Education and Certifications

  • University of California, Davis, BS Agricultural Science and Management
  • Chartered Market Technician

Harold joined Holly Street in 2016.  Harold has been an investment professional since 1978 when he began his career at E F Hutton. He joined Dorsey Wright and Associates (now a division of NASDAQ) in 1994 as a Sr. Portfolio Manager. 
Harold’s extensive an varied experience in customer service and portfolio management puts him in a unique position to assist his clients in all phases of the wealth management process. 
Harold is a Chartered Market Technician and has authored several papers on the subject of technical analysis of securities.  

Areas of Expertise

  • Client Service
  • Portfolio Creation and Review
  • Technical Market Analysis
  • Client Education

Contact Details

  •  +1 626 419 6716 mobile
  •  +1 626 657 0559 office
  • +1 626 568 2755 fax

In addition to enjoying culinary pursuits, Harold is an avid outdoorsman whose interests include equestrian activities, fly fishing and SCUBA diving.