Stephen Ely
Analyst-Equity bei Tradition Asset Management LLC
Profil
Mr. Stephen Ely is a Managing Director at Tradition Asset Management LLC.
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.
He 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 BA in History, and attended the Graduate School of Business at New York University.
Aktive Positionen von Stephen Ely
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Analyst-Equity | - |
Ehemalige bekannte Positionen von Stephen Ely
| Unternehmen | Position | Ende |
|---|---|---|
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. | Analyst-Equity | - |
Kuhn Loeb & Co., Inc.
 Kuhn Loeb & Co., Inc. Investment Banks/BrokersFinance Kuhn Loeb & Co., Inc. provided investment banking services. The company was headquartered in New York, NY. | Corporate Officer/Principal | - |
Haven Capital Management LLC
 Haven Capital Management LLC Investment ManagersFinance Founded in 1983, Haven Capital Management LLC is a registered investment advisor located in Summit, New Jersey. The firm offers investment management services to institutions and individuals. All accounts are separately managed. | Gründer | - |
Ausbildung von Stephen Ely
| Princeton University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Haven Capital Management LLC
Haven Capital Management LLC Investment ManagersFinance Founded in 1983, Haven Capital Management LLC is a registered investment advisor located in Summit, New Jersey. The firm offers investment management services to institutions and individuals. All accounts are separately managed. | 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 |
Kuhn Loeb & Co., Inc.
Kuhn Loeb & Co., Inc. Investment Banks/BrokersFinance Kuhn Loeb & Co., Inc. provided investment banking services. The company was headquartered in New York, NY. | 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 |
