Traub Capital Management

Traub Capital Management, LLC, located in Needham, MA, was founded in 2003 by Heydon D. Traub, who serves as the owner and CEO. Heydon Traub previously held senior positions at State Street Global Advisors before establishing the firm. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner ™ (CFP), with educational backgrounds in Economics and Finance. The firm emphasizes transparency, with no reported disciplinary events or client complaints in its history. Heydon Traub operates without a supervisor due to his ownership of the firm. Agnes Olshansky, an Individual Account Representative at Traub Capital Management, has a background in investment management, having worked at State Street Global Advisors and other financial institutions. She holds a CFA designation and a BS/MS degree in Applied Mathematics/Computer Science. Agnes is supervised by Heydon Traub. The firm discloses no disciplinary events or additional compensation for Agnes. Agnes also works for Boston Foundation for Sight in another capacity. The investment strategies and methods of analysis employed by Traub Capital Management are not explicitly detailed in the brochure. Clients can access further information on Heydon Traub and Agnes Olshansky through the SEC's website.