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| OUR TEAM |
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Bruce H. Geller, CFA
Sectors:
Capital Goods, Retail/Apparel
Mr. Geller joined DGHM in 1992
and is Chief Executive Officer and a
Shareholder. He is also a Member of the
firm’s Management Committee and Board of
Directors. Previously, he worked as an Analyst
in the Public Finance Department at Bear,
Stearns & Co., Inc. He is a Summa Cum Laude
graduate of the State University of New York at
Albany, where he received his BS in Business
Administration in 1991. Mr. Geller is currently
Chairman of the Advisory Board for the Center
for Institutional Investment Management (CIIM),
based in Albany, NY. |
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Jeffrey C. Baker,
CFA
Sectors:
Healthcare, Energy
Mr. Baker joined DGHM in 2000 and
is Chief Investment Officer and a Shareholder.
He is also a Member of the firm’s Management
Committee and Board of Directors. From 1998 to
2000, he was a Vice President and Equity Analyst
at Prudential Investments. Previously he worked
as an Analyst at Merrill Lynch Asset
Management. He graduated from Princeton
University in 1988 and received his MBA in 1994
from New York University.
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Timothy G. Dalton, Jr., CFA
Sectors:
Economics, Capital Markets, Basic Materials
Mr. Dalton has been DGHM's
Chairman since 1990, and is a Shareholder.
He is also a Member of the firm’s Management
Committee and Board of Directors. He served as
Chief Investment Officer from 1990 until 2006,
and as Chief Executive Officer from 1990 to
2000. From 1982 to 1990, he was President and
CEO of Dillon, Read Capital Inc. From 1976 until
1982, he was Senior Vice President of
Oppenheimer Capital Corp. and a partner of its
parent, Oppenheimer & Co. At Oppenheimer
Capital, he personally managed substantial
pension account assets and also served as
Director of Research and Co-Chairman of the
firm’s Investment Policy Committee. He
previously served as Senior Vice President and
Director of The Robinson Humphrey Company and as
Managing Partner of Franklin Capital Investors.
He graduated from Northwestern University in
1960, and received an MA in Economics from
Princeton University in 1962. Mr. Dalton is a
former Director of the New York Society of
Security Analysts.
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Peter A. Gulli, CFA
Sectors:
Banks/Thrifts/Financial Services, Consumer
Staples
Mr. Gulli joined DGHM in 1999 and
is a Senior Vice President and a Shareholder.
From 1994 to 1999 he was a Vice President and
Equity Analyst at Chase Manhattan Bank.
Previously, he served as a Financial Analyst in
the Private Bank Financial Management group at
Chase. Mr. Gulli received a BBA in Finance from
the University of Notre Dame in 1992, and an MBA
from New York University in 1999. |
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David
Dusenbury, CFA
Sectors:
Financials, Consumer Durables
Mr. Dusenbury joined DGHM in
2005 and is a Senior Vice President and a
Shareholder. From 2002 to 2005 he was an
Equity Analyst at Dionis Management, a fund
focused solely on financial services
companies. Previously, Mr. Dusenbury worked
in equity research at Credit Suisse First
Boston (1994-2002) and Salomon Brothers
(1991-1994), where he was responsible for
companies in the mortgage finance sector.
From 1988 to 1991 Mr. Dusenbury worked in
the investment consulting group at William
Mercer. He graduated from the University of
Massachusetts in 1988 and received his MBA
in Finance in 1994 from New York University. |
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Joshua
Waltuch
Sectors:
Technology, Telco Services
Mr. Waltuch joined DGHM in 2007
and is a Senior Vice President and a Shareholder.
From 2005 to 2007 he was a Senior Research
Analyst with The Boston Company. Previously, he
worked as an equity analyst at The Dreyfus
Corporation from 1999 to 2005. From 1994 to 1997
he worked as an investment banking financial
analyst, first for PaineWebber and then for
Donaldson Lufkin & Jenrette. He graduated from
Yeshiva University Sy Syms School of Business in
1994 and received an MBA from Columbia Business
School in 1999. |
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Randall F.
Watsek, CFA
Sectors: Quantitative, Consumer Services,
Utilities
Mr. Watsek first joined DGHM in
2002 and is a Senior Vice President and a
Shareholder. From 2006 to 2007 he was a
consultant to DGHM, focusing on quantitative
analysis. From 2002 to 2005 he was a Research
Analyst at DGHM. From 2001 to 2002 he was a
Research Analyst at Kuby-Gottlieb Investments, a
deep-value microcap fund. From 1996 to 2000 he
was a Vice President and Portfolio Manager in
the high-yield syndicated loans group at City
National Bank. Mr. Watsek received an MBA from
the University of Chicago Graduate School of
Business with concentrations in Analytical
Finance and Accounting in 2002 and a BA from
Claremont McKenna College with a dual major in
Economics and History in 1996. |
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Donald S. Porter,
CFA
Sectors:
Business Services, Transportation,
Aerospace/Defense
Mr. Porter joined DGHM in 2005
and is a Vice President and a Shareholder.
Prior to joining DGHM, Mr. Porter was an
Associate for TQA Investors, a Stamford based
multi-strategy hedge fund. He began his career
as a Legislative Correspondent for US
Congressman George Radanovich of California. Mr.
Porter received a BA in Economics from Bucknell
University in 2002. |
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Douglas Chudy,
CFA
Mr. Chudy joined DGHM in 2011 and
is a Vice President. From 2007 to 2011, he
worked at KeyBanc Capital Markets Inc. as a
Senior Equity Research Analyst. Previously, Mr.
Chudy worked in the Media & Telecom Finance
Group at Sumitomo Mitsui Banking Corporation as
an Assistant Vice President from 2003 to 2006.
From 2001 to 2002, he served as an Analyst in
the Investment Banking Division of J.P. Morgan
Chase & Company. Mr. Chudy graduated with a BBA
in Finance from Ohio University in 2001. |
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Kate B. O'Brien
Ms. O’Brien, a Vice
President, Director of Trading, and a
Shareholder, joined DGHM in 2000.
Previously, she worked on the high-yield
trading desk at Bear, Stearns & Co., Inc.
Ms. O’Brien is a graduate of Lafayette
College where she earned a BA in Economics
and Spanish in 1995. |
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Lisa E. Hurst
Ms. Hurst joined DGHM in 2012 and is a Vice
President and Trader. She began her career
at Merrill Lynch as a sales trader, and then
spent four years at Kern Capital. Most
recently she worked at a hedge fund, Goldman
Capital Management. Ms. Hurst earned her
BSBA in Finance from the University of
Arkansas.
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Thomas F. Gibson, CFA, CPA
Mr. Gibson
joined DGHM in 2005 as Chief Financial Officer,
and is a Shareholder. He is also a Member of the
firm’s Management Committee. From 1999 to 2005
he was the Chief Compliance Officer and Chief
Financial Officer of Bingham Legg Advisers LLC.
Previously he worked as a Finance Manager with
Investors Bank & Trust Company. Mr. Gibson
received a BSBA from Suffolk University in 1986,
an MBA from Suffolk University in 1990, and an
MSF in Finance from Bentley College in 1999. |
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Dolores A. Casaletto
Ms.
Casaletto has been with DGHM since 1990 and is
currently a Shareholder and Senior Vice
President in charge of Finance and Human
Resources. From 1984 to 1990 and 1981 to 1984,
she worked in Marketing at Dillon, Read Capital
and Oppenheimer Capital respectively. From 1971
to 1980, she was a Senior Mortgage Consultant in
the Personal Financial Services Division of
Chase Manhattan Bank.
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Erika B. Donalds, CPA
Ms.
Donalds, a Vice President, Controller, and Shareholder, joined DGHM in 2002. She previously
held the positions of Senior Accountant and
Portfolio Administrator at DGHM. Ms. Donalds
graduated Magna Cum Laude from the Florida State
University, where she received a BS in
Accounting. She also holds a Masters of
Accounting from Florida Atlantic University and
is a Certified Public Accountant. |
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Michael S. Dunn
Michael Dunn, a Vice President, Director of
Sales and Marketing, and a Shareholder,
joined DGHM in 2010. Mr. Dunn has more than 24
years’ experience in marketing and client
service. Prior to joining DGHM, Mr. Dunn was the
Director of Client Services at US Global
Investors for three and a half years. He was a
founder of Elijah Asset Management, and the
firm’s COO and Director of Sales. He was Vice
President for several years with Robertson
Stephens & Company. He began his career with
Fidelity Investments, then after relocating to
San Francisco, served for seven years in the
institutional services division of Charles
Schwab. Mr. Dunn graduated from the University
of Massachusetts, Amherst. |
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Erin A. Gilroy
Ms. Gilroy joined DGHM
in March 2011 as a Vice President and is
responsible for Marketing and Client Service.
Prior to joining DGHM she served as a Managing
Director of Institutional Sales at Third Avenue
Management since 2009. Before Third Avenue, she
was a Relationship Manager at Mondiale Partners
and an Assistant Vice President at Stanfield
Capital Partners. Additionally, Ms. Gilroy spent
one year as an Associate at Bear Stearns in the
Financial Analytics and Structured Transactions
Group. She earned her BS in Business and
Economics from Bloomsburg University and her MBA
from the University of Notre Dame. |
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Edward W. Turville, CFA
Sectors: Real
Estate/REITs
Mr. Turville is an
Industry Consultant to DGHM and has been
associated with the firm since 1990. Mr.
Turville's background includes 19 years’
experience in investment research with
securities firms in Dallas, New York,
and Atlanta. From 1984 to 1989, Mr.
Turville was Senior Vice President of
Research at Johnson, Lane, Space, Smith
& Co. Prior to that Mr. Turville was
Vice President of Research at the
Robinson Humphrey Company. Mr. Turville
is a graduate of Rice University with an
advanced degree in Accounting. |
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Kenneth J. Greiner, CFA
Mr. Greiner is DGHM’s Vice
Chairman and a Shareholder. He was Chief
Executive Officer from 2001 to 2006. From 1990
to 2005 he was President. From 1983 to 1990 he
was a Senior Vice President of Dillon, Read
Capital Inc. Previously, he was with the College
Retirement Equities Fund for 11 years, where he
was a Senior Portfolio Manager, Analyst, and
Member of the Investment Committee. From 1968 to
1972, he was associated with Chemical Bank as an
Analyst and Portfolio Manager. He graduated from
Bucknell University in 1967, and received his
MBA from Baruch College in 1969.
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Harry
LeVay
Sector:
Technology
Mr. LeVay has
been a Consultant to DGHM since 1995. He began
his career as an Analyst in the research offices
of Fiduciary Trust Co. of New York and has held
senior analyst positions with Cowen & Co., and
Laird, Inc. He retired from Paine Webber in
1994, at which time he was an Assistant Vice
President. Mr. LeVay received his BS in Finance
and Economics from New York University in 1957
after serving four years in the US Navy. |
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