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Smart Money Circle
Adam Sarhan
280 episodes
2 days ago
This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.
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Investing
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All content for Smart Money Circle is the property of Adam Sarhan and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.
Show more...
Investing
Business
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This $850M Money Manager Does Wealth Management for Life. Meet Tom Hulick CEO Strategy Asset Managers
Smart Money Circle
14 minutes
2 months ago
This $850M Money Manager Does Wealth Management for Life. Meet Tom Hulick CEO Strategy Asset Managers

Name: Tom Hulick


Title: CEO – Strategy Asset Managers


AUM: $850M


Website: https://strategyassetmanagers.com/


Bio:

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).


Smart Money Circle
This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.