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Sue M. McGlynn, CFA
Vice President, Portfolio Administration

Sue has 24 years of investments experience.  She received a Bachelor of Arts Degree in Fine Arts from UC Irvine in 1982, and an MBA from Chapman University in 1993.  Sue is a Registered Representative with the Financial Industry Regulatory Authority ("FINRA"), and also is a Chartered Financial Analyst.  She held a series of analytical, management, and marketing positions in the investments field with Pacific Life Insurance Company from 1983 through 1994.  From 1995 through November of 1999, she served as the Investments Operations Manager for Chamberlain Group.  Sue joined Hollencrest in November of 1999.  She has primary responsibility for portfolio administration and accounting for all client accounts, generates performance data, develops marketing and reporting materials, and provides analytical support to the firm's management, staff, and clients.

 

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