Team Overview

The DSG Group, which includes Jack Varon, Dan Helmick, and Michael Kelter, has managed portfolios for First Manhattan clients since 1964. The team's long-term track record reflects a history of prudent investing, protecting and steadily building clients' wealth over time. They believe strongly in long-term investing and in the power of compounding. As patient, risk-averse, value-oriented investors, they conduct deep due diligence before making any investments on their clients' behalf. This has historically allowed for low portfolio turnover and tax efficiency.

Michael Kelter Biography

Michael Kelter is a Senior Managing Director and Portfolio Manager. Prior to joining First Manhattan in 2014, he worked at Goldman Sachs in its Global Investment Research division.

Michael holds an MBA from New York University's Stern School of Business and BAs in Finance and Economics from the University of Richmond, where he graduated summa cum laude.