

Nicole resides in New York, New York.

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ArrowArrow Lauren Benjamin

Investor Relations Associate

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

Lauren's previous experience includes working as an Administrative Assistant for Mercedes-Benz in New Rochelle, NY. 

Ms. Benjamin graduated from Mercy College in Dobbs Ferry, NY with a Bachelor of Science in Business Administration focusing on Marketing. 

Lauren resides in Yonkers, New York. 

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ArrowArrow Ashley Weir

Investor Relations Associate

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.

 
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ArrowArrow Greg Morel

Head of Advisory Solutions

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.

Greg holds the Series 7, 63, and 79 Designations. 

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 son.

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ArrowArrow Dan O'Brien

Head of Institutional Development and Consultant Relations

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 holds series 7 & 63 licenses with FINRA.

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

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ArrowArrow Matt Stevens

Vice President, Advisory Solutions

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. He holds the Series 7 and 63 Designations.

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

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ArrowArrow Stan Sattler

Product Specialist

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. 

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ArrowArrow Thomas Byrne

Product Specialist

Tom joined Belle Haven in 2017 as part of the Advisory Solutions Team. He is responsible for supporting sales and marketing initiatives.

Tom’s previous experience includes business development at an IT consulting firm. Prior to that he worked in commercial banking operations at Capital One.

Mr. Byrne is a graduate of Florida State University with a B.S. in Finance.

Tom resides in Stamford, Connecticut.  

 
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ArrowArrow Steve Schum

Chief Financial Officer

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. He currently holds a Series 27 (FINOP) Designation.

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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ArrowArrow Laurie Manion

Compliance

Laurie Manion serves as Belle Haven's Securities Compliance Vice President. She works closely with Laura Chapman to help execute the firm's overall compliance priorities in relation to the rules and regulations of the industry. 

Laurie's previous experience was in the financial industry at Vision Financial Markets. She also brings her legal experience to Belle Haven having previously served as a Law Clerk for Motley Rice, LLC. 

Ms. Manion is a graduate of Trinity College with a Bachelor of Arts and went on to earn her J.D. from the University of Connecticut School of Law. She holds the Series 7, 24 and 63 Designations.  

Laurie resides in New York, New York. 

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ArrowArrow Isaac Mota

Head of IT

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.

 

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ArrowArrow Oz Unat

Head of Software Development

Oz 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.