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OUR TEAM Click here for PDF version
 

Barbara M. Kirby

Thomas F. Gibson, CFA, CPA

Erika B. Donalds, CPA

Kate B. Schwartz

Dolores A. Casaletto

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 from the State University of New York at Albany, where he received his B.S. 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 July 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.  From April 1990 until October 2006 he was Chief Investment Officer, and was Chief Executive Officer from April 1990 to December 2000.  From November 1982 to April 1990, he was President and CEO of Dillon, Read Capital Inc.  From 1976 until October 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 M.A. degree in Economics from Princeton University in 1962.  Mr. Dalton is a former Director of the New York Society of Security Analysts.

     

 

Kenneth J. Greiner, CFA
Sectors:  Media/Entertainment/Leisure

Mr. Greiner is DGHM’s Vice-Chairman and a Shareholder.  He was Chief Executive Officer from 2001-2006.  From May 1990 to January 2005 he was President. From June 1983 to April 1990, he was a Senior Vice President of Dillon, Read Capital Inc.  Previously, he was with the College Retirement Equities Fund for eleven 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 M.B.A. from Baruch College in 1969.

     

 

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 the Chase Manhattan Bank.  Previously, he served as a Financial Analyst in the Private Bank Financial Management group at Chase.  Mr. Gulli received a B.B.A. in Finance from the University of Notre Dame in 1992, and a M.B.A. 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 2002-2005 he was an Equity Analyst at Dionis Management, a fund focused solely on financial services companies.  Previously, David 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 David worked in the investment consulting group of 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 Vice President and a Shareholder. From 2005-2007 he was a Senior Research Analyst with The Boston Company. Previously, he worked as an equity analyst at The Dreyfus Corporation from 1999-2005. From 1994-1997 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

Sector:  Quantitative, Consumer Services, Utilities

Mr. Watsek first joined DGHM in 2002 and is a 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 - Portfolio Manager in the high-yield syndicated loans group at City National Bank. Mr. Watsek received an M.B.A. from the University of Chicago Graduate School of Business with concentrations in Analytical Finance and Accounting in 2002 and a B.A. from Claremont McKenna College with a dual major in Economics and History in 1996.

     

 

Donald S. Porter, CFA

Sector:  Business Services, Transportation, Aeorspace/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 U.S. Congressman George Radanovich of California.  Mr. Porter received a B.A. in Economics from Bucknell University in 2002.

     

 

Barbara M. Kirby

Ms. Kirby is Senior Vice President, Head of Trading and a Shareholder of DGHM.  She is responsible for the firm’s trading activities.  Ms. Kirby joined Dillon Read Capital in November 1988 and in February 1989 became a member of the trading department.  She is a member of Trader Forum, an industry organization.

     

 

Kate B. Schwartz
Ms. Schwartz, a Vice President, Trader, and Shareholder joined DGHM in 2000.   Previously, she worked on the High Yield trading desk at Bear, Stearns & Co. Inc.  Ms. Schwartz is a graduate of Lafayette College, where she received a B.A. in Economics and Spanish in 1995.

     

 

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 B.S.B.A from Suffolk University in 1986, an M.B.A from Suffolk University in 1990, and an M.S.F. 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 December 1984 to April 1990 and January 1981 to November 1984, she worked in Marketing at Dillon, Read Capital and Oppenheimer Capital respectively. From July 1971 to December 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 B.S. in Accounting. She also holds a Masters of Accounting from Florida Atlantic University and is a Certified Public Accountant.

     

 

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.

     

 

Harry LeVay

Sectors:  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 B.S. in Finance and Economics from New York University in 1957 after serving four years in the U.S. Navy.