The Team

Meet Our Brilliant Minds!

HOW WE CAN HELP YOU?

Contact us at the Holly Street office or submit a business inquiry online.

Our Services

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Thomas W. Hulick, CIMA
CEO, Founder, & Managing Partner
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Eric Colon
Vice President, Relationship Manager
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Fred Siegel
Portfolio Strategist
Managing Director
Richard K. Baird
Managing Director
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J. Patrick Kezele
Vice President, Relationship Manager
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Joe Ellison
Managing Director
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Neil Dorrel, CAIA
Director
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Clarissa Tawel
Associate Relationship Manager
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Harold Parker, CMT
Director
Brian Kelly
Brian Kelly
Managing Director
Alan Haft
Alan Haft
Managing Director

Our Board of Directors

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Carl W. Hulick
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GABE BUNTZMAN
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Mark Buntzman
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TYLER MCLINN
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DAVID WANK