About
Tradition was originally founded in October 2000 by Benjamin C. Halliburton, CFA, as Tradition Capital Management. The firm operated for 19 years as an independent registered investment advisor until merging with Cary Street Partners (CSP) in 2019.
In 2021 Mr. Halliburton left CSP and reestablished Tradition Investment Management as a private family office. In 2023 Tradition reopened its doors to the public and became a registered investment adviser.
Mr. Halliburton and Tradition have always focused on equity selection as the primary driver of client portfolio performance. These strategies and valuation models that Mr. Halliburton developed in 1990 are still used today as Tradition manages performance-driven portfolios.
Adviser
Benjamin C. Halliburton, CFA
Ben is the Founder and Chief Investment Officer at Tradition. He has been named PSN Manager of the Decade for two separate decades. He has over 35 years of professional investing experience.
Ben was the founder of Tradition and its predecessor companies. Prior to the predecessor companies, he was a partner, portfolio manager, research director, and investment policy committee member at Brundage, Story and Rose (BSR), which Bessemer Trust acquired. At BSR, he was responsible for the firm’s equity selection process and designed, developed, and managed the firm’s Disciplined Growth Strategy. Ben holds the Chartered Financial Analyst designation and earned an MBA from Duke’s Fuqua School of Business in 1990, where he was distinguished as a Fuqua Scholar. He earned a Bachelor of Science from Vanderbilt University, graduating Magna Cum Laude in 1985.
Adviser
Hunter
Halliburton, MBA
Hunter is the Chief Operating Officer and Chief Compliance Officer at Tradition. Prior to Tradition, he worked during the last 16 years as a registered representative helping individuals and families plan for their financial futures.
He initially started with PFS Investments in 2006 and in 2014 he went independent, offering investments through Quest Capital Strategies, and finally through SA Stone Wealth Management, Inc. Hunter is registered as an Investment Advisor Representative (Series 65). He holds a Bachelor of Science degree from the United States Military Academy at West Point, graduating in 1993, and earned an MBA from the University of Tennessee in Knoxville in 1998. He retired from the United States Army Reserve, and has worked in both the petroleum and pharmaceutical industries. He is married to Amy Halliburton, and they have three children, Hannah, Ella, and Aaron.
Analyst
Julie Brown
Julie is an Equity Investment Analyst at Tradition Investment Management with a unique blend of creative and financial experience. She works with the Portfolio Managers to analyze companies and prepare reports.
Before joining Tradition Investment Management, Julie ran a successful freelance business as a production artist. This experience in the creative world has given her a deep understanding of the internal operations of various industries and allows her to offer unique insights when it comes to investment opportunities. Julie holds an undergraduate degree in German Language with a specialization in International Finance from Florida State University, graduating in 2021. During her time at university, Julie volunteered at the Center for New Liberalism, an offshoot of the Progressive Policy Institute (PPI).
