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OUR TEAM Click here for PDF version
 

 

Kenneth J. Greiner, CFA

Thomas F. Gibson, CFA, CPA

Kate B. O'Brien

Lisa E. Hurst

Michael S. Dunn

Erin Gilroy

Dolores A. Casaletto

Erika B. Donalds, CPA

Harry LeVay

     
 

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.

     

 

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.

 

     
 

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.

     

 

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.

     

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.

     

 

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.

     

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.

     

 

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.

     

 

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.

     

 

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.

     

 

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.

     

 

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.

     

   

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.

     

 

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.

     

 

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.

     

 

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.

     
 

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.

     

 

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.

     

 

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.