Welcome to Traub Capital Management, a registered investment adviser based in the Boston area, offering investment management and planning for individuals and small to mid-size corporations or institutions. Overall firm assets total $108 million. The firm focuses primarily on maximizing returns relative to risk via a value-oriented approach.
Traub Capital Management, LLC, located in Needham, MA, was founded in 2003 by Heydon Traub, CFA, CFP ®, who has 33 years of global investing experience. Mr. Traub spent 16 years at State Street Global Advisors (SSgA), the World's largest institutional asset manager. He served in roles heading the firm's Global Equities and Global Asset Allocation departments, including responsibility for all balanced funds and led the development of SSgA's currency strategies. Prior to founding Traub Capital Management, Mr. Traub's role at SSgA was Senior Vice President, Vice-chairman of the firm's Investment Committee, and head of the Global Asset Allocation team, a team responsible for managing over $50 billion. He hosted a weekly radio show for 3 years on the Money Matters radio network, which was heard locally on WBNW 1120 AM. He now serves the town of Needham as a Commissioner of Trust Funds, and co-chairs Temple Aliyah's endowment committee.