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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 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. |
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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
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.
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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. 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.
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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.
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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 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. |
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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 2002-2005 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. |
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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.
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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. |
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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.
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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.
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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.
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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 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. |
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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 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.
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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 B.S. in Accounting. She also holds a
Masters of Accounting from Florida Atlantic
University and is a Certified Public Accountant. |
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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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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.
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