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| OUR TEAM |
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Bruce H. Geller, CFA
Sectors: Capital Goods, Retail/Apparel, Steel
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. 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. |
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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. 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.
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, Business Services
Mr. Greiner is DGHM’s
Vice-Chairman. He was Chief Executive
Officer from 2001-2006, and is a Shareholder.
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 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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Adriano Almeida, CFA
Sectors: Autos, Aerospace/Defense, Consumer Durables, Transportation, Utilities,
Telco Services
Mr. Almeida joined DGHM in 2004 and is a Senior
Vice President and a Shareholder. From
1999 to 2004 he was an Equity Analyst at The
Dreyfus Corporation, where he covered the Autos,
Transportation, Telecom Services, and Utilities
sectors. Previously, he worked at Physical
Acoustics Corporation as a Research Engineer. He
received a MS in Aerospace Engineering from
Embry Riddle Aeronautical University in 1994,
and an MBA from Columbia University in 1999.
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David
Dusenbury, CFA
Sectors: Financials
Mr. Dusenbury joined DGHM in 2005
and is a Vice President and 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
Mr. Waltuch joined DGHM in 2007
and is a Vice President and 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
Mr. Watsek first joined DGHM in 2002 and is a
Vice President. 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
Mr. Porter joined DGHM in 2005 as an
Investment Analyst. 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 joined DGHM in 2002 and is
currently the Company’s Controller and a
Shareholder. 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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