STRATEGY ASSET MANAGERS - Key Persons

Job Titles:

• Senior Analyst
• Senior Analyst and Portfolio Strategist With
• Senior Analyst Portfolio Strategist

Alexander Hagstrom is a Senior Analyst and Portfolio Strategist with Strategy Asset Managers. He attended the University of Southern California and obtained a degree in history with a minor in international relations. He went on to earn the CFA (Chartered Financial Analyst) designation. He enjoys playing tennis and was the #1 ranked junior player in New Mexico and 5A High School State Tennis Champion. He earned his MBA from the University of Texas at Dallas as a Scholar with High Distinction.

Job Titles:

• Vice President
• Vice President Portfolio Administration

Ms. Longson is Vice President, Portfolio Administration. Prior to joining Strategy Asset Managers, Ms. Longson held the positions of Institutional Accounting Manager and Senior Portfolio Administrator at Lexington Management Corporation. She has over 20 years of experience in the investment industry. Ms. Longson holds a B.S. degree in Business Administration from William Paterson University.

Job Titles:

• Managing Director
• Managing Director Investments
• Managing Director With

David J. Chong is a Managing Director with Strategy Asset Managers. He has over 20 years of private wealth management and portfolio management experience serving high net worth individuals, families, and institutions. He previously worked as a Vice President, Investments for Wells Fargo Advisors and Morgan Stanley. David completed his studies at University of California Irvine with a BA degree in Economics and Biology.

Job Titles:

• Client Service Administrator

Gary Rosas is a Client Service Administrator. Prior to joining Strategy Asset Managers, Gary was an associate in the entertainment and service industry. He spent over 8 years working with high net worth clients for an accounting and business management firm. His background in the hospitality business started when he was a store manager at Starbucks. In his spare time Gary enjoys being with his family, going to live concerts, running, and reading. Gary is pursuing his degree in communications.

Job Titles:

• Director
• Relationship Manager
• Director and Relationship Manager With

Greg Wertz is a Director and Relationship Manager with Strategy Asset Managers, LLC. He also serves as a Managing Director of Ardara Capital LP and has also worked as a business development and investor relations Director with Encap Development, a leading US renewable energy project developer. Greg's has worked for over 30 years in the investment business, managing domestic and global investment strategies for private clients and institutional investors. Greg serves on the Advisory Board of Home for the Brave, which provides transitional housing for homeless veterans. Previously, Greg served as the President of the Board for Pivot Ministries, an inner city drug and alcohol rehabilitation center located in Bridgeport, Ct. Mr. Wertz received his B.A in Economics from the University of Colorado, Boulder. In his spare time, he plays his guitar with a local band and loves to be in the surf or skiing.

Job Titles:

• Director
• Chartered Market Technician

Harold joined Strategy Asset Managers 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 and 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.

Job Titles:

• Managing Director
• Senior Portfolio Manager
• Member of Securities Traders Association and Has Volunteered With Junior Achievement

Joseph Traba is a Managing Director and Senior Portfolio Manager at Strategy Asset Managers, LLC. Joseph has over 25 years of experience in portfolio management, equity/fixed income trading, research, marketing and wealth management. Prior to joining Strategy Asset Managers, he was Chief Investment Officer and Portfolio Manager at Stonemark Wealth Management. Joseph was 1st Vice President of Equity Trading and Research at Southwest Securities ( formerly ML Stern & Co.). Joseph holds Securities Licenses: 4, 7, 24, 55, 63 & 65, and California Life & Health Insurance Producers license. Joseph is a member of Securities Traders Association and has volunteered with Junior Achievement, which helps students understand business and economics. Joseph received his Bachelor of Sciences in Quantitative Economics and Decision Sciences from the University of California at San Diego and is an active member of the Alumni Career and Professional Development. In his free time, Joseph enjoys participating in outdoor activities; plays ice hockey, has completed 10 Ironman distance events and numerous ultra-distance adventures.

Job Titles:

• Managing Director
• Partner

Prior to joining Strategy Asset Managers, Richard worked at UBS for 14 years as a Senior Vice President of Investments. He has over 28 years of experience in Wealth Management and Portfolio Management for his clients and holds a Foundation Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP). Residing in Coral Gables, Florida with his family, Richard is fluent in Spanish and will be responsible for growing the Strategy Asset Managers client base in the Southeastern U.S.A. and Latin America. He received an M.B.A. from the Thunderbird School of Global Management and a B.A. from the University of Arizona.

Job Titles:

• CCO
• CEO
• Managing Partner

Tom Hulick is CEO, CCO and Managing Partner of Strategy Asset Managers. He is the founding partner of Hulick Capital Management, LLC ─ the parent company of both Strategy Asset Managers and Holly Street Wealth Advisors. Mr. Hulick has worked for 25 years as a senior wealth advisor and investment manager for some of the largest financial and investment firms in the world. He is an active member of the Tulane University Fund Advisory Board and serves on the board of the WildlifeNOW ─ Tony Fitzjohn / George Adamson African Wildlife Preservation Trust. Mr. Hulick previously served on the advisory board of the Rose Bowl Aquatic Center in Pasadena, California and the Neighborhood Youth Association, serving underprivileged youth in Los Angeles, CA. He has been a member of the Pasadena Tournament of Roses volunteers since 2007. Mr. Hulick received a B.A. 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 at the University of Pennsylvania and Aresty Institute of Executive Education, Senior Consultant's Program, through which he received the designation of Certified Investment Management Analyst (CIMA). In his spare time, he is an active age group triathlete and has competed in five Ironman distance events including the Ironman World Championships in Hawaii in 2009 and 2015.

Job Titles:

• Associate
• Relationship Manager
• Associate Relationship Manager With

William Hamelin is an Associate Relationship Manager with Strategy Asset Managers. William grew up in Quebec City, Canada. Prior to joining Strategy Asset Managers Mr. Hamelin was a Principal Consultant for an Environmental Engineering Firm based in Los Angeles. William graduated with a Bachelor of Art in Economics from California State University Northridge (CSUN) where he was on the Dean's list each semester. He also earned a Certificate of Distinction in Environmental Sciences from UCLA Extension. Mr. Hamelin has managed, advised, and taught students from UCLA's NRT-INFEWS program, UCLA's Institute of Environment & Sustainability & UCLA's Samueli School of Engineering and Applied Science. In his spare time, William enjoys playing golf with his friends and family. William also enjoys skiing and watching hockey.