Heydon Traub, CFA, CFP ®
Prior to founding Traub Capital Management in 2003, Mr. Traub was a Principal and Sr. VP of State Street Global Advisors (SSgA) and head of its Global Asset Allocation team worldwide from 1999 to June 2003. He was responsible for over $50 billion in assets representing over 3,500 accounts. Included in these accounts was a Global Macro hedge fund trading in global stock, bond, and currency markets. During this time, he also served as Vice Chairman of the SSgA Investment Committee. Mr. Traub previously headed SSgA's Global Active Equity team from 1991 to 1999. The equity team he led managed over $7 billion and included a long/short market-neutral U.S. equity hedge fund that had positive returns each of the seven quarters while Mr. Traub led the team. He joined SSgA in 1987 and was one of the developers of the firm's country, stock, and currency selection processes.
Mr. Traub holds a B.A. degree in Economics from Brandeis and an M.B.A. degree in Finance and Accounting from the U. of Chicago. He is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP ®) a member of the Boston Security Analysts Society (BSAS), and currently is an instructor for the Kaplan/Schweser CFA Review Program. Mr. Traub was also an adjunct professor at Brandeis University's International Business program, teaching International Portfolio Management. He has written numerous articles and papers that have been published in leading investment journals and textbooks (Global Asset Allocation, and Small-cap Stocks) and wrote a monthly column on global investing for the Boston Business Journal for over ten years. Heydon has been a frequent speaker at conferences around the world and he has also served as a frequent guest commentator for major media outlets such as CNN, CNNfn, Wall Street Journal, International Herald Tribune, Boston Globe, Bloomberg, Reuters and others.
Mr. Lewis is an equity analyst for Traub Capital Management. He specializes in the industrial, materials and technology sectors. Prior to joining Traub Capital, Mr. Lewis completed all the examinations for the CFA Charter and analyzed short sale equity opportunities for financial firms and major hedge funds. He has done extensive research into the econometric macro variables that characterize the world economy and has modeled the resulting impact of those variables on individual sectors.
Mr. Lewis has significant industrial experience with both small and large international companies. He was a principal of Adaptive Instruments Corporation (AIC), a successful technology start-up which designed and manufactured electronic process control system components. Cliff oversaw the company's growth and was responsible for product design, manufacture, marketing and sales. He has a B.S. degree in Chemical Engineering from Rose Hulman Institute of Technology, with a specialization in control system logic. Cliff also holds an M.B.A. degree from the Tuck School of Business at Dartmouth.
Cliff's industrial experience gives him a foundation which compliments financial analysis and brings a unique perspective to the assessment of a company's strengths, weakness and business environment.
Jodi assists on the marketing effort as well as compliance work. As part of her work, she reviews client letter and reports, as well as marketing material. She has a BA in Fine Arts and Elementary Education from Brandeis University and has studied at New England School of Art and Design. For 10 years she worked as a graphic designer and art director in the children's publishing industry. She worked directly with marketing and editorial staff to bring product to market as well as managed budgets for many projects.
Jun works as an intern at Traub Capital Management, responsible for stock research, mutual fund analysis, and assisting on portfolio management. He has a B.S. degree in Financial Statistics and Risk Management at Southwestern University of Finance and Economics in China and is currently completing his M.A. in International Economics and Finance at Brandeis University. He has experience in private equity investment, and stock research through undergraduate internships. Jun is now working toward his CFA certificate.
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