Belle Haven Investments
Industry: Company
DescriptionFounded: 2006 Subsidiary: Belle Haven Investments, L.P., Investment Banking Arm
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Belle Haven Investments Employees
Employee
Years
Job
Industry
Danielle Jellerette Danielle Jellerette's Belle Haven Investments Experience June 2012 - August 2012
Job Federal Human Capital Analyst at Deloitte
Industry Financial Services
Experience
Deloitte July 2014 - Present
CoStar Group August 2013 - July 2014
Residential Education at Dartmouth College August 2012 - August 2013
Belle Haven Investments June 2012 - August 2012
Animoto January 2012 - March 2012
LEAD Summer Business Institute June 2011 - July 2011
Green Corp$ of the Dartmouth College Fund September 2010 - March 2011
Hawley Lane Shoes August 2007 - August 2009
Skills
Stata, Research, Data Analysis, Qualitative Research, Public Speaking, Teamwork, Motivational..., Microsoft Excel, Microsoft Office, PowerPoint, Market Research, Direct Sales, Data Entry, Customer Support, Cold Calling, Bloomberg, Writing, Quantitative, Leadership, Analysis, Social Media, Editing, Community Outreach
Education
Dartmouth College 2009 — 2013
Bachelor's degree, Sociology and Music
Institute for the International Education of Students 2011 — 2011
Music
Norwalk High School 2005 — 2009
Tuck School of Business at Dartmouth 2008 — 2008
LEAD Summer Business Program
Deloitte July 2014 - Present
CoStar Group August 2013 - July 2014
Residential Education at Dartmouth College August 2012 - August 2013
Belle Haven Investments June 2012 - August 2012
Animoto January 2012 - March 2012
LEAD Summer Business Institute June 2011 - July 2011
Green Corp$ of the Dartmouth College Fund September 2010 - March 2011
Hawley Lane Shoes August 2007 - August 2009
Skills
Stata, Research, Data Analysis, Qualitative Research, Public Speaking, Teamwork, Motivational..., Microsoft Excel, Microsoft Office, PowerPoint, Market Research, Direct Sales, Data Entry, Customer Support, Cold Calling, Bloomberg, Writing, Quantitative, Leadership, Analysis, Social Media, Editing, Community Outreach
Education
Dartmouth College 2009 — 2013
Bachelor's degree, Sociology and Music
Institute for the International Education of Students 2011 — 2011
Music
Norwalk High School 2005 — 2009
Tuck School of Business at Dartmouth 2008 — 2008
LEAD Summer Business Program
Catherine Sparks's Belle Haven Investments Experience July 2013 - December 2013
Job Litigation Paralegal at Cravath, Swaine & Moore LLP
Industry
Experience
Cravath, Swaine & Moore LLP February 2014 - Present
Belle Haven Investments July 2013 - December 2013
US EPA June 2012 - August 2012
Sparks Swim School, LLC June 2008 - August 2011
Skills
Environmental Science, Environmental Policy, Communication Skills, Teaching, Social Networking, Marketing, Public Relations, Research, Budgets, Public Speaking, Litigation, PowerPoint, Editing, Environmental Law
Education
Bates College 2010 — 2013
Cravath, Swaine & Moore LLP February 2014 - Present
Belle Haven Investments July 2013 - December 2013
US EPA June 2012 - August 2012
Sparks Swim School, LLC June 2008 - August 2011
Skills
Environmental Science, Environmental Policy, Communication Skills, Teaching, Social Networking, Marketing, Public Relations, Research, Budgets, Public Speaking, Litigation, PowerPoint, Editing, Environmental Law
Education
Bates College 2010 — 2013
Lucas Keefer Lucas Keefer's Belle Haven Investments Experience May 2013 - August 2013
Job Summer Analyst at J.P. Morgan Asset Management
Industry
Experience
J.P. Morgan Asset Management May 2015 - Present
College of the Holy Cross Investment Office January 2015 - Present
GE Capital June 2014 - August 2014
Belle Haven Investments May 2013 - August 2013
GE Capital June 2013 - June 2013
CHSAA Track and Field Internship January 2012 - May 2012
Education
College of the Holy Cross 2012 — 2016
Bachelor's Degree, Economics, Philosophy
Fordham Preparatory School 2008 — 2012
High School
J.P. Morgan Asset Management May 2015 - Present
College of the Holy Cross Investment Office January 2015 - Present
GE Capital June 2014 - August 2014
Belle Haven Investments May 2013 - August 2013
GE Capital June 2013 - June 2013
CHSAA Track and Field Internship January 2012 - May 2012
Education
College of the Holy Cross 2012 — 2016
Bachelor's Degree, Economics, Philosophy
Fordham Preparatory School 2008 — 2012
High School
Marc DiGiovanni Marc DiGiovanni's Belle Haven Investments Experience May 2004 - June 2006
Job EMC Enterprise Sales Media & Entertainment
Industry Information Technology and Services
Experience
EMC May 2014 - Present
Actimize January 2013 - May 2014
MSCI Inc. January 2011 - January 2013
Interactive Brokers June 2006 - January 2011
Belle Haven Investments May 2004 - June 2006
Maxim Group 2003 - 2004
Gartner 1999 - 2001
Skills
Series 3, Series 7, Series 63, Series 65, Securities, Investments, Brokerage, Equity Trading, Trading Systems, Investment Banking, Alternative Investments, FINRA, Derivatives, Equities, Asset Managment, Financial Markets, Fixed Income, Trading, Bloomberg, Asset Allocation, Mutual Funds, Hedge Funds, Enterprise Software, Sales
Education
Eastern Connecticut State University 2001 — 2003
Economics, Business Economics
The Johns Hopkins University 1996 — 1999
wilton high school 1993 — 1996
EMC May 2014 - Present
Actimize January 2013 - May 2014
MSCI Inc. January 2011 - January 2013
Interactive Brokers June 2006 - January 2011
Belle Haven Investments May 2004 - June 2006
Maxim Group 2003 - 2004
Gartner 1999 - 2001
Skills
Series 3, Series 7, Series 63, Series 65, Securities, Investments, Brokerage, Equity Trading, Trading Systems, Investment Banking, Alternative Investments, FINRA, Derivatives, Equities, Asset Managment, Financial Markets, Fixed Income, Trading, Bloomberg, Asset Allocation, Mutual Funds, Hedge Funds, Enterprise Software, Sales
Education
Eastern Connecticut State University 2001 — 2003
Economics, Business Economics
The Johns Hopkins University 1996 — 1999
wilton high school 1993 — 1996
Steven Hillgren Steven Hillgren's Belle Haven Investments Experience June 2010 - August 2010
Job AVP Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Sunwest Bank September 2011 - August 2014
Belle Haven Investments June 2010 - August 2010
Beacon Pointe Advisors May 2009 - August 2009
Skills
Accounting, Credit, Banking, Loans, Investments, Commercial Banking, Credit Risk, Equities, Microsoft Excel
Education
Georgetown University 2007 — 2011
BS, Management
Corona del Mar High School 2004 — 2007
Wells Fargo August 2014 - Present
Sunwest Bank September 2011 - August 2014
Belle Haven Investments June 2010 - August 2010
Beacon Pointe Advisors May 2009 - August 2009
Skills
Accounting, Credit, Banking, Loans, Investments, Commercial Banking, Credit Risk, Equities, Microsoft Excel
Education
Georgetown University 2007 — 2011
BS, Management
Corona del Mar High School 2004 — 2007
Peter DiPaolo Peter DiPaolo's Belle Haven Investments Experience June 2012 - August 2012
Job Fund Administrator Associate Level 2 at State Street
Industry
Experience
State Street June 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Belle Haven Investments June 2012 - August 2012
State Street Corporation June 2009 - July 2009
Skills
Bloomberg, Portfolio Management, Spanish, Trading, Fixed Income, Competitive Analysis, Mergers & Acquisitions, Marketing, Facebook, Financial Modeling, Financial Analysis, Finance, Bloomberg Terminal, Corporate Finance, Economics, Equities, Mutual Funds, Securities, Equity Research, Valuation, Capital Markets, Hedge Funds, Investments, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science, Finance Concentration
Boston College High School 2007 — 2010
Universidad Carlos III de Madrid 2013 — 2013
Business
State Street June 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Belle Haven Investments June 2012 - August 2012
State Street Corporation June 2009 - July 2009
Skills
Bloomberg, Portfolio Management, Spanish, Trading, Fixed Income, Competitive Analysis, Mergers & Acquisitions, Marketing, Facebook, Financial Modeling, Financial Analysis, Finance, Bloomberg Terminal, Corporate Finance, Economics, Equities, Mutual Funds, Securities, Equity Research, Valuation, Capital Markets, Hedge Funds, Investments, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science, Finance Concentration
Boston College High School 2007 — 2010
Universidad Carlos III de Madrid 2013 — 2013
Business
Daniel Carpenter Daniel Carpenter's Belle Haven Investments Experience May 2015 - Present
Job Trading Associate at Belle Haven Investments
Industry Financial Services
Experience
Belle Haven Investments May 2015 - Present
RBC Wealth Management June 2014 - August 2014
RBC Wealth Management September 2013 - December 2013
RBC Capital Markets July 2013 - August 2013
Minikahda Club June 2012 - August 2013
Trinity Gateway Apartments March 2013 - May 2013
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Political Science, International Relations Concentration
Belle Haven Investments May 2015 - Present
RBC Wealth Management June 2014 - August 2014
RBC Wealth Management September 2013 - December 2013
RBC Capital Markets July 2013 - August 2013
Minikahda Club June 2012 - August 2013
Trinity Gateway Apartments March 2013 - May 2013
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Political Science, International Relations Concentration
Greg Morel Greg Morel's Belle Haven Investments Experience June 2012 - Present
Job Senior Vice President, Belle Haven Investments
Industry Investment Management
Experience
Belle Haven Investments June 2012 - Present
Belle Haven Investments January 2009 - June 2012
Belle Haven Investments June 2007 - June 2009
Education
The Whitman School of Management, Syracuse University
Bachelor’s Degree
Belle Haven Investments June 2012 - Present
Belle Haven Investments January 2009 - June 2012
Belle Haven Investments June 2007 - June 2009
Education
The Whitman School of Management, Syracuse University
Bachelor’s Degree
Andrew William Felsher's Belle Haven Investments Experience May 2012 - August 2012
Job Operations Specialist
Industry Investment Management
Experience
USI Securities, Inc. September 2015 - Present
USI Securities, Inc. July 2013 - September 2015
A Rusty Story September 2014 - May 2015
Resources Management Corp. January 2012 - May 2013
Belle Haven Investments May 2012 - August 2012
Stamford Hospital June 2011 - August 2011
Aspetuck Valley Country Club May 2003 - June 2011
Skills
Equity Research Analysis, Macroeconomics, Portfolio Optimization, Bloomberg, Fixed Income Analysis, Equity Research, Valuation, Equity Valuation, Stock Picking, Investments, Morningstar, Economics, Financial Analysis, Thompson One, Quantitative Analytics, Creative Writing, Fiction Writing
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts, Economics Major, 3.4
USI Securities, Inc. September 2015 - Present
USI Securities, Inc. July 2013 - September 2015
A Rusty Story September 2014 - May 2015
Resources Management Corp. January 2012 - May 2013
Belle Haven Investments May 2012 - August 2012
Stamford Hospital June 2011 - August 2011
Aspetuck Valley Country Club May 2003 - June 2011
Skills
Equity Research Analysis, Macroeconomics, Portfolio Optimization, Bloomberg, Fixed Income Analysis, Equity Research, Valuation, Equity Valuation, Stock Picking, Investments, Morningstar, Economics, Financial Analysis, Thompson One, Quantitative Analytics, Creative Writing, Fiction Writing
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts, Economics Major, 3.4
Keith Poisella's Belle Haven Investments Experience April 2002 - June 2007
Job Trident Brokerage Services LLC
Industry Financial Services
Experience
Trident Brokerage Services LLC July 2015 - Present
Chatham Energy 2011 - July 2015
Heritage Energy July 2010 - June 2012
TFS June 2007 - April 2010
Belle Haven Investments April 2002 - June 2007
Education
Bucknell University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Trident Brokerage Services LLC July 2015 - Present
Chatham Energy 2011 - July 2015
Heritage Energy July 2010 - June 2012
TFS June 2007 - April 2010
Belle Haven Investments April 2002 - June 2007
Education
Bucknell University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Curtis Reed's Belle Haven Investments Experience December 2001 - June 2005
Job Sr VP at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA March 2009 - Present
Sterne Agee May 2006 - November 2007
Belle Haven Investments December 2001 - June 2005
Lehman Brothers February 1998 - December 2001
Skills
Sales and Presentation...
Education
Dartmouth College 1979 — 1982
BA, Economics
Hapoalim Securities USA March 2009 - Present
Sterne Agee May 2006 - November 2007
Belle Haven Investments December 2001 - June 2005
Lehman Brothers February 1998 - December 2001
Skills
Sales and Presentation...
Education
Dartmouth College 1979 — 1982
BA, Economics
Craig Weiss's Belle Haven Investments Experience October 2013 - July 2014
Job Vice President Director of Compliance at The Comprehensive Group
Industry Financial Services
Experience
The Comprehensive Group July 2014 - Present
Belle Haven Investments October 2013 - July 2014
JPMorgan Chase September 2012 - July 2013
M.J. Whitman LLC May 2009 - September 2012
J.B. Hanauer & Co. 1995 - 2009
Merrill Lynch 1994 - 1995
Education
Brandeis University 1987 — 1991
BA, American Studies/Legal Studies
Institute of European Studies
Livingston High School
Livingston High School
The Comprehensive Group July 2014 - Present
Belle Haven Investments October 2013 - July 2014
JPMorgan Chase September 2012 - July 2013
M.J. Whitman LLC May 2009 - September 2012
J.B. Hanauer & Co. 1995 - 2009
Merrill Lynch 1994 - 1995
Education
Brandeis University 1987 — 1991
BA, American Studies/Legal Studies
Institute of European Studies
Livingston High School
Livingston High School
Courtney Eudaly, CFA's Belle Haven Investments Experience September 2011 - April 2012
Job Investment Advisor
Industry Investment Management
Experience
Strategic Partners Investment Advisors, Inc. February 2014 - Present
Belle Haven Investments September 2011 - April 2012
Eagle Advisors, Inc. 2008 - 2011
Goldman Sachs Asset Management (GSAM) 2000 - 2003
Financial Security Assurance 1998 - 2000
Loomis, Sayles & Company 1995 - 1998
Skills
Hedge Funds, Fixed Income, Investments, Private Equity, Due Diligence, Bonds, Credit, Credit Analysis, Alternative Investments, Portfolio Management, Bloomberg, Financial Modeling
Education
Columbia University - School of International and Public Affairs 2007 — 2008
Master of Public Administration (MPA) - not completed, Public Policy
Mount Holyoke College 1986 — 1990
BA, American Studies
Strategic Partners Investment Advisors, Inc. February 2014 - Present
Belle Haven Investments September 2011 - April 2012
Eagle Advisors, Inc. 2008 - 2011
Goldman Sachs Asset Management (GSAM) 2000 - 2003
Financial Security Assurance 1998 - 2000
Loomis, Sayles & Company 1995 - 1998
Skills
Hedge Funds, Fixed Income, Investments, Private Equity, Due Diligence, Bonds, Credit, Credit Analysis, Alternative Investments, Portfolio Management, Bloomberg, Financial Modeling
Education
Columbia University - School of International and Public Affairs 2007 — 2008
Master of Public Administration (MPA) - not completed, Public Policy
Mount Holyoke College 1986 — 1990
BA, American Studies
Andrew Willey's Belle Haven Investments Experience June 2008 - August 2008
Job Associate Director, Product Strategy at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2013 - Present
Lord Abbett September 2011 - September 2013
Lord Abbett February 2010 - August 2011
Hennion & Walsh June 2009 - November 2009
Belle Haven Investments June 2008 - August 2008
Education
Colgate University 2005 — 2009
B.A., Political Science
The Hun School of Princeton 2001 — 2005
Lord, Abbett & Co. LLC October 2013 - Present
Lord Abbett September 2011 - September 2013
Lord Abbett February 2010 - August 2011
Hennion & Walsh June 2009 - November 2009
Belle Haven Investments June 2008 - August 2008
Education
Colgate University 2005 — 2009
B.A., Political Science
The Hun School of Princeton 2001 — 2005
James Swan's Belle Haven Investments Experience 1999 - 2001
Job Manager Director at Stifel Nicolaus & Company
Industry Investment Banking
Experience
Stifel Nicolaus & Company January 2013 - Present
BB&T Capital Markets January 2006 - January 2013
BB&T Capital Markets, a division of Scott & Stringfellow, LLC, a BB&T Corporation affiliate November 2001 - December 2011
Belle Haven Investments 1999 - 2001
Greenwich Partners 1989 - 1995
Skills
Investments, Investment Banking, Project Finance, Portfolio Management, Capital Markets, Valuation, Fixed Income, Asset Managment, Equities, Due Diligence, Financial Analysis, Private Equity, Mergers, Corporate Finance, Bonds, Venture Capital, Trading, Derivatives, Risk Management, Strategic Financial..., Financial Modeling
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
The White Mountain School
Stifel Nicolaus & Company January 2013 - Present
BB&T Capital Markets January 2006 - January 2013
BB&T Capital Markets, a division of Scott & Stringfellow, LLC, a BB&T Corporation affiliate November 2001 - December 2011
Belle Haven Investments 1999 - 2001
Greenwich Partners 1989 - 1995
Skills
Investments, Investment Banking, Project Finance, Portfolio Management, Capital Markets, Valuation, Fixed Income, Asset Managment, Equities, Due Diligence, Financial Analysis, Private Equity, Mergers, Corporate Finance, Bonds, Venture Capital, Trading, Derivatives, Risk Management, Strategic Financial..., Financial Modeling
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
The White Mountain School
JOHN TIBBS's Belle Haven Investments Experience May 1996 - April 2005
Job Senior Consultant at Luna flooring
Industry Investment Management
Experience
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
Nicole Robbins's Belle Haven Investments Experience October 2011 - Present
Job Asst. Vice President at Belle Haven Investments
Industry Investment Management
Experience
Belle Haven Investments October 2011 - Present
Belle Haven Investments October 2011 - Present
Jarden Consumer Solutions June 2011 - August 2011
Kehoe Law September 2008 - December 2009
Skills
Finance, Microsoft Office, Customer Service, Customer Relations, Investment Management
Education
University of Rhode Island - College of Business Administration 2007 — 2011
B.S., Finance
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Belle Haven Investments October 2011 - Present
Belle Haven Investments October 2011 - Present
Jarden Consumer Solutions June 2011 - August 2011
Kehoe Law September 2008 - December 2009
Skills
Finance, Microsoft Office, Customer Service, Customer Relations, Investment Management
Education
University of Rhode Island - College of Business Administration 2007 — 2011
B.S., Finance
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Brett Weaver's Belle Haven Investments Experience October 2007 - May 2008
Job Financial Advisor at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. April 2015 - Present
Voya Financial Advisors July 2008 - April 2015
Belle Haven Investments October 2007 - May 2008
Skills
Wealth Management, Investment Advisory, Retirement Planning
Education
Ramapo College of New Jersey 2005 — 2008
Investments and Securities
Nationwide Planning Associates, Inc. April 2015 - Present
Voya Financial Advisors July 2008 - April 2015
Belle Haven Investments October 2007 - May 2008
Skills
Wealth Management, Investment Advisory, Retirement Planning
Education
Ramapo College of New Jersey 2005 — 2008
Investments and Securities
Evan Heaton's Belle Haven Investments Experience June 2015 - Present
Job Fixed Income Associate at Belle Haven Investments
Industry
Experience
Belle Haven Investments June 2015 - Present
Education
Marist College 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Belle Haven Investments June 2015 - Present
Education
Marist College 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY