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. 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.
Jake Bulian
Jake Bulian is a wealth manager for Traub Capital Management. Prior to joining Traub Capital, Jake worked at Deloitte in their Private Equity Tax group. He specialized in private equity and other partnership taxation, helping major investment management clients with their tax planning & compliance needs. Prior to that, Jake worked at State Street Corporation in their Private Equity Administration group for 5 years, where he was able to hone his accounting & valuation skills that he still uses in fundamental analysis today. His proficiency in valuation methodologies, including discounted cash flow models and using valuation multiples, was instrumental in advising major clients, such as Goldman Sachs.
Jake’s passion for investments started back in high school where he was the president of the Needham High school Investment club. He carried this onto college, where he led a team of analysts as Portfolio Manager for the Quinnipiac University Student Managed Portfolio. Under his leadership, the portfolio outperformed its benchmark, the S&P 500, by 1.4%.
Jake has a bachelor’s degree in finance from Quinnipiac University. He also became a CFA Charter Holder in 2019, after passing all three tests on the first try.
Clifford Lewis
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.
Agnes Olshansky
Agnes Olshansky is an Individual Account Representative working with clients and overseeing portfolios. She was employed at State Street Global Advisors from 1990 to 2004 in various investment management related roles. Most recently she worked as a consultant at Acadian Asset management. She also worked for Fidelity and Bank of America as a consultant.
Ms. Olshansky holds a BS/MS degree in Applied Mathematics/Computer Science from Odessa State University, Ukraine. She is a Chartered Financial Analyst (CFA).
Muskan Ahuja
Muskan is a Research Analyst intern at Traub Capital Management, responsible for equity research, mutual fund analysis, and portfolio management. After finishing her bachelor’s degree in business administration in India, Muskan enrolled in the Master of Science in Finance program at Brandeis University. She is a CFA Level I candidate. Muskan previously interned at Finology Ventures Ltd. as a Summer Analyst.
