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. 

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

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. 

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.

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.

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.

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. 

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.

Dora Lee serves on the Research Team at Belle Haven Investments as a municipal credit analyst. 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. 

Jesse Brady joined Belle Haven in 2017 and serves on the Research Team. He is responsible for assisting in the surveillance of existing portfolio holdings as well as reviewing prospective investment opportunities. 

Jesse has worked in municipal credit research since 2004, when he began his career with Standard & Poor’s in its Public Finance Department. He has spent time on the buy side at UBS Global Asset Management in New York, serving as its lead Higher Education analyst. He also spent time covering high-grade, not-for-profit hospital and health care systems. 

Mr. Brady is a graduate of Pace University, where he received a Bachelor’s degree in Finance. He went on to receive his MBA from the Pace University Lubin School of Business with a focus in Financial Management. Jesse was a member of the Pace University baseball team.

Jesse resides in Mahopac, New York with his wife, Linda and their two daughters.

Cara Grealy serves on the Portfolio Management Team at Belle Haven Investments. She joined Belle Haven in 2011 and oversees the daily administration of client portfolios and assists with reporting and analytics initiatives. She also supports the operations of the Portfolio Management Team and serves as a liaison between them and the Investor Relations Team.

Cara’s previous experience includes working in the accounting and IT departments at a consulting firm in Westchester County, NY.

Ms. Grealy graduated with a Bachelor of Science degree from Cornell University, where she played for the nationally-ranked women’s lacrosse team and was a member of the Lambda Pi Eta honor society.

Cara resides in New York, New York.

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. 

Matt resides in New York, New York. 

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.

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. 

Daniel currently resides in New York, New York.

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.

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.

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.