Matt Dalton

Matthew Dalton is the Chief Executive Officer and Chief Investment Officer of Belle Haven Investments. Matt has worked exclusively in the fixed income asset class since 1985.

Matt left the family farm in central Indiana and began his career at Shearson Lehman Brothers in Chicago. There, he rose to Senior Vice President of the Municipal Trading and Sales Department. In 1994, Matt was recruited to Rodman and Renshaw to head their Municipal Bond Department until joining Belle Haven in 1996.

Matt assumed his current position in 2002, utilizing his years of experience in the institutional muni market to launch and guide the firm in the direction of investment management.

Matt is the lead portfolio manager for all of Belle Haven’s strategies. Belle Haven’s SMA strategies have earned recognition and awards from Lipper and PSN Top Guns. Matt has been named the top portfolio manager in the United States by Citywire for his management of the Transamerica Intermediate Municipal mutual fund, an effort which earned the fund a 2016 Lipper Fund Award in Lipper’s Three Years Intermediate Municipal Debt Funds category and a 2018 Lipper Fund Award in Lipper’s Five Years Intermediate Municipal Debt Funds category.

Matt's expert commentary has appeared regularly in such publications as The Wall Street Journal, Debtwire, Reuters, The BondBuyer, and Bloomberg.com.

Matt resides in Katonah, New York with his wife, Chris, and their three children.

Laura Chapman

Laura Chapman is the Chief Operating Officer of Belle Haven Investments. She joined Belle Haven in 2008, originally working on the trading desk and as a Service Team Member before assuming her current role. Laura was made a partner of the firm in 2013.

A key member of the firm, Laura is responsible for the daily management and strategic development of the firm.

A native of New Canaan, CT, Laura left New England to earn her degree from the University of Tennessee, where she was a recipient of the Undergraduate Research and Creative Achievement Award.

Laura currently resides in Bedford, New York.

Melissa Chaffee

Michael Menna

Michael Menna joined Belle Haven in 2020 as the Firm’s Controller and was promoted to CFO in 2023. 

Michael began his career in public accounting where he worked for four years as an auditor. Prior to arriving at Belle Haven, he spent eight years at King Street Capital Management, LP as the Assistant Controller of the Management Company group.

Michael attended Muhlenberg College in Allentown, Pennsylvania where he received a Bachelor of Arts in Accounting and Economics and is a licensed CPA in the state of New York.

Steve Schum

Cara Grealy

Cara launched her career in the industry upon joining Belle Haven in 2011 as an associate. She has been a member of the Investment Team since that time, and was named a Partner in 2017. She worked her way through various roles over the years, using the accumulated knowledge as a stepping-stone to her present position as a Portfolio Manager. Her current responsibilities focus on risk and portfolio construction, and overseeing the reporting and analytics team. Throughout her tenure, Cara has leveraged her deep knowledge of the Firm’s internal systems and macro view of the Firm’s investment process to provide the team a unique leadership perspective.

Cara’s previous experience includes working in the accounting and IT departments at a consulting firm in Westchester County, NY. Ms. Grealy graduated with a Bachelor of Science degree from Cornell University, where she played for the nationally-ranked women’s lacrosse team and was a member of the Lambda Pi Eta honor society.

Cara resides in New York, New York.

Nicole Robbins

Nicole Robbins is the Director of Marketing at Belle Haven Investments. She joined Belle Haven in 2011 and was named a Partner in 2018. She is responsible for setting the Firm’s marketing initiatives including brand management and communications, marketing material design, digital marketing and social media, content management, among other areas of focus. Prior to becoming the Director of Marketing in 2022, Nicole was the Head of Investor Relations Team where she oversaw all ongoing client relations.

Ms. Robbins graduated from the University of Rhode Island with a Bachelor of Science in Business Administration with a major in finance.

Nicole resides in New York, New York with her husband and son.

Matt Thomas

Matt Thomas joined Belle Haven Investments in 2012 and was named a Partner in 2022. Matt serves on the Investment Team as the lead taxable portfolio manager for the taxable municipal and corporate asset classes. In his role, Matt is responsible for idea generation and portfolio construction, where he drives researched-backed recommendations across the credit curve. Matt also has prior experience running the Firm’s proprietary bond offering system, which has led to his accumulated knowledge and understanding of the market as a portfolio manager today.

Matt's previous experience includes trading at Trillium Trading in New York, NY. Mr. Thomas is a graduate of the Kogod School of Business from American University.

Matt resides in New York, New York.

Max Christiana

Max joined Belle Haven in 2016 as an associate, and was a trader for several years until his promotion to Portfolio Manager. He was named a Partner in 2023. Max gained extensive trading insight and intuition while running the Firm’s proprietary bond offering system, Hydra. Through his experience, Max has developed a keen sense of trading, valuation, and municipal market dynamics that have contributed to his growth and success as a Portfolio Manager. Max began his career in trading operations and throughout his tenure, has cultivated an innate understanding of the Firm’s core values and investment philosophy.

Max’s previous experience includes trading for the Global Markets division of Citizens Bank. Mr. Christiana is a graduate of Boston College with a Bachelor’s degree in Finance, where he was a four-year starter on their varsity golf team. He was also a four-time member of the ACC Academic Honor Roll.

Max resides in New York, New York.

Dora Lee

Stan Sattler

Stan Sattler is the Director of Investment Solutions at Belle Haven Investments. He joined Belle Haven in 2016 and was named a Partner in 2023. Stan is responsible for operating as a liaison between the Investment Team and Belle Haven’s strategic partners. When not traveling to meet our partners, Stan sits directly with the Investment Team on the trading desk. 

His primary duties consist of business development through supporting Advisors and Consultants across the country.

Stan has been in the industry since 2008 and his previous experience includes roles in wealth management, trading and business development across a variety of asset classes. 

Stan is motivated by learning about clients’ needs and wants in order help ensure that their investments are receiving the attention they deserve. When he is not working, Stan enjoys exploring new places, trying new food, live music, golf, beach activities, and giving back to important causes. Originally from central New Jersey, Stan graduated from University of Connecticut’s Business School in Stamford, Connecticut. 

He currently resides in Norwalk, Connecticut with his wife. 

Gage Benoit

Gage Benoit serves on the Investment Team at Belle Haven Investments as an assistant portfolio manager. Gage has served the Firm in many functions; most recently he was responsible for trading operations and prior to becoming a full-time employee, Gage interned at Belle Haven for two years aiding the sales and investments teams.

Mr. Benoit graduated from the University of Connecticut with a Bachelor’s degree in financial management.

Gage currently resides in Stamford, Connecticut.

Kevin Beneventine

Kevin Beneventine joined Belle Haven in 2021 and currently serves on the Investment Team as a Portfolio Analyst. Prior to his current role, he was a member of the Trade Operations Team at Belle Haven.

Kevin graduated from Seton Hall University with a Bachelor’s degree in Economics. During his time at Seton Hall Kevin interned at a publication firm where he was the Business and Markets writer.

Kevin currently resides in Northern New Jersey.

Anthony Nogueira

Anthony Nogueira joined Belle Haven in 2023 and serves on the Investment Team as a Portfolio Analyst. In Anthony's previous role as an investment analyst, he crafted investment proposal packages for clients, carefully factoring in performance metrics, minimizing tax implications, and effectively managing investment risk. 

Mr. Nogueira is a second-generation American that graduated top of his class with a Master's in Business Administration (MBA) from Montclair State University. Mr. Nogueira also has a Bachelor's degree in Business Administration with a concentration in Finance.

Anthony currently resides in Belleville, New Jersey. 

Michael Luong

Michael Luong serves on the Research Team at Belle Haven Investments, covering taxable corporate issuers. He joined the firm in 2018.

Prior to joining Belle Haven, Michael was an investment analyst in the Fixed Income Group at The Vanguard Group covering multiple sectors across financials, industrials, and utilities for the active and passive bond funds since 2008.

Michael graduated from Drexel University where he received his Bachelors degree in Finance.

Duwayne Walker

Duwayne Walker serves on the Research Team at Belle Haven Investments as a senior research analyst. He joined Belle Haven in October 2021.

Duwayne started his career in 2004 at the New York City Comptroller’s Office in the Bureau of Debt Management as a quantitative analyst. In 2011, after graduating from business school he joined Raymond James Financial (formerly Morgan Keegan) as a municipal market desk analyst covering G.O.s and revenue bonds. Most recently since 2016, Duwayne has worked as a senior analyst/portfolio manager at Federated Hermes (formerly Federated Investors) covering various high yield municipal market sectors and issuers, including senior living, charters schools, speculative/high profile G.O.s and Industrial Development Revenues credits.

Duwayne is a graduate of Hofstra University where he earned a Bachelor’s degree in Business as well as the Samuel Curtis Johnson Graduate School of Management at Cornell University, where he earned his MBA.

James Lyman

James Lyman serves on the Research Team at Belle Haven Investments as a Senior Research Analyst. He joined Belle Haven in April 2023.

During Jim’s career he has had a wide-variety of experiences ranging from ratings agencies, sell-side and buy-side firms and has worked as an analyst and portfolio manager in both municipal and corporate debt. Most recently, Jim was at Neuberger Berman where he covered a wide variety of traditional municipal sectors with a specialty in project finance and senior living facilities. In addition to his investment roles, Jim has participated in the publishing of two books on fixed income investing.

When not at work, Jim is a competitive track cyclist as well as a USA Cycling Official. Jim is a graduate of New York University where he earned a BA with a major in Economics and minor in Politics.

Jim resides in Douglaston, New York.

David Johnston

David Johnston serves on the Investment Team at Belle Haven and is involved with fixed income trading as well as investment research.  His background in Institutional Sales gives him a unique position to cover primary issuance for the firm.

Beginning his career in 1986 with Glickenhaus & Co, he worked on the Special Situations, Sinking Funds and the Institutional Sales desks. In 1994, David joined Belle Haven in the Institutional Sales Department, prior to the firm’s current structure as an Asset Manager.  In 2006, he went to Oppenheimer as a Senior Director before rejoining Belle Haven in 2015.

Mr. Johnston is a graduate of Brown University with a Bachelor’s degree in Economics.

David resides in Cross River, New York with his wife, Heidi, and their two sons.

Lincoln James

Lincoln James joined Belle Haven in 2023 as a Trader. He is a 13-year veteran of the municipal bond industry, having worked at Hutchison Shockey Erley & Co. and Huntington Capital Markets, where he specialized in competitive and negotiated underwriting and trading. Lincoln also worked at Loop Capital Markets as a competitive underwriter.

Having gained expertise in trading and underwriting, Lincoln has developed a keen understanding of the fixed income markets. A longstanding trading counterparty of Belle Haven, Lincoln is thrilled to be in a place to add incremental value in the secondary trading and underwriting spaces.

Lincoln holds a BA from St Olaf College in Math and Economics and a MS from DePaul University in Applied Math.

Dan O’ Brien

Dan O'Brien is Senior Vice President and the Head of Institutional Development and Consultant Relations at Belle Haven Investments. He has been working in the financial services industry for over 30 years, in positions covering all channels of the retail and Institutional marketplace.

Dan's experience includes working in Fixed Income, Equities and Alternative Investments. He began his career at Lehman Brothers in 1989. He went on to serve as a Managing Director in the Private Wealth Group at John Hancock, a key member of the Alternative Strategies Group at Wells Fargo, and as a Senior Vice President at Nuveen Investments.  

Mr. O'Brien resides in Pound Ridge, New York with his wife, Laura, and their two children.

Tom Rossley

Tom joined Belle Haven Investments in June 2023. Originally from South Windsor, Connecticut, Tom graduated from Drake University in Des Moines, Iowa in 1982 with a bachelor’s degree in finance.

He began his career with Shell Oil Company in New Orleans and Corpus Christi in the Land Management Division. In 1983 he moved to Chicago to begin his municipal bond career with Griffin Kubik Stephens & Thompson. In 1986, he moved to Shearson Lehman Brothers where he met and worked with Matt Dalton as an institutional municipal bond salesperson. After Lehman’s collapse, Tom stayed on with Barclays Capital for several months until he was recruited by Hutchinson Shockey Erley & Co in January 2009 where he eventually was tapped to manage the municipal bond sales team. In 2018, Huntington Bank purchased Hutchinson Shockey Erley & Co and Tom stayed on in the management role until early 2022. After nearly 40 years of selling municipal bonds, he is thrilled to be joining the buy side of the business and working with Matt Dalton, once again.

Tom lives in Greenwich, Connecticut with his wife, Anne. Tom and Anne have three adult children that were adopted as infants from Costa Rica, Paraguay, and Venezuela.

Mark Richman

Scott Tallman

Mason Durand

Mason joined Belle Haven in 2018 as part of the Advisory Solutions Team. Mason is responsible for marketing initiatives and fostering new relationships. 

His previous experience includes a wholesaling role with Legg Mason, partnering with financial advisors in the L.A. Metro area.  He was responsible for the management of relationships in this territory, and specialized in the sale of mutual funds, ETF’s, and separately managed accounts.

Originally from Upstate NY, Mason earned a bachelor’s degree from The State University of NY at Oswego, in Oswego NY.

Mason currently resides in Ridgefield, Connecticut, with his wife and two daughters. 

Ross Ingber

Brandon Rook

Brandon Rook joined Belle Haven in 2021 as part of the Advisory Solutions Team.

Brandon graduated from Syracuse University, where he earned his Bachelor’s Degree in both Finance and Real Estate. Prior to joining Belle Haven, Brandon interned as an analyst at a boutique investment firm which focused on private equity, venture capital, and real estate.

Brandon currently resides in Jericho, New York.

Kyle Turnier

Kyle serves as the Head of Investor Relations at Belle Haven Investments. He joined Belle Haven and the Investor Relations Team in 2019 and was named Head of Investor Relations in 2022. Kyle is responsible for overseeing the Firm’s client relations and works closely with the Investment and Advisory Solutions Teams to provide best-in-class client service to our partners.

His previous experience includes working on the Client Services team at AQR Capital Management and the Client Onboarding team at UBS Investment Bank.

Kyle is a graduate of Pace University where he received his BBA in Finance and was the captain of the Pace University Baseball Team.

Kyle currently resides in Stamford, Connecticut with his wife and son. 

Ashley Weir

Ashley serves on the Investor Relations Team at Belle Haven Investments as a Senior Relationship Manager. She is an integral member of the team in helping to develop and maintain our client relationships with an exceptional level of care and attention. 

Ashley’s previous experience includes working at Windham Capital Management, an asset management firm in Boston, MA.

Ms. Weir graduated from Bucknell University in Lewisburg, PA with a Bachelor’s degree in Economics and Environmental Studies. 

Ashley currently resides in New York, New York. 

Amanda Tronni

Jack Riina

Jack Riina joined Belled Haven Investments in 2021 and serves on the Investor Relations Team.

Jack graduated from the University of Maryland, where he earned his Bachelor’s degree in Finance and minored in Pre – Law.

Jack currently resides in New Rochelle, New York.

Carolena Pizzuti

Carolena Pizzuti joined Belle Haven as Investor Relations Associate in 2023. Carolena is a recent graduate from Binghamton University, where she received her Master’s and Bachelor’s degree in Economics. Carolena currently resides in Scarsdale, New York.

Bridget Dalton

Bridget Dalton serves on the Investor Relations Team at Belle Haven Investments. Bridget previously interned at the firm in 2018 and later joined full time in 2022. In addition to assisting our clients on the Investor Relations side, Bridget is also helping to further expand and organize Belle Haven's ESG and impact investing initiatives as the Firm's primary ESG associate.

Ms. Dalton graduated from Villanova University with a Bachelor of Science in Environmental Science and a Bachelor of Arts in Geography, with a minor in Spanish. She was awarded the John Muir Award for Exceptional Performance by her department upon graduating in May 2022.

Bridget is a Westchester native who currently resides in Katonah, New York with her family.

Frank Schiavone

Frank Schiavone joined Belle Haven in 2021 as a member of the Advisory Solutions Team. In 2023, he joined the Investor Relations Team.

Prior to joining Belle Haven, Frank’s previous experience includes working in Accounting for a Private Equity Fund Administrator.

Frank graduated from St. Thomas Aquinas College in Sparkill, NY where he earned a Bachelor’s degree in Accounting as well as an MBA with a Concentration in Finance. While at STAC he was the Captain of both the Winter and Spring Track and Field teams.

Frank currently resides in Nanuet, New York.

Joe Spor

Joe Spor joined Belle Haven as an Associate on the Investor Relations team in 2023.

Prior to joining Belle Haven, Joe was a Field Service Specialist with Morgan Stanley. He is a graduate of Ithaca College, where he was a proud member of the Bombers football team for four years.

Joe is a Westchester native who currently resides in New York, New York.

Mary Grealy

Mary Grealy joined Belle Haven as an Associate on the Investor Relations Team in 2023. She will assist in relationship management, ensuring our client relationships are fostered with exceptional attention and care.

Mary is a recent graduate from Columbia University.

Mary currently resides in New York, New York.

Aleksandra Davis

Aleksandra Davis serves as the Head of Portfolio Operations Belle Haven Investments. She is responsible for overseeing with the daily reconciliation and administration of client portfolios.

Aleksandra previously spent six years as an assistant trader at Sankaty Capital in Rowayton, CT.

A native of Omsk Russia, Aleksandra completed her Bachelor’s and Master’s degrees in Industrial Engineering at Omsk State Technical University.

She currently resides in Greenwich, Connecticut with her husband, Christian, and their two sons.

Steven Cheng

Steven Cheng serves on the Investment Team at Belle Haven Investments.  He is responsible for performing daily performance and reconciliation reports for all client portfolios.

Prior to joining Belle Haven, Steven’s previous experience was based in transportation leasing services.

Mr. Cheng is a graduate from LaSalle University with a Bachelor of Science in Management Information Systems and Finance.

Steven resides in Rye, New York with his wife, Tracy, and their son. 

Michael Haut

Michael Haut joined Belle Haven in 2019 and is responsible for trading operations.

Prior to joining Belle Haven, Michael held various positions at HSBC within Foreign Exchange and Equity Derivatives.

Originally from Long Island, New York, Michael is an avid sports fan and roots for the Jets, Mets and Knicks. He is a graduate of Syracuse University where he majored in Finance.

Michael currently resides in New York, New York with his wife. 

Ryan Alt

Ryan Alt joined Belle Haven in 2022 as a Trading Operations Associate.

Ryan grew up in Cleveland, Ohio before attending Fordham University in The Bronx. He studied Economics and Accounting and graduated in 2022. Previously, he interned for a firm in the distressed debt space before starting at Belle Haven.

Ryan currently lives in Manhattan.

Elliot Metviner

Elliot Metviner joined Belle Haven as an Associate on the Trading Operations Team in 2023.

Elliot graduated from Miami University double majoring in Data Analytics and Strategic Communications in the spring of 2023. Prior to joining Belle Haven, Elliot interned as a Business Analyst and has experience using SQL, R, Python and PowerBi to help automate reporting in the Real Estate sector.

Elliot currently resides in Weston, Connecticut.

Andres Falcon Gimenez

Andres Falcon Gimenez joined Belle Haven as an Associate on the Trading Operations Team in 2023. Prior to joining as a full-time employee, Andres interned at Belle Haven aiding the sales and investments teams.

Andres graduated from Villanova University School of Business where he double majored in Finance and International Business.

Andres currently resides in Old Greenwich, Connecticut.

Adam Palmeri

Adam Palmeri joined Belle Haven in 2022 as Assistant Controller.

Adam began his career in Accounting at a Nonprofit organization supporting US Veterans. Prior to arriving at Belle Haven, he spent three years at King Street Capital Management, LP as an Accountant in the Management Company controller’s group.

Adam attended Ramapo College in Mahwah, New Jersey where he studied Business and Finance.

He currently resides in Rutherford, New Jersey.

Madison Ameer

Madison Ameer joined Belle Haven in 2023 as the Firm's Executive Office Administrator.

A recent graduate from James Madison University, Madison majored in Health Science with a minor in Business.

Madison currently resides in Weston, Connecticut. 

Kali Barisano

Kali Barisano joined Belle Haven as a Compliance Associate in 2022.

Kali is a recent graduate from Loyola University Maryland where she received her Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Information Systems, Data Analytics, and Forensic Studies.

Prior to joining Belle Haven, she interned at a financial services organization.

Kali currently resides in Crestwood, New York.

Armen Manukian

Armen has over 22 years of application development and systems programming experience of which over 14 years in financial services. Prior to joining Belle Haven Investments, Armen was an Executive Director at CIFC Asset Management LLC supporting Front Office system. As a Senior Software Engineer at Anchorage Capital Group LLC Armen managed CLO/CBO Compliance platform. While working for BNY Mellon Government Securities, Armen led Application Development team responsible for building Government Securities Clearance platform. Prior to that Armen was a Senior Developer, Vice President at Vertical Capital LLC where he worked on firm’s proprietary RMBS Surveillance, Trading, Analytics and Risk platform. His prior experience includes working at Nomura where he lead development team responsible for design and development of their Global Risk Management System.

Armen holds a B.S. degree in Computer Science from New Jersey Institute of Technology and studied Biomedical Engineering while at Novgorod State University, Russia.

Armen resides in New Jersey with his wife and their three daughters.

Isaac Mota

Isaac Mota is the Network Engineer for Belle Haven Investments. He is responsible for the technological and implementation processes of the company.

Isaac has been working in the Information Technology Industry for over 13 years. His prior experience includes infrastructure development, enterprise systems management, virtualization, MDM and head of software strategy. He came to Belle Haven from CSC Sugar, LLC, a futures commission merchant.

Mr. Mota received his Bachelors of Science in Systems Engineering from UTESA. Isaac also holds several certificates including the Cisco Certified Network Associate (CCNA), as well as security certifications from the Technical Institute of America and ITLA.

Isaac resides in Riverdale, New York with his wife, Cinthia, and their son.

Emmanuel De Los Santos

Manny is the End-User Support for Belle Haven Investment. Responsible to Provide IT technical service to users with hardware and software requests handling all related duties and responsibilities, including software/hardware infrastructure.

Manny has been working in information technology for over 15 years as a support specialist. Previously worked providing white-glove IT service to prestigious law firms.

Manny graduated from City College of NY with a BA in Computer Science and has a passion for photography and traveling.

Manny currently resides in Bronx, NY, with his two daughters, Kaitlyn and Amelia.

Dilsat Sagin

Dilsat Sagin serves on the Software Development Team at Belle Haven. Dilsat joined Belle Haven in 2018 and is responsible for software implementation, system integration and testing.

He holds a Bachelor of Science in Software Engineering and has over 15 years of experience in software development. His prior experience includes several software engineering positions focusing on enterprise data management and analytics.

Dilsat resides in Stamford, Connecticut.