Mr. Hulick is CEO, CCO and Managing Partner of Holly Street Wealth Advisors. He is the founding partner of Hulick Capital Management, LLC. the parent company of both Holly Street Wealth Advisors and Strategy Asset Managers. Mr. Hulick worked for 25 years as a senior wealth advisor and investment manager for some of the largest financial and investment firms in the world. He is an active member of the Tulane University Fund Advisory Board and serves on the board of the WildlifeNOW-Tony Fitzjohn George Adamson African Wildlife Preservation Trust. Mr. Hulick also serves on the advisory board of the Rose Bowl Aquatic Center in Pasadena, California. He has been a member of the Pasadena Tournament of Roses volunteers since 2007. Mr. Hulick received a BA in Political Science from Tulane University and his MBA from the University of Southern California, Marshall School of Business. He is also a graduate of the Wharton School, University of Pennsylvania, Aresty Institute of Executive Education, Senior Consultant’s Program, through which he received the designation of Certified Investment Management Analyst (CIMA). In his spare time, he is an active age group triathlete and has competed in five Ironman distance events including the Ironman World Championships in Hawaii in 2009 and 2015.
Thomas W. Hulick, CIMA
CEO, Founder & Managing Partner
David J. Chong
Managing Director, Investments
David J. Chong is a Managing Director with Holly Street Wealth Advisors. He has over 20 years of private wealth management and portfolio management experience serving high net worth individuals, families, and institutions. He previously worked as a Vice President, Investments for Wells Fargo Advisors and Morgan Stanley. David completed his studies at University of California Irvine with a BA degree in Economics and Biology.
Vice President, Relationship Manager
A veteran investment professional with expertise in alternative investments, wealth management; equity and futures trading; market structure; compliance, client relationships; sales & marketing and risk management.
Eric specializes in alternative investments, retirement planning & income; wealth management; best execution; electronic trading; DMA, algorithmic trading; relationship and team building; portfolio management; leadership; crisis management.
Alan Haft is a nationally recognized financial advisor and commentator who makes frequent appearances in TV/print media such as Fox News, Fox Business, CNBC (USA/Asia), Money Magazine, The Wall Street Journal, BusinessWeek, USA Today, Forbes, Smart Money and many others.
In addition, Alan has had dozens of articles published by the highly prestigious American Institute of Certified Public Accountants (AIPCA) and is the author of six books including The Haft Of It, The 10 Most Common Mistakes People Make With Their Money (and how to avoid them), the Amazon bestseller, You Can Never Be Too Rich and his most recent, Secrets of Income Investing Every Investor Must Know About.
His columns that cover a diverse, wide range of financial subjects have appeared in national newspapers and he has conducted hundreds of speaking events on a wide assortment of financial topics for audiences all across the country. Furthermore, in his early 20s, he partnered with Oscar nominated actor James Woods to form Breakheart Films, a media/entertainment company located at Universal Studios where he oversaw development, finance and operations for a variety of film, television and other media products.
Alan brings a unique perspective on business and finance given that previously, he served as President of Day Corporation, a multi-national content management technology firm he was instrumental in building and help take public on the Swiss stock exchange.
Alexander Hagstrom, CFA
Senior Analyst and Portfolio Strategist
Alexander Hagstrom is a Senior Analyst and Portfolio Strategist with Holly Street Wealth Advisors. He attended the University of Southern California and obtained a degree in History with a minor in International Relations. He went on to earn the CFA (Chartered Financial Analyst) designation. He enjoys playing Tennis and was the #1 ranked junior player in New Mexico and 5A High School State Tennis Champion. He earned his MBA from the University of Texas at Dallas as a Scholar with High Distinction.
Harold Parker, CMT
Harold joined Holly Street in 2016. Harold has been an investment professional since 1978 when he began his career at E F Hutton. He joined Dorsey Wright and Associates (now a division of NASDAQ) in 1994 as a Sr. Portfolio Manager.
Harold’s extensive and varied experience in customer service and portfolio management puts him in a unique position to assist his clients in all phases of the wealth management process.
Harold is a Chartered Market Technician and has authored several papers on the subject of technical analysis of securities.
Fred Siegel has been a portfolio manager and financial consultant since 1981. He developed the “Chicken Stock Strategy” in the 1980s for people who want to achieve stock market returns and income but were afraid (or Chicken) to invest. That strategy continues to be used to this day.
Fred Siegel’s business, financial and economic views have appeared in the Wall Street Journal, Barrons, Forbes, Fortune, the New York Times, the Los Angeles Times, USA Today and many financial industry publications. His radio show “Talking Money” was the highest rated program in its time slot on CBS Radio in the Gulf South. He has appeared on CNBC numerous times and was part of the news team that won the Edgar R. Murrow award for television news excellence two years in a row, specializing in business news.
Fred Siegel is also a nationally recognized public speaker and has consulted with individuals and businesses on investment and financial matters in the United States and abroad. He has been invited to speak to business related classes at various universities including, Tulane, Loyola (New Orleans), Louisiana State and Harvard.
Vice President, Relationship Manager
Clarissa Tawel is a Vice President, Relationship Manager with Holly Street Wealth Advisors. Clarissa also serves as the HSWA office manager for the Pasadena office. She specializes in financial analysis and client administrative services for the HSWA’s clients. Prior to joining HSWA, she was a business development and account manager for a regional CPA firm in Southern California. She received a BA in Psychology from Westmont College in Santa Barbara, CA. She is currently pursuing her Certified Financial Planning designation
In her spare time, Clarissa is an amateur photographer, sports enthusiast and enjoys running.