Stephen Ely

Analyst-Equity at Tradition Asset Management LLC

Finance

Consumer Services

Profile

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.

Stephen Ely active positions

Companies	Position	Start
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	-

All active positions of Stephen Ely

Former positions of Stephen Ely

Companies	Position	End
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.	Founder	-

See the detail of Stephen Ely's experience

Training of Stephen Ely

Princeton University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Stephen Ely's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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

See company connections