Thomas W. Hulick
President & CEO
Tom Hulick co-founded Holly Street Wealth Management in 2013. With demonstrated experience in the ultra high net worth marketplace, he offers advanced knowledge of comprehensive investments, risk analysis, credit, tax and estate planning, and private banking.
He previously served as a Managing Director with First Foundation Advisors, where he was a relationship manager and portfolio manager for high net worth individuals, families, foundations and endowments.
Tom was Vice President and Private Client Advisor with Citizens Trust Wealth Management, a division of Citizens Business Bank. He also worked as Senior Vice President–Investments with UBS Wealth Management and has been a FINRA licensed securities advisor since 1995. Prior to joining UBS, he was a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Early in his career Tom worked as a Senior Consultant, Vice President for Morgan Stanley.
Tom received a BA in Political Science from Tulane University and his MBA from the University of Southern California, Marshall School of Business. He is also a graduate of the Wharton School, University of Pennsylvania, Aresty Institute of Executive Education, Senior Consultant’s Program, through which he received the designation of Certified Investment Management Analyst (CIMA).
Tom, his wife Amy, and their daughter Holly live in Pasadena. Tom serves on the board trustees of the Neighborhood Youth Association, which has served underprivileged children in the Venice and Los Angeles surrounding communities for 100 years. He is a board member of the Rose Bowl Aquatic Center in Pasadena, California as well as a member of the Pasadena Tournament of Roses volunteers. He served on the board of trustees for his alma mater, Blair Academy, from 1996 to 2002. He is also actively involved with the foundation WildlifeNOW and the George Adamson African Wildlife Preservation Trust, which supports two national wildlife parks in Kenya and Tanzania.
Bike with Tom
Tom is an active age group triathlete and has competed in multiple Ironman distance triathlons. He competed in and finished the Ironman Hawaii 2009 World Championships. Tom’s family is equally involved in athletics – his daughter swims competitively and plays club volleyball, and his wife enjoys running marathons. Tom loves cooking and prepares most of the meals for his family. He also enjoys vacationing in Montana and Mammoth. He is a longtime member of St. Edmund’s Episcopal Church.
Contact: 626-993-7787 or email Tom.Hulick@HollyStreetWealth.com