Morley Goldberg – President
Morley is the founder and President of Dumont & Blake Investment Advisors which was founded in 1999. He is a member of the Investment Policy Committee and a Portfolio Manager/Investment Strategist.
Morley started his investment career in 1969 as an Account Executive with the firm of Clark Dodge & Co. and later with Tucker Anthony and R.L. Day, in 1972. Later he joined the investment firm of Delafield, Harvey, and Tabell in 1976, where he completed the development of his research product for institutional investors: Input Analysis for Portfolio Managers. In 1979 he joined Moore & Schley, where he marketed his Input Analysis service to portfolio managers throughout the country. In 1985 Morley founded and directed the firm’s investment advisory division, Moore & Schley Asset Management. In 1990 he merged Moore & Schley into Matrix Asset Advisors.
Morley graduated with a Bachelor of Science degree in Electrical Engineering from the City University of New York and received a Master of Business Administration degree with a concentration in Finance from Rutgers University.
Morley is on the Board of Trustees of The SAMFund, since 2006 and currently still serves on the board as an active member. Contact Morley here.
Adam Goldberg – Managing Director
Adam has over 20 years of investment management experience. He co-founded Dumont and Blake Investment Advisors in 1999, running the equity and fixed income trading desks, managing the fixed income portfolios and overseeing the portfolio management. Adam started his career in the investment business in 1992 with PaineWebber, and in 1995 he joined Matrix Asset Advisors as the fixed income trader and portfolio manager. Adam graduated cum laude from Towson State University. Adam is a member of the Investment Policy Committee. Contact Adam here.
R. Dawson Smith, III – Managing Director
Dawson joined Dumont & Blake in 2003. He has 30 years of investment management experience. Before joining Dumont & Blake, he was a Senior Portfolio Manager with J. P. Morgan Private Bank in New York City where he was a valued member of the equity strategy committee. He had been with J. P. Morgan and Chase Bank for over 16 years. In this position Dawson was responsible for over $700 million in trust, investment management, pension and retirement assets. Prior to his years at J. P. Morgan and Chase Bank, Dawson was with Manufacturers Hanover Trust Company for ten years. Contact Dawson here.
Stacy Goldstein – Vice President
Stacy joined Dumont & Blake in 2001 as the Operations Manager. In 2006 she took over the responsibilities of the Chief Operations Officer and currently she is the Vice President/Marketing Manager. Stacy is responsible for financial and operational needs of the company. More recently she has taken on marketing responsibilities where she represents the company at industry events which has developed a stronger community focus. Stacy started her career working on Wall Street for financial institutions in the brokerage industry. Prior to joining Dumont & Blake, Stacy served as the Key Account Manager for Weber Scientific in Robbinsville, NJ. Stacy has over 20 years of experience in management, client servicing and direct marketing. Contact Stacy here.
Joann Tarateta – Operations Manager
Joann joined Dumont & Blake is 2002 and currently serves as the Operations Manager, responsible for the back office operations of the firm. Prior to joining Dumont & Blake she was employed by Goldman Sachs New York Headquarters, where she was part of their Fixed Income Settlement and Trade Reconciliation support team. She also spent part of her Goldman Sachs career in their London office during the automation of the London Stock exchange, providing operational support. Joann brings over 20 years of experience in operations and bond trade processing to Dumont & Blake. Contact Joann here.
Susan McKinlay – Client Services Specialist
Susan joined Dumont & Blake in 2005 and currently serves as the Client Services Specialist. She is the point of contact for our clients and she is responsible for all aspects of superior client services. Susan has over 25 years experience in the financial services industry. Prior to working at Dumont & Blake Susan served as the Operations Administrator at Mercadien Asset Management. Susan graduated from Lynchburg College in 1983 and began her career in institutional taxable fixed income sales at Drexel Burnham Lambert, PaineWebber and Sanwa-BGK Securities. Contact Susan here.
Irene Voronoff, CMT – Technical Market Analyst, Equity Trader
Irene joined Dumont & Blake in 2008 and currently serves as the Technical Market Analyst and Equity Trader. In her current position at Dumont & Blake, Irene performs technical analysis of capital markets and individual securities, implements strategic investment decisions throughout client portfolios, generates portfolio analytics and performance attributions. Irene has over 20 years of experience in portfolio management. Prior to joining Dumont and Blake Irene was associated with Amivest Capital Management Asset Builder a division of North Fork Bank. Her responsibilities included Portfolio Administrator, Research Analyst, Performance Analyst and Portfolio Manager. Irene graduated from State University of Kiev, Ukraine with a combined Bachelor of Science and Master of Science degree in Engineering and General Science. She is also a member of the Market Technicians Association and a holder of Chartered Market Technician designation. Contact Irene here.