Dalton, Greiner, Hartman, Maher & Co., LLC
Industry: Company
DescriptionFounded: 1982 Parent organization: Boston Private Financial Holdings, Inc. Subsidiary: DGHM Management LLC
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Dalton, Greiner, Hartman, Maher & Co., LLC Employees
Employee
Years
Job
Industry
David Dusenbury, CFA David Dusenbury, CFA's Dalton, Greiner, Hartman, Maher & Co., LLC Experience 2005 - Present
Job Equity Sector Analyst Financial Services
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC 2005 - Present
Dionis Capital 2002 - 2005
Credit Suisse September 1994 - August 2002
Salomon Brothers 1991 - 1994
Mercer Investment Consulting 1988 - 1991
Skills
Equities, Financial Services, Insurance, Banking, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equity Research, Valuation, Trading, Series 7, Capital Markets, Investment Banking, Investment Strategies, Securities, Investment Management, Asset Managment, Mergers & Acquisitions, Derivatives, Asset Allocation, Mutual Funds, Financial Markets, Equity Valuation
Education
NYU Stern School of Business 1990 — 1994
MBA
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.)
Dalton, Greiner, Hartman, Maher & Co., LLC 2005 - Present
Dionis Capital 2002 - 2005
Credit Suisse September 1994 - August 2002
Salomon Brothers 1991 - 1994
Mercer Investment Consulting 1988 - 1991
Skills
Equities, Financial Services, Insurance, Banking, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Hedge Funds, Equity Research, Valuation, Trading, Series 7, Capital Markets, Investment Banking, Investment Strategies, Securities, Investment Management, Asset Managment, Mergers & Acquisitions, Derivatives, Asset Allocation, Mutual Funds, Financial Markets, Equity Valuation
Education
NYU Stern School of Business 1990 — 1994
MBA
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.)
Charles Moore, MS, MMI Charles Moore, MS, MMI's Dalton, Greiner, Hartman, Maher & Co., LLC Experience April 1997 - May 1999
Job Senior Account Executive and Solutions Innovator at AccuReg FrontEnd Revenue Cycle Solutions
Industry Hospital & Health Care
Experience
AccuReg Front-End Revenue Cycle Solutions December 2014 - Present
Medical Nutrition Services, LLC January 2013 - Present
The Ashcroft Law Firm, LLC January 2012 - January 2013
Advantage Capital Partners December 2010 - January 2012
Moore Solutions, Inc. January 2010 - December 2010
DailyAccess Corporation April 2008 - January 2010
Synovus February 2001 - April 2008
MacKay Shields LLC May 1999 - June 2000
Dalton, Greiner, Hartman, Maher & Co., LLC April 1997 - May 1999
JPMorgan Chase December 1991 - April 1997
Skills
Healthcare Information..., Management, Investments, Informatics, Financial Advisory, Nutrition, Financial Analysis, Process Improvement, Strategic Planning, Project Management, HIPAA, Leadership, Healthcare Analytics, Innovation, Revenue Cycle Management, Research, Sales, Marketing, Agile Project Management, Lean Software..., Metabolic Syndrome, Cardiometabolic Risk, Clinical Decision..., Data Warehousing, Mentoring, Coaching, Fitness, Behavior Change, Predictive Analytics, Wellness, Lifestyle Coaching, Health Savings Accounts, Accountable Care, NCQA, HEDIS, Diabetes, Chronic Kidney Disease, Business Intelligence, Telemedicine, Computer Network..., User Interface Design, Asset Management, Start-up Ventures, Software Procurement, Medical Records, New Technology..., Business Analysis, Healthcare, HL7, EMR
Education
Northwestern University 2011 — 2012
Masters of Science, Medical Informatics
Creighton University 1985 — 1989
BSBA, Finance
AccuReg Front-End Revenue Cycle Solutions December 2014 - Present
Medical Nutrition Services, LLC January 2013 - Present
The Ashcroft Law Firm, LLC January 2012 - January 2013
Advantage Capital Partners December 2010 - January 2012
Moore Solutions, Inc. January 2010 - December 2010
DailyAccess Corporation April 2008 - January 2010
Synovus February 2001 - April 2008
MacKay Shields LLC May 1999 - June 2000
Dalton, Greiner, Hartman, Maher & Co., LLC April 1997 - May 1999
JPMorgan Chase December 1991 - April 1997
Skills
Healthcare Information..., Management, Investments, Informatics, Financial Advisory, Nutrition, Financial Analysis, Process Improvement, Strategic Planning, Project Management, HIPAA, Leadership, Healthcare Analytics, Innovation, Revenue Cycle Management, Research, Sales, Marketing, Agile Project Management, Lean Software..., Metabolic Syndrome, Cardiometabolic Risk, Clinical Decision..., Data Warehousing, Mentoring, Coaching, Fitness, Behavior Change, Predictive Analytics, Wellness, Lifestyle Coaching, Health Savings Accounts, Accountable Care, NCQA, HEDIS, Diabetes, Chronic Kidney Disease, Business Intelligence, Telemedicine, Computer Network..., User Interface Design, Asset Management, Start-up Ventures, Software Procurement, Medical Records, New Technology..., Business Analysis, Healthcare, HL7, EMR
Education
Northwestern University 2011 — 2012
Masters of Science, Medical Informatics
Creighton University 1985 — 1989
BSBA, Finance
Donald S. Porter, CFA Donald S. Porter, CFA's Dalton, Greiner, Hartman, Maher & Co., LLC Experience October 2005 - Present
Job Senior Vice President / Industrials Analyst
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC October 2005 - Present
TQA Investors April 2004 - September 2005
U.S. House of Representatives January 2003 - March 2004
Skills
Financial Modeling, Portfolio Management, Bloomberg, Microsoft Excel, Factset, Fundamental Analysis, Alternative Investments, Equity Research, International Investment, Asset Management, Global Investing, Valuation, Analysis, Equities, Finance
Education
Bucknell University 1998 — 2002
Bachelor of Arts, Economics / Finance / International Relations
School for International Training 2001 — 2001
Bachelor of Arts (B.A.), Economics
Menlo School 1994 — 1998
Dalton, Greiner, Hartman, Maher & Co., LLC October 2005 - Present
TQA Investors April 2004 - September 2005
U.S. House of Representatives January 2003 - March 2004
Skills
Financial Modeling, Portfolio Management, Bloomberg, Microsoft Excel, Factset, Fundamental Analysis, Alternative Investments, Equity Research, International Investment, Asset Management, Global Investing, Valuation, Analysis, Equities, Finance
Education
Bucknell University 1998 — 2002
Bachelor of Arts, Economics / Finance / International Relations
School for International Training 2001 — 2001
Bachelor of Arts (B.A.), Economics
Menlo School 1994 — 1998
Erika Donalds, CPA, CGMA Erika Donalds, CPA, CGMA's Dalton, Greiner, Hartman, Maher & Co., LLC Experience September 2002 - Present
Job Vice President, Controller, Partner at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC September 2002 - Present
Boston Private Financial Holdings February 2004 - Present
Mason Classical Academy September 2012 - Present
Collier County Public Schools 2014 - 2015
Collier County Public Schools 2014 - 2015
Collier County Public Schools 2014 - 2015
Skills
Financial Modeling, Investments, Strategic Financial..., Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Internal Controls, CPA, Fund Accounting, Due Diligence, Auditing, Mergers, Alternative Investments, Microsoft Excel, Corporate Finance, Fund Administration, Enterprise Risk..., Finance, Mergers & Acquisitions, Valuation, Budgets, Cash Management, Business Valuation, Financial Analysis, Asset Management, Financial Accounting, GAAP, Financial Risk, Tax, SEC filings, Managerial Finance, Financial Services, Securities, Credit, Mutual Funds, Treasury Management, Investment Advisory, Hedge Funds, Wealth Management
Education
Florida Atlantic University 2005 — 2006
MAcc, Accounting
Florida State University 1998 — 2002
BS, Accounting
Florida State University - College of Business 1998 — 2002
BS, Accounting
Dalton, Greiner, Hartman, Maher & Co., LLC September 2002 - Present
Boston Private Financial Holdings February 2004 - Present
Mason Classical Academy September 2012 - Present
Collier County Public Schools 2014 - 2015
Collier County Public Schools 2014 - 2015
Collier County Public Schools 2014 - 2015
Skills
Financial Modeling, Investments, Strategic Financial..., Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Internal Controls, CPA, Fund Accounting, Due Diligence, Auditing, Mergers, Alternative Investments, Microsoft Excel, Corporate Finance, Fund Administration, Enterprise Risk..., Finance, Mergers & Acquisitions, Valuation, Budgets, Cash Management, Business Valuation, Financial Analysis, Asset Management, Financial Accounting, GAAP, Financial Risk, Tax, SEC filings, Managerial Finance, Financial Services, Securities, Credit, Mutual Funds, Treasury Management, Investment Advisory, Hedge Funds, Wealth Management
Education
Florida Atlantic University 2005 — 2006
MAcc, Accounting
Florida State University 1998 — 2002
BS, Accounting
Florida State University - College of Business 1998 — 2002
BS, Accounting
Bob Gorman Bob Gorman's Dalton, Greiner, Hartman, Maher & Co., LLC Experience December 2001 - July 2007
Job MD, Marketing at Sandler Capital Management
Industry Investment Management
Experience
Sandler Capital Management November 2009 - Present
Wood Creek Capital Management November 2007 - June 2009
Dalton, Greiner, Hartman, Maher & Co., LLC December 2001 - July 2007
Soc Gen March 2000 - October 2001
Bankers Trust 1986 - 1999
Mclean Trucking 1978 - 1982
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Ops Management
Providence College 1974 — 1978
BA, Math
Monsignor Bonner
Sandler Capital Management November 2009 - Present
Wood Creek Capital Management November 2007 - June 2009
Dalton, Greiner, Hartman, Maher & Co., LLC December 2001 - July 2007
Soc Gen March 2000 - October 2001
Bankers Trust 1986 - 1999
Mclean Trucking 1978 - 1982
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Ops Management
Providence College 1974 — 1978
BA, Math
Monsignor Bonner
Kristin Grecsek Kristin Grecsek's Dalton, Greiner, Hartman, Maher & Co., LLC Experience July 2015 - Present
Job Portfolio Administrator at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Investment Management
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC July 2015 - Present
Wasmer, Schroeder & Company, Inc. December 2012 - July 2015
PIEDMONT INVESTMENT ADVISORS LLC., A WILLIAM MILITELLO COMPANY July 2011 - October 2011
Skills
Microsoft Excel, APX, Microsoft Office, PowerPoint, Outlook, Fixed Income, Investments, Finance, Financial Analysis, Fixed Income Analysis, Streamlining..., Streamlining Work..., Streamlining, Corporate Research, Municipal Research, Portfolio Performance...
Education
Florida Gulf Coast University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Florida Gulf Coast University 2008 — 2011
Bachelor of Science, Marketing, Advertising
Dalton, Greiner, Hartman, Maher & Co., LLC July 2015 - Present
Wasmer, Schroeder & Company, Inc. December 2012 - July 2015
PIEDMONT INVESTMENT ADVISORS LLC., A WILLIAM MILITELLO COMPANY July 2011 - October 2011
Skills
Microsoft Excel, APX, Microsoft Office, PowerPoint, Outlook, Fixed Income, Investments, Finance, Financial Analysis, Fixed Income Analysis, Streamlining..., Streamlining Work..., Streamlining, Corporate Research, Municipal Research, Portfolio Performance...
Education
Florida Gulf Coast University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Florida Gulf Coast University 2008 — 2011
Bachelor of Science, Marketing, Advertising
Cheri Cecchin's Dalton, Greiner, Hartman, Maher & Co., LLC Experience February 1993 - June 2000
Job Executive Director, CCO
Industry Financial Services
Experience
Saladworks June 2014 - Present
Saladworks January 2013 - Present
Saladworks April 2009 - Present
Beach Investment Counsel, Inc. June 2000 - Present
Dalton, Greiner, Hartman, Maher & Co., LLC February 1993 - June 2000
Skills
Franchising, Customer Service, Restaurants, Budgets, Investments, Strategic Planning, Management, Leadership, Team Building, Sales, Marketing, Asset Management, Marketing Strategy, Portfolio Management
Education
International College 1993 — 1996
Bachelor's degree, Business Management
Delsea Regional High School 1984 — 1988
Saladworks June 2014 - Present
Saladworks January 2013 - Present
Saladworks April 2009 - Present
Beach Investment Counsel, Inc. June 2000 - Present
Dalton, Greiner, Hartman, Maher & Co., LLC February 1993 - June 2000
Skills
Franchising, Customer Service, Restaurants, Budgets, Investments, Strategic Planning, Management, Leadership, Team Building, Sales, Marketing, Asset Management, Marketing Strategy, Portfolio Management
Education
International College 1993 — 1996
Bachelor's degree, Business Management
Delsea Regional High School 1984 — 1988
Erin Gilroy's Dalton, Greiner, Hartman, Maher & Co., LLC Experience March 2011 - Present
Job Vice President at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC March 2011 - Present
Third Avenue Management February 2009 - March 2011
Mondiale Partners LLC May 2008 - January 2009
Bear Stearns July 2007 - June 2008
Stanfield Capital Partners February 2002 - June 2006
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Capital Markets, Portfolio Management, Bloomberg, Asset Management, Fixed Income, Finance, Financial Modeling, Series 7, Mutual Funds, Private Equity, Financial Analysis, Asset Allocation, Investment Banking, Financial Markets
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Finance and Investments
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor's degree, Business and Economics
Dalton, Greiner, Hartman, Maher & Co., LLC March 2011 - Present
Third Avenue Management February 2009 - March 2011
Mondiale Partners LLC May 2008 - January 2009
Bear Stearns July 2007 - June 2008
Stanfield Capital Partners February 2002 - June 2006
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Capital Markets, Portfolio Management, Bloomberg, Asset Management, Fixed Income, Finance, Financial Modeling, Series 7, Mutual Funds, Private Equity, Financial Analysis, Asset Allocation, Investment Banking, Financial Markets
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Finance and Investments
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor's degree, Business and Economics
Tom Gibson, CFA, CPA's Dalton, Greiner, Hartman, Maher & Co., LLC Experience August 2005 - Present
Job Chief Compliance Officer/Chief Financial Officer at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Investment Management
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC August 2005 - Present
Bingham Legg Advisers November 1999 - August 2005
Investors Bank & Trust February 1996 - November 1999
FDIC January 1990 - February 1996
Skills
Certificate in...
Education
Bentley University 1997 — 1999
Master of Science (MS), Finance, General
Suffolk University - Sawyer School of Management 1989 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Suffolk University - Sawyer School of Management 1982 — 1986
BSBA, Accounting and Business/Management
Dalton, Greiner, Hartman, Maher & Co., LLC August 2005 - Present
Bingham Legg Advisers November 1999 - August 2005
Investors Bank & Trust February 1996 - November 1999
FDIC January 1990 - February 1996
Skills
Certificate in...
Education
Bentley University 1997 — 1999
Master of Science (MS), Finance, General
Suffolk University - Sawyer School of Management 1989 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Suffolk University - Sawyer School of Management 1982 — 1986
BSBA, Accounting and Business/Management
Kenneth Greiner's Dalton, Greiner, Hartman, Maher & Co., LLC Experience 1990 - Present
Job Founder/Partner at Fabula Media LLC
Industry Performing Arts
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC 1990 - Present
Fabula Media LLC 2010 - Present
iBroadway 2010 - Present
Education
Baruch College
Master of Business Administration (MBA), Investments and Securities
Bucknell University 1963 — 1967
bs, math
Dalton, Greiner, Hartman, Maher & Co., LLC 1990 - Present
Fabula Media LLC 2010 - Present
iBroadway 2010 - Present
Education
Baruch College
Master of Business Administration (MBA), Investments and Securities
Bucknell University 1963 — 1967
bs, math
Douglas Chudy, CFA's Dalton, Greiner, Hartman, Maher & Co., LLC Experience April 2011 - Present
Job Vice President at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Investment Management
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC April 2011 - Present
KeyBanc Capital Markets December 2006 - March 2011
Sumitomo Mitsui Banking Corporation January 2003 - November 2006
JPMorgan Chase September 2001 - December 2002
Education
Ohio University 1997 — 2001
Bachelor of Business Administration, Finance
Dalton, Greiner, Hartman, Maher & Co., LLC April 2011 - Present
KeyBanc Capital Markets December 2006 - March 2011
Sumitomo Mitsui Banking Corporation January 2003 - November 2006
JPMorgan Chase September 2001 - December 2002
Education
Ohio University 1997 — 2001
Bachelor of Business Administration, Finance
Karen Schnetzer-Lamonge's Dalton, Greiner, Hartman, Maher & Co., LLC Experience April 1995 - Present
Job Senior Operations Specialist at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC April 1995 - Present
Education
Minnesota State University, Mankato 1987 — 1992
Accounting and Finance
University of Minnesota-Duluth 1987 — 1988
Dalton, Greiner, Hartman, Maher & Co., LLC April 1995 - Present
Education
Minnesota State University, Mankato 1987 — 1992
Accounting and Finance
University of Minnesota-Duluth 1987 — 1988
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY