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Our Team  

At Hollencrest we advocate a team approach whereby our Investment Committee, which is made up of the founding principals, participate in the decision making process and are responsible for the ongoing evaluation of sectors and stocks.

The founding principals are responsible for the strategy, security selection and construction of the portfolio but are supported by additional investment professionals at Hollencrest. Our portfolio managers, traders and investment professionals are fully integrated and communication is constant between all groups.

Our team of client service, marketing and operations personnel are dedicated to providing the highest level of client satisfaction. They work diligently to support our clients with all of their requests in a very timely and efficient manner.

Hollencrest is a member firm of FINRA. For more information on FINRA, please visit their website on www.finra.org

Portfolio
Management
Account
Executive
Private Client
Services
Marketing/Portfolio
Administration
Operations Administration/
Compliance
Dale V. Sefarian D.J. Burke
   
   
Michael A. Schulman     Christopher L. Duong    
   
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