Tradition Capital Management Employee Directory

Investment ManagementNew Jersey, United States11-50 Employees

Tradition Asset Management seeks companies with strong sustainable businesses. These businesses will exhibit above average profitability and free cash generation and above average secular growth. Stock purchases made at discounts to our estimate of intrinsic value, or with margins of safety, help produce strong risk-adjusted returns. Our seasoned professionals combine experience, insight, discipline and research in our investment process. We believe in participating in the growth of quality companies purchased at reasonable prices. We also manage fixed income both as a stand-alone or part of a balanced portfolio. Tradition works to build a portfolio of securities that meets our clients'​ varied needs through each of our given strategies. Tradition is an SEC Registered Investment Adviser.

We were founded in 2000 as a growth at a reasonable price investment firm and those principals of quality, profitability, growth and value continue today. Our founders worked together at Brundage, Story and Rose (BS&R) in New York City. We are still owned exclusively by our employees. Our Chief Investment Officer was a Partner and Director of Research at BS&R, which managed over four billion dollars, prior to the founding of Tradition in 2000. Tradition’s team currently includes a total of five former employees of Brundage, Story and Rose, but also includes additional talented investors that increase our skills and capabilities. Our team is experienced, knowledgeable and disciplined.  We strive for insights and opportunities to help our clients grow their capital.

Tradition Asset Management LLC acquired the assets of Tradition Capital Management LLC and is the successor in interest to its business including its investment track record. Tradition Asset Management LLC is a wholly owned subsidiary of Luxon Financial LLC. 

Visit TraditionCM.com for more information and disclosures.

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

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    A. R.
    Managing Director
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  • Stylized image of a person
    D. S.
    Portfolio Manager, Managing Director
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  • Stylized image of a person
    C. P.
    HR & Finance Officer
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  • Stylized image of a person
    F. F.
    Financial Advisor
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Contact profiles from Tradition Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. R.
    Managing Director
    Phone icon
    United States
    Nov 11, 2025
  • Stylized image of a person
    D. S.
    Portfolio Manager, Managing Director
    Phone icon
    Jul 26, 2024
  • 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; 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:

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

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