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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 CSPAM offers portfolio strategies that range from full equity models with higher levels of risk to full bond models with lower levels of risk, as well as a range of ETF portfolios with a varied blend of equity and bond exposure that fall between them. In addition, they offer strategies that include alternative assets. | Head-Equity Investments | 01/04/2021 |
Tradition Capital Management LLC
 Tradition Capital Management LLC Investment ManagersFinance Tradition Capital Management (TCM) employs a GARP investment approach. The firm focuses on investments in companies with above average earnings growth that are trading at a discount to their estimated fair value. While TCM's equity investment strategy concentrates on large companies, they selectively include medium and smaller companies in their portfolios where client circumstances and objectives warrant. The firm targets emerging growth companies with the potential to become large companies. TCM seeks to generate higher returns by selecting companies with the potential to rapidly grow their business in the near future. For clients with the primary goal is income and capital preservation, TCM manages balanced portfolios with a median equity allocation of 40% to 60%. For clients with the primary goal of growth and appreciation, the firm manages portfolios with a median equity allocation of 60% to 80%. Though not limited by sector, TCM tends to invest in the stocks of large-cap companies in the consumer non-durables, healthcare technology, energy minerals, producer manufacturing and electronic technology sectors. Most of their investments are in companies located in the US, Europe and the Middle East. The firm maintains a low turnover rate. TCM's fixed-income investment strategy emphasizes preservation of capital and principal stability. The firm focuses on investments in higher quality bonds with investment grade ratings. They avoid investing in lower rated bonds, especially high-yield or junk bonds. | Fondateur | 01/08/2020 |
Tradition Asset Management LLC
 Tradition Asset Management LLC Investment ManagersFinance Profile Unavailable. | Directeur de la Recherche - Actions | 01/08/2020 |
Cary Street Partners Financial LLC /VA/
 Cary Street Partners Financial LLC /VA/ Investment ManagersFinance Provides wealth and asset management services | Directeur/Membre du Conseil | - |
Candor Wealth Advisors LLC
 Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors works with clients to select world class third party asset managers who are deployed to construct diversified portfolios that meet each client's objectives. Asset classes may range from US domestic equities to international equities and bonds, to tax-free investments, to private investment opportunities or commodities among others. Candor utilizes several types of investment vehicles, such as separately managed accounts (SMAs), ETFs, mutual funds, money markets, structured notes and partnerships. In addition, the firm utilizes some fixed-income instruments. Although the type of investments might vary, most of the investment vehicles have some form of equities or fixed-income in their strategic and tactical makeup. Candor helps mitigate risk by selecting strategies, investment venues and particular securities within diversified portfolios that spread security risk across numerous companies and particular sectors of investment. Where clients' circumstances are deemed appropriate, the firm also utilizes hedges or securities that are inversely correlated with market price movements in order to reduce the overall volatility of portfolio of equity securities. Candor may utilize inversely correlated equity securities only as hedges and not as speculative trading vehicles. The firm may also utilize ETFs for certain commodities that are not diversified. This exposes the investor to price fluctuation on the underlying commodity or commodities. Candor helps mitigate this risk by limiting the percentage of client capital which will be deployed and mixing these ETFs into a broadly diversified portfolio. They may also utilize structured notes or structured products to meet some of their asset class objectives or as hedging instruments. In addition, Candor may use partnerships to provide exposure to real assets such as real estate, energy production or timber. | Fondateur | - |
Formation de Benjamin Cary Halliburton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Brundage, Story & Rose LLC
 Brundage, Story & Rose LLC Investment ManagersFinance Provides investment advice | Finance |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Tradition Capital Management LLC
Tradition Capital Management LLC Investment ManagersFinance Tradition Capital Management (TCM) employs a GARP investment approach. The firm focuses on investments in companies with above average earnings growth that are trading at a discount to their estimated fair value. While TCM's equity investment strategy concentrates on large companies, they selectively include medium and smaller companies in their portfolios where client circumstances and objectives warrant. The firm targets emerging growth companies with the potential to become large companies. TCM seeks to generate higher returns by selecting companies with the potential to rapidly grow their business in the near future. For clients with the primary goal is income and capital preservation, TCM manages balanced portfolios with a median equity allocation of 40% to 60%. For clients with the primary goal of growth and appreciation, the firm manages portfolios with a median equity allocation of 60% to 80%. Though not limited by sector, TCM tends to invest in the stocks of large-cap companies in the consumer non-durables, healthcare technology, energy minerals, producer manufacturing and electronic technology sectors. Most of their investments are in companies located in the US, Europe and the Middle East. The firm maintains a low turnover rate. TCM's fixed-income investment strategy emphasizes preservation of capital and principal stability. The firm focuses on investments in higher quality bonds with investment grade ratings. They avoid investing in lower rated bonds, especially high-yield or junk bonds. | Finance |
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pantheon Investments LLC
 Pantheon Investments LLC Investment ManagersFinance Pantheon Investments is a fundamental long only firm with a strong conviction in preserving investors' capital as well as growing wealth. The firm historically keeps low net exposure versus its peers while delivering high-quality, uncorrelated returns. They remain uniquely positioned by nurturing long-held relationships with preeminent hedge funds. Pantheon Investments capitalizes on these connections for research in security selection. The firm often positions the portfolio with a contrarian outlook. | Finance |
Candor Wealth Advisors LLC
Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors works with clients to select world class third party asset managers who are deployed to construct diversified portfolios that meet each client's objectives. Asset classes may range from US domestic equities to international equities and bonds, to tax-free investments, to private investment opportunities or commodities among others. Candor utilizes several types of investment vehicles, such as separately managed accounts (SMAs), ETFs, mutual funds, money markets, structured notes and partnerships. In addition, the firm utilizes some fixed-income instruments. Although the type of investments might vary, most of the investment vehicles have some form of equities or fixed-income in their strategic and tactical makeup. Candor helps mitigate risk by selecting strategies, investment venues and particular securities within diversified portfolios that spread security risk across numerous companies and particular sectors of investment. Where clients' circumstances are deemed appropriate, the firm also utilizes hedges or securities that are inversely correlated with market price movements in order to reduce the overall volatility of portfolio of equity securities. Candor may utilize inversely correlated equity securities only as hedges and not as speculative trading vehicles. The firm may also utilize ETFs for certain commodities that are not diversified. This exposes the investor to price fluctuation on the underlying commodity or commodities. Candor helps mitigate this risk by limiting the percentage of client capital which will be deployed and mixing these ETFs into a broadly diversified portfolio. They may also utilize structured notes or structured products to meet some of their asset class objectives or as hedging instruments. In addition, Candor may use partnerships to provide exposure to real assets such as real estate, energy production or timber. | Finance |
The Fuqua School of Business
 The Fuqua School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cary Street Partners Asset Management LLC
Cary Street Partners Asset Management LLC Investment ManagersFinance CSPAM offers portfolio strategies that range from full equity models with higher levels of risk to full bond models with lower levels of risk, as well as a range of ETF portfolios with a varied blend of equity and bond exposure that fall between them. In addition, they offer strategies that include alternative assets. | Finance |
Cary Street Partners Financial LLC /VA/
Cary Street Partners Financial LLC /VA/ Investment ManagersFinance Provides wealth and asset management services | Finance |
Tradition Asset Management LLC
Tradition Asset Management LLC Investment ManagersFinance Profile Unavailable. | Finance |
