Tradition Capital Management Employee Directory

Investment ManagementNew Jersey, United States11-50 Employees

Tradition Capital Management is an investment management firm based in Summit, New Jersey, offering equity and fixed-income management to clients. It is an SEC-registered investment adviser that seeks high-quality companies with sustainable profitability, robust cash generation, and secular growth, aiming to buy at prices below estimated intrinsic value to generate favorable risk-adjusted returns. The investment process relies on experience, disciplined research, and a focus on fundamentals to assemble portfolios across strategies tailored to client needs.

Founded in 2000 with a growth-at-a-reasonable-price philosophy, the firm traces its origins to former Brundage, Story and Rose personnel and remains employee-owned. Its corporate structure includes Tradition Asset Management LLC, which acquired the assets of Tradition Capital Management LLC and operates as the successor in interest under Luxon Financial LLC, reflecting its ongoing evolution and alignment with clients' objectives in both equity and fixed-income investing.

Find Tradition Capital Management employees' phone numbers or email addresses

Tradition Capital Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Tradition Capital Management's Leadership

  • Stylized image of a person
    M. C.
    Financial Advisor Vice President
    Phone icon
  • Stylized image of a person
    A. R.
    Managing Director
    Phone icon
  • Stylized image of a person
    D. S.
    Portfolio Manager, Managing Director
    Phone icon
  • Stylized image of a person
    C. P.
    HR & Finance Officer
    Phone icon
  • Stylized image of a person
    F. F.
    Financial Advisor
    Phone icon

Tradition Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Tradition Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. C.
    Financial Advisor Vice President
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    A. R.
    Managing Director
    Phone icon
    United States
    Mar 24, 2026
  • Stylized image of a person
    D. S.
    Portfolio Manager, Managing Director
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    C. P.
    HR & Finance Officer
    Phone icon
    United StatesNew York
    Mar 05, 2024
  • Stylized image of a person
    F. F.
    Financial Advisor
    Phone icon
    Apr 05, 2023

Frequently Asked Questions

What is Tradition Capital Management known for?

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Tradition Capital Management was founded in 2000 operates in the Investment Management industry. The company's main headquarters is located in Summit, New Jersey United States; you can contact the main corporate office by phone at . Explore Tradition Capital Management's company overview page for more information.

What is Tradition Capital Management's most common email format?

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Tradition Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tradition Capital Management email formats with LeadIQ.

How many employees does Tradition Capital Management have currently?

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Tradition Capital Management has approximately 17 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Tradition Capital Management's key employees and leadership?

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As of December 2025, Tradition Capital Management's key employees include:

  • Financial Advisor Vice President: M. C.
  • Managing Director: A. R.
  • Portfolio Manager, Managing Director: D. S.
  • HR & Finance Officer: C. P.
  • Financial Advisor: F. F.

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