Thomas W. Hulick
Vorstandsvorsitzender bei Strategy Asset Managers LLC
Profil
Mr. Thomas W.
Hulick is a Managing Director at First Foundation Advisors.
Prior to joining the firm, he was a Vice President and Private Client Advisor with Citizens Trust Wealth Management in Pasadena.
He has also worked with financial firms, including UBS Financial Services, Inc., Bank of America and Morgan Stanley, managing high net worth client relationships.
Mr. Hulick is on the Board of Trustees for the Neighborhood Youth Association in Venice, CA and a member of the Pasadena Tournament of Roses volunteers.
He holds a bachelor's degree in Political Science from Tulane University and an MBA from the University of Southern California's Marshall School of Business.
Aktive Positionen von Thomas W. Hulick
| Unternehmen | Position | Beginn |
|---|---|---|
Strategy Asset Managers LLC
 Strategy Asset Managers LLC Investment ManagersFinance Strategy Asset Managers LLC (SAM) is a registered investment advisor headquartered in Pasadena, California. The firm was founded Robert M. DeMichele in 2001 and is wholly owned by Hulick Capital Management LLC. SAM provides investment management and advisory services to individuals, pooled investment vehicles, pension & profit-sharing plans as well as corporations and other business. | Vorstandsvorsitzender | 01.01.2018 |
Ehemalige bekannte Positionen von Thomas W. Hulick
| Unternehmen | Position | Ende |
|---|---|---|
First Foundation Advisors
 First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Vertrieb & Marketing | 01.10.2012 |
Ausbildung von Thomas W. Hulick
| Tulane University (Louisiana) | Undergraduate Degree |
| University of Southern California | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
First Foundation Advisors
First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Finance |
Strategy Asset Managers LLC
Strategy Asset Managers LLC Investment ManagersFinance Strategy Asset Managers LLC (SAM) is a registered investment advisor headquartered in Pasadena, California. The firm was founded Robert M. DeMichele in 2001 and is wholly owned by Hulick Capital Management LLC. SAM provides investment management and advisory services to individuals, pooled investment vehicles, pension & profit-sharing plans as well as corporations and other business. | Finance |
