C. Joseph Chen

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.