Benjamin C. Halliburton, CFA
Mr. Halliburton is a founder and Chief Investment Officer of Tradition. He oversees the investment research and strategy for Tradition. He heads the Investment Committee and covers the Energy and Technology sectors. Mr. Halliburton has over a quarter of a century of professional investing experience including ten years at Brundage, Story and Rose where he was BS&R's Director of Research and responsible for overseeing the firm's equity selection process. He was a principal of the firm and a member of the firm's Investment Policy Committee. He also designed, developed and managed BS&R’s successful Disciplined Growth Strategy. He holds the Chartered Financial Analyst designation and earned an MBA from Duke's Fuqua School of Business in 1990, where he was distinguished as a Fuqua Scholar. He earned a Bachelor of Science from Vanderbilt University, graduating Magna Cum Laude in 1985, and graduated Salutatorian from the McCallie School.
Christopher J. Trompeter, CFA
Mr. Trompeter is Chief Operating Officer and works on Tradition’s Investment Committee. Mr. Trompeter is also an analyst responsible for the Consumer Discretionary sector and regional banks. He is a founder and principal of the firm and has over three decades of investment management experience. Prior to Tradition, Mr. Trompeter was a senior portfolio manager at Brundage, Story and Rose, where he was a member of the Core Stock Selection Group and the Technology Research Group. Mr. Trompeter’s extensive experience includes Citibank Global Asset Management, where he was a senior portfolio manager. Mr. Trompeter began his career at Bankers Trust Company in 1978 managing equity, balanced and fixed income portfolios for institutional clients. He is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. Mr. Trompeter graduated from St. Lawrence University with Bachelors of Arts in Economics and Government.
Alan J. Reef
Mr. Reef is a Managing Director and member of Tradition’s Investment Committee. He is also a member of the All-Cap Advantage Strategy portfolio manager team. Mr. Reef’s direct analyst responsibilities are money center banks and insurance companies. Prior to joining Tradition, he was President, CEO, and Chief Investment Officer of Overbrook Management Company, a 67 year-old family office, where he was responsible for the firm’s investments and management of the company. Before Overbrook, Mr. Reef was a Managing Director, Director of Research and member of the Investment Policy Committee at Brundage, Story & Rose. Mr. Reef began his investment career at Lehman Management Company, then a division of Lehman Brothers. Lehman’s institutional business became Ark Asset Management. Mr. Reef worked for thirteen years at Ark and its predecessor where he rose to Managing Director and Senior Portfolio Manager. He earned a Bachelor of Science from the University of Pennsylvania’s Wharton School with honors and an MBA with Distinction from New York University’s Stern School. Mr. Reef is active in community affairs and sits on various investment and finance committees.
Mr. Turko is a Managing Director of Tradition, where he contributes to the research and portfolio management process. Mr. Turko works on both the Dividend Value Strategy and the All-Cap Advantage portfolio management teams. Mr. Turko was a Managing Director and a founding member of Haven Capital Management. He was a Principal in the group that was spun out of Goldman Sachs to form the predecessor to Haven. His role at Haven cut across all aspects of the investment process and management of portfolios. In addition, he coordinated the firm’s institutional business development. He graduated from Yale University with a Bachelor of Science in Engineering, and from Columbia University with an MBA. Mr. Turko is active in community and educational affairs as a member of the Investment Committee of Overlook Hospital Foundation and the Summit Area YMCA. He is a former member of the Board of Trustees of Deerfield Academy, where he served as Chairman of both the Finance and Investment Committees. He is also active in Yale alumni affairs.
Mr. Ely is a Managing Director of Tradition. He manages portfolios for individuals at Tradition. In addition, he is a contributor to Tradition’s research process, focusing on industry and economic trends. Mr. Ely was a Managing Director and one of the founding members of Haven Capital Management. In addition to equity and economic research, he managed portfolios for individual clients. Mr. Ely began his career at Kuhn Loeb & Co. where he became a Partner in charge of the firm’s Investment Advisory Department. He joined Haven’s predecessor as a Principal, and was a member of the original group that founded Haven. He graduated from Princeton University with a Bachelor of Arts in History, and attended the Graduate School of Business at New York University.
Adam M. Levy
Mr. Levy is a Managing Director and Investment Committee member responsible for managing Tradition’s Fixed Income Portfolios. He actively manages both taxable and non-taxable portfolios in strategies ranging from Enhanced Cash to Core Plus. He also works on macro-economic analysis as it impacts broad financial markets and fixed income markets. In addition, he contributes his perspective and experience to the asset allocation and manager selection process for outsourced asset management.
Mr. Levy possesses over fifteen years of direct market knowledge gained from researching, trading and overseeing portfolios invested across the capital structure. Prior to joining Tradition, he worked with institutional and high net worth clients independently and for Overbrook Management Company, a multi-generational family office. Mr. Levy managed taxable and non-taxable fixed income accounts for foundations, pension funds and family office clients. He also researched and selected managers for portfolios comprised of fixed income and equity mutual funds. Prior to joining Overbrook, Mr. Levy worked in equity research at Epoch Partners, a technology focused investment bank where he covered the Consumer and Internet Technology sectors. At Citigroup (formerly Salomon Brothers), he analyzed risk exposure and option hedging strategies for both the proprietary equity derivatives trading desk and high net worth clients. Before joining Salomon Brothers, Mr. Levy analyzed fixed income trading portfolios for the Market Analysis Group at Credit Lyonnais Securities.
He earned a Bachelor of Science with honors from the Wharton School of the University of Pennsylvania and an MBA from the MIT Sloan School of Management.
Marc Davis, CFA
Senior Vice President
Mr. Davis is an industry research analyst working on the Health Care and Consumer Staples sectors for Tradition. He works on the Investment Committee. Mr. Davis joined Tradition in 2002 and started his investment management career in equity research at Brundage, Story and Rose where he was a junior equity analyst following Health Care, Consumer Staples and Financial companies. He was also a member of the firm's Health Care and Basic Materials industry working groups. He earned a Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the New York Bar. Mr. Davis graduated from Columbia College in 1985 and earned his JD degree from the New York University School of Law in 1989.