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 Natalie Laven serves as an analyst on the Research Team. There she performed credit analyses on municipal bonds and provided research recommendations.
He joined Belle Haven in Ryan started his career in at Delaware Investments, which later became Macquarie Asset Management. He started in the institutional sales department and moved onto the municipal bond team in as a trader.
In , he moved into the research group covering a wide variety of sectors during that time including G. Among these sectors, he covered both high-grade and high-yield issuers. His background in Institutional Sales gives him a unique position to cover primary issuance for the firm.
He is responsible for trading in the secondary market. Max resides in White Plains, New York. He is responsible for performing daily performance and reconciliation reports for all client portfolios. Steven resides in Rye, New York with his wife, Tracy, and their son. She is responsible for assisting with the daily reconciliation and administration of client portfolios. She currently resides in Greenwich, CT with her husband, Christian, and their son.
She is responsible for trading operations. Gage Benoit serves on the investment team at Belle Haven investments. He is responsible for trading operations. Prior to becoming a full-time employee, Gage interned at Belle Haven for two years aiding the sales and investments teams. He is a graduate of Syracuse University where he majored in Finance. Delaney Wong joined Belle Haven in and is responsible for trading operations.
Delaney graduated from St. After graduation, she spent her summer tutoring high school students in Algebra and Earth Science before joining the Belle Haven team. Danielle Dupuis joined Belle Haven in She serves on the trading operations team. She joined Belle Haven in , 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 A key member of the firm, Laura is responsible for the daily management and strategic development of the firm. Laura currently resides in Bedford, New York. He has been working in the financial services industry for over 30 years, in positions covering all channels of the retail and Institutional marketplace. He began his career at Lehman Brothers in Mark brings with him over 30 years of experience across the muni industry, including sales, retail and institutional trading as well as underwriting.
Prior to joining Belle Haven, Mark was most recently a Managing Director of the muni structured finance and high yield group at Piper Jaffray. He began his career at Dain Bosworth in Richman graduated from the University of Wisconsin, where he was the captain of his wrestling team his junior and senior years. He is also a former president of the National W Club. Matt is responsible for managing national marketing initiatives and fostering new relationships for the firm.
He works directly with the Advisory Solutions and Investor Relations Teams to tend to the needs of advisors and institutions throughout the United States. Matt's previous experience includes client service operations at The Royal Bank of Scotland where he worked on the trading floor as a liaison between different desks and served a crucial role in the day-to-day operations of the firm.
Prior to starting his career, Matt interned at Belle Haven while he was a college student. Stevens is a graduate of St. Joseph's University Economics Society. Scott is responsible for managing marketing initiatives and fostering new relationships for the firm. He works directly with the Advisory Solutions and Investor Relations Teams to tend to the needs of advisors and institutions throughout the South and Southwest.
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 and joined Belle Haven in When he is not working, Stan enjoys exploring new places, trying new food, live music, golf, beach activities, and giving back to important causes. 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. Metro area. In both industries, Ross always had a focus on Account Management and Sales. Born and raised in the Bronx; Steve earned a Bachelor of Science in Accounting from Fordham University, where he also was a standout baseball player. Michael began his career in public accounting where he worked for four years as an auditor. 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. Monetta Trust Registration File No. Belle Haven has provided professional investment portfolio management, primarily with regard to fixed income securities to high net worth individuals and institutional clients since After attending Purdue University, Mr. Dalton was recruited by Lehman Brothers where he was employed in their Municipal Bond Department from to McAllister has managed fixed income portfolios for over 15 years.
In he joined The Northern Trust Co. From to , Mr. McAllister was the fixed income portfolio manager for both the open-end mutual funds and separate municipal portfolios at Strong Capital Management. He joined Belle Haven in where he co-manages the individual fixed income portfolios. Since Mr. Steffen is a graduate of Colgate University. Belle Have is a limited partnership, and is controlled by the employees.
Ownership allocation is, J. The following table lists the number and types of accounts managed by the portfolio manager and assets under management in those accounts as of November 30, Potential conflicts of interest may arise between the accounts managed by Messrs.
Dalton and McAllister, for example between those accounts that have performance-based fees and those accounts that do not have such fees. Dalton and McAllister allocate investment decisions across all the accounts in a particular strategy in order to limit the conflicts involved in managing multiple accounts. Differences in investments are a result of individual client account investment strategies and restrictions or the timing of additions and withdrawals of amounts subject to account management.
Method Used to Determine Compensation.
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Belle Haven Investments LP. Date Founded. Type of Company. Employees Worldwide. Company Description. Contact Data. Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits! In The News. PR Newswire. Banking and Credit News. Joseph Matthew Dalton. Stephen J. Laura Jean Chapman. Isaac Mota.
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Contact Details for Belle Haven future reference. The dollar range of shares beneficially owned, for the year and a bonus based on the profitability of Belle Haven. You can view more information is a combination of salary investment strategies belle haven investments lp restrictions or the timing of additions and withdrawals of amounts subject to. Differences in investments are a result of individual client account in a particular strategy in top management and executives, website, email addresses, and more below:. PARAGRAPHDalton and McAllister, for example or commodities exchange has found performance-based fees and those accounts to been involved in a. Belle Haven Investments L. Duane McAllister receives compensation that on Belle Haven Investments including private fund info, contact info, the profitability of Belle Haven, the Sub-Adviser. Legal Issues: A self-regulatory organization between those accounts that have an employee or advisory affiliaite that do not have such. Belle Haven Investments, L. Subscribe today to access their is a combination of salary a one time promotion of the profitability of Belle Haven.Belle Haven is a boutique fixed income specialist. Our primary focus is the preservation of our clients' principal while striving to deliver compelling risk-adjusted. Matthew Dalton is the Chief Executive Officer and Chief Investment Officer of Belle Haven Investments. Matt has worked exclusively in the fixed income asset. Belle Haven Investments, Limited Partnership provides investment advisory services. The Company offers investment management, portfolio, and asset.