Based in Westchester County, New York. Belle Haven Investments is an independent, boutique fixed income manager. Since our establishment in 2002, Belle Haven has been specializing in building separately managed taxable and tax-exempt fixed income portfolios. We are uniquely committed to serving consultants and advisors along with the institutions, foundations, and high net worth individuals whom they represent.

Our mission is to be a best-in-class fixed income manager. By focusing our team's expertise in one asset class, we are capable of creating award winning strategies and portfolios. Our primary goal is to provide an unrivaled level of service, reliability and customization to our advisors in building what we hope are partnerships for years to come. 

This commitment has been our guide from our very first account in 2002 to the over $15 Billion in client assets that we manage today. We remain grateful for the opportunity to be of service.

Belle Haven Investments was named by Pensions & Investments as a “Best Places to Work in Money Management” in 2018, 2019, 2020 and 2021 as well as a "Best Companies to work for in New York State" by SHRM in 2018, 2019, 2020 and 2021. 

Important Disclosures:

http://www.bellehaven.com/disclosures

Investment Management

Belle Haven Investments

Michael Menna

Adam Palmeri

Laura Chapman

Tom Rossley

Scott Tallman

Mark Richman

James Lyman

Griffin Kubik Stephens

Melissa Chaffee

Armen Manukian

The Operations Team at Belle Haven Investments plays a crucial role in ensuring the seamless management and execution of fixed income portfolios. This team oversees trading operations, compliance processes, and end-user management, coordinating efforts to maintain high standards of accuracy and efficiency. With a focus on supporting the firm's commitment to exceptional service, they enable advisors and clients to navigate the complexities of fixed income investments confidently.

Operations Team

Leadership Team

Operations Team

About

Team members

Other teams at Belle Haven Investments

Investment Management

Leadership Team