We providethoughtfuland personalfinancialguidance.

It is the uncommon union of knowledge and experience with a genuine caring touch that makes SAM such a unique partner for all your financial services needs. From our offices at the former Holly Street Wealth Advisors (now part of Strategy Asset Managers) in Pasadena, California, and in Woodcliff Lake, New Jersey, we offer a carefully personalized variety of solutions for portfolio design, wealth protection and growth, and comprehensive financial planning. Combining institutional and individual wealth management expertise with retirement solutions, each of our teams has decades of experience in providing portfolio management and advisory services to institutions, family offices, foundations, endowments and private clients.
We believe in the importance of understanding your unique financial goals, risk, and return profile, and pride ourselves on our commitment to personal service and customized solutions for your wealth management needs.

Thomas W. Hulick

CEO, Managing Partner
Portrait of Tom Hulick

David J. Chong

Director of Financial PlanningSenior Wealth Advisor

Joseph Traba

Managing DirectorSenior Portfolio Manager
Headshot of Joe Traba

Victor Martinez

DirectorSenior Wealth Advisor
Portrait of Victor Martinez

Carrie Longson

Vice PresidentPortfolio Administration
Headshot of Carrie Longson

Harold Parker, CMT

Director
Portrait of Harold Parker

William Hamelin

Relationship Manager
Portrait of William Hamelin

Alexander Hagstrom

Portfolio ManagerManaging Director
Headshot of Alex Hagstrom

Greg Wertz

DirectorPortfolio Strategist
Headshot of Greg Wertz

James Cawley

Associate Relationship Manager
Headshot of James Cawley

Ana Villalobos

Controller
Headshot of Ana Villalobos

Nicole Uhlmann, Esq.

Business Development DirectorOf Counsel
Headshot of Nicole Uhlmann

Gary Rosas

Manager of Operations
Portrait of Gary Rosas
Young woman swimming laps in pool smiling at camera

Giving Back

At SAM, we believe an important part of a healthy financial picture — whether at the individual or the organizational level — involves giving back to the community in which we live.

Find out what that means to us.