Our Team

Carl J. Chen is a Partner and Senior Global Investment Strategist with Hulick Capital Management, LLC, Holly Street Wealth Advisors and Strategy Asset Managers, LLC. Prior to joining HCM-Holly Street Wealth Advisors and Strategy Asset Managers, he was a Co-Founder and Managing Member of Temple Honor, LLC, an investment advisory firm and fund based in Taipei, Taiwan. Since 2007, Mr. Chen co-managed the Temple Honor Asia Fund L.P. with a value oriented strategy focusing primarily on publicly listed equities in Asia and the U.S. markets.  Mr. Chen also advised pre-IPO technology companies and resource based investors and producers with his global macro outlook.  Previously, Mr. Chen was a manager at Asian Capital Partners, a Hong Kong based independent investment bank operating in Asia and the Middle East where he specialized in technology companies and the insurance industry.  Mr. Chen received his Bachelors of Science, Marshall School of Business - Finance degree from University of Southern California (1992).  He received his Juris Doctorate from New York Law School (1995) and his Masters of Science from Massachusetts Institute of Technology (MIT), Sloan School of Management (2004).  Carl passed the bars of Maryland, Minnesota, New Jersey and Washington DC but has since retired from the practice of law.  Carl and his family reside in South Pasadena, CA. He is an avid reader and enjoys being outdoors with active member of the Economic Round Table and Caltech Associates.

Brian Kelly co-founded the prestigious firm Kelly Haft Financial with the vision of providing insightful financial expertise with a personal touch. Brian is a graduate of the highly prestigious Wharton School of Business at the University of Pennsylvania. He attended UCLA School of Law where he earned a law degree and previously practiced at the firm Allen, Matkins, Leck, Gamble and Mallory.

Brian has extensive expertise in private equity; particularly in media, consumer products and the financial service categories.

His diverse business background, ranging from operational experience to highly complex financial analytic modeling and his intense understanding of balance sheets and financial statements provides the firm with a measured perspective to navigate the complex public and private financial.

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.

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.