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TEAM
Carl W. Hulick
is a former Senior Vice President in the Los Angeles office of
Morgan Stanley, Dean Witter, Inc. He was in the investment business
with the same firm from1962 until his retirement in June 2002.
He received his A.B. from Stanford University in 1956 and an M.B.A.
from Harvard Business School in 1962. He was a United States Navy
officer on active duty in the Western Pacific region from 1956
to 1960.
During his career with Dean Witter, Carl spent the first eight
years as an investment broker. He served the firm in management
roles for the next twenty-nine years. At the time of the 1981
merger with Sears, Roebuck & Co., he was Executive Vice President
and Director of National Marketing and was instrumental innovating
the marketing of financial services in a retail environment. He
was the manager of the firm's largest offices in Southern California,
respectively Beverly Hills and Los Angeles. In that capacity,
he recruited, trained and supervised several hundred Financial
Consultants and the firm’s market share in Beverly Hills/Los
Angeles more than doubled. Carl has been instrumental in the development
and subsequent promotion of many people to senior management roles.
He is former Chairman of the Board of the Hillsides Home for Children
and currently serves on the finance committee. He is a member
of Stanford Associates, Hoover Institution Harvard Business School
Association, and Associates of the Huntington Library and Gardens.
He is a venture capital investor and has participated in various
start-up or new businesses over the past twenty years. Carl is
a founding board member of Bistro 45, a California/French gourmet
restaurant in Pasadena, CA. The establishment has been successful
for seventeen years and is currently noted by critics as a top
destination both locally and nationally. He is a founding shareholder
and member of the advisory board of Professional Business Bank.
He is also an active member of Pasadena Angels.
During his eight-year tenure as Treasurer and/or Chairman of
Hillsides, a strategic plan and capital campaign were implemented
raising approximately $8 million. The funds were used to build
new housing facilities for the children and a Learning Center.
These major improvements were the first in over seventy-five years.
He rejoined the Hillsides Board in 2006.
Thomas W. Hulick co-founded Tomahawk Partners
in 2006 with Mark Ross as an outside investor with a passive ownership
in the venture. He currently holds the position of Vice President
/ Private Client Advisor with Citizens Trust in Pasadena, California.
From 2004 though 2007 he served as a Senior Vice President of
Investments for UBS Wealth Management in Los Angeles, California.
With demonstrated experience in the ultra high net worth marketplace,
he offers advanced knowledge of comprehensive investments, credit,
tax and estate planning, and private banking.
From 2002 to 2004, Tom worked for Bank of America Private Bank
as a Senior Vice President-Private Client Advisor. During 1995
to 2002, he served as Senior Consultant and Associate Vice President
for Morgan Stanley, Inc. At Morgan Stanley he developed and executed
comprehensive wealth management strategies for high net-worth
individuals, family groups, and foundations. From 1993 to 1995,
Tom directed the day-to-day operations of Citibank’s San
Gabriel Valley commercial loan portfolio and business deposit
base for the Rowland Heights office. He began his career in banking
with Wells Fargo in 1991 as a Business Banking Officer.
Tom holds an MBA from the Marshall School of Business at the
University of Southern California (1996) and a Bachelor of Arts
degree in Political Science from Tulane University (1989). 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. In 1985, Tom graduated from Blair
Academy Prep School in Blairstown, New Jersey. In addition, he
holds a Series 7, 31, 63, 65, advanced options, and California
insurance license.
Tom is the President of the Neighborhood Youth Association Board
of Directors, which has served underprivileged children in the
Venice and Mar Vista communities for 100 years. NYA is backed
by the Los Angeles Episcopal Diocese. Tom was one of the founding
members of the Hillsides Home for Children, Young Professional
Group. He also served on the Blair Academy board of trustees from
1996 to 2002. In his spare time Tom is an active age group Triathlete.
Tom and his family are active members of St. Edmunds Episcopal
church in San Marino.
Jonathan S. Ross joined Tomahawk Partners in
May 2007. He draws upon more than twelve years of comprehensive
experience in project management, creative content development,
marketing, and strategic business development within the Media
/ Entertainment, Technology and Lifestyle / Recreational industries.
Since 2001 Jonathan has performed consulting assignments for a
wide variety of clients in various industry verticals, founding
Black Rock Consulting, a boutique business and communications
consultancy, in 2003 to facilitate this work.
Prior to launching Black Rock Consulting, Jonathan served as
Director of Digital Strategy for iFUSE, an original content provider
targeted at 16-24 year-olds, where he was responsible for establishing
the company’s production and creative departments and overseeing
the launch of the company’s Web site before transitioning
to a strategic development role. Previous to iFUSE, Jonathan held
the position of Project Manager/Producer at Web consultancy iXL,
where he oversaw the full life cycle development of Web sites
and DVD menu interfaces for such clients as Knowledge Kids Network,
Rioport.com, Warner Home Video, Disney and UCLA. Earlier in his
career, Jonathan also worked in creative development, production
and administrative capacities for Trilogy Entertainment, New Line
Cinema and The Mount Film Group, among others.
Jonathan is an award-winning writer and is certified as an Instructor
of Krav Maga (Israeli self-defense), currently affiliated with
the International Krav-Maga Federation under the leadership of
Eyal Yanilov. He is currently a student and instructor-in-training
of Traditional Wing Chun Kung Fu under Sifu Eric Oram, the highest
ranking U.S. Instructor of Grandmaster William Cheung.
He earned an MFA from the University of Southern California’s
School of Cinema-Television and a BA in Political Science and
English from Duke University, where his regrettably prescient
senior year graduate-level thesis (1992) focused on counter-insurgency
operations and domestic counter-terrorism.
Mark R. Ross possesses over 30 years of hands-on
experience, both as an entrepreneur and as a banker, leading companies
to unprecedented growth. He is the current Vice-Chairman of Autobytel,
Inc. [NASDAQ: "ABTL"], where he also serves as a member
of the Board's Audit Committee and serves as a Managing Director
of Mosaic Capital, LLC. He was also the founding investor and
senior board member of AutoWeb [NASDAQ: "AWEB"], and
spearheaded its merger in 2001 with Autobytel.
In 2001, Mark founded Cogito Capital, a corporate advisory company
working with rapidly growing, emerging technology companies on
their scalability, infrastructure and media/convergence strategies.
Mark was also a Managing Partner of Westmont Capital LLC, a private
equity firm dedicated to investing in the real time computing,
business process management and web services sectors of information
technology.
He was a Managing Director of Chatsworth Securities from 1997
until 2006, when he joined Mosaic Capital as a Managing Director.
While at Chatsworth, he was the senior banker and advisor on over
25 transactions, with a combined value of over $500 million. Mark
also served on the boards of advisors of many of these early stage
growth companies, such as iCastle.com, Salon, Inc. [NASDAQ: "SALNC"],
MoreDirect, Inc. and Mediaplex, Inc. [NASDAQ: "MPLX"].
As Founder (1983) and Chairman of On Word Information, a pioneering
database/imaging company, he worked with such Fortune 500 companies
as Motorola, Hewlett Packard, PACCAR and The World Bank. In 1995
Mark sold On Word to Motorola.
Mark received a Bachelor of Science degree in finance from Lehigh
University in Bethlehem, PA and pursued his graduate studies in
education at the University of Massachusetts in Amherst, MA and
at Hofstra University in Hempstead, NY. He holds a Permanent Teacher's
Credential for the State of New York as well as his NASD Series
7 and Series 63 licenses.
Mark, along with investor Thomas Hulick, a private wealth manager,
co-founded Tomahawk Partners in 2006.
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