Stephen Ely

Analyst-Equity presso Tradition Asset Management LLC

Finance

Consumer Services

Profilo

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.

Posizioni attive di Stephen Ely

Società	Posizione	Inizio
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	-

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Precedenti posizioni note di Stephen Ely

Società	Posizione	Fine
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.	Fondatore	-

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Formazione di Stephen Ely

Princeton University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	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

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