Benjamin C. Halliburton

Chief Investment Officer and Founder @Tradition Investment Management

Panama City Beach, FL, US
EMAILS
b••••••••@traditionment.com
MOBILE NUMBERS
+19•••••••90

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WORK HISTORY

Apr 2021 — Present

Chief Investment Officer and Founder @Tradition Investment Management

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Tradition is a Registered Investment Advisor (RIA) striving to deliver superior risk-adjusted returns to advisors, our clients, and their families. Tradition was originally founded in October 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 advisor. 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.

EDUCATION

1981 — 1985

Vanderbilt University

Bachelor of Science (BS), Mathematics and Psychology

1975 — 1981

McCallie School

High School

1988 — 1990

Duke University - The Fuqua School of Business

MBA, Finance

ABOUT BENJAMIN C. HALLIBURTON

Mr. Halliburton is the Founder and Chief Investment Officer of Tradition. He was the…

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