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
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David J. Chong

Director of Financial PlanningSenior Wealth Advisor

Joseph Traba

Chief Investment Officer
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Victor Martinez

DirectorSenior Wealth Advisor
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Harold Parker, CMT

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Tim McNeely

CFP, CIMASenior Wealth Advisor
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Greg Wertz

DirectorPortfolio Strategist
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Alexander Hagstrom

Portfolio ManagerManaging Director
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Carrie Longson

Vice PresidentPortfolio Administration
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William Hamelin

Relationship Manager
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Kassaundra Whitney

Relationship Manager
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James Cawley

Associate Relationship Manager
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Ana Villalobos

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Nicole Uhlmann, Esq.

Business Development DirectorOf Counsel
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Gary Rosas

Manager of Operations
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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.