Profil
Benjamin Cary Halliburton was the founder and former Chief Investment Officer of Tradition Capital Management LLC, which was founded in 2000.
He is also the founder of Candor Wealth Advisors LLC.
He held former positions as Director at Cary Street Partners Financial LLC, Principal at Brundage, Story & Rose LLC, Portfolio Manager at Merrill Lynch Investment Managers, Inc., and Portfolio Manager at Pantheon Investments LLC.
He also served as Chief Investment Officer of Active Management & MD at Cary Street Partners Asset Management LLC from 2019 to 2021 and as Chief Investment Officer at Tradition Asset Management LLC from 2019 to 2020.
Mr. Halliburton received his undergraduate degree from Vanderbilt University in 1985 and his MBA from The Fuqua School of Business in 1990.
Anciens postes connus de Benjamin Cary Halliburton
| Sociétés | Poste | Fin |
|---|---|---|
Cary Street Partners Asset Management LLC
 Cary Street Partners Asset Management LLC Investment ManagersFinance Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis. | Head-Equity Investments | 01/04/2021 |
Tradition Capital Management LLC
 Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Fondateur | 01/08/2020 |
Tradition Asset Management LLC
 Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Directeur de la Recherche - Actions | 01/08/2020 |
Cary Street Partners Financial LLC /VA/
 Cary Street Partners Financial LLC /VA/ Investment ManagersFinance Cary Street Partners Financial LLC provides financial advisory services. The firm offers wealth management, asset management, life insurance strategies and corporate benefits and retirement services. The company was founded by Mark M. Gambill and Thomas H. Tullidge, Jr. in 2002 and is headquartered in Richmond, VA. | Directeur/Membre du Conseil | - |
Candor Wealth Advisors LLC
 Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Fondateur | - |
Formation de Benjamin Cary Halliburton
| Vanderbilt University | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Brundage, Story & Rose LLC
 Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Tradition Capital Management LLC
Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Finance |
Pantheon Investments LLC
 Pantheon Investments LLC Investment ManagersFinance Pantheon Investments LLC is an independent registered investment advisor headquartered in Chattanooga, Tennessee. It was founded by Tague R. Goodhue in 1999. The firm provides advisory services to accredited and qualified investors. | Finance |
Candor Wealth Advisors LLC
Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Finance |
Cary Street Partners Asset Management LLC
Cary Street Partners Asset Management LLC Investment ManagersFinance Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis. | Finance |
Cary Street Partners Financial LLC /VA/
Cary Street Partners Financial LLC /VA/ Investment ManagersFinance Cary Street Partners Financial LLC provides financial advisory services. The firm offers wealth management, asset management, life insurance strategies and corporate benefits and retirement services. The company was founded by Mark M. Gambill and Thomas H. Tullidge, Jr. in 2002 and is headquartered in Richmond, VA. | Finance |
Tradition Asset Management LLC
Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Finance |