Our Team

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Why Hollencrest?
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Hollencrest is a wealth management firm with over $1 billion in firm assets, that services high net worth investors and private business owners across the country. We provide access to some of the better hedge funds and fund of funds as well as innovative investment and wealth management ideas. For many clients, Hollencrest specializes in coordinating a holistic approach to the delivery of comprehensive and harmonized services from complimentary professionals: CPAs, Attorneys, Risk Managers, Investment Bankers, etc.
 

At Hollencrest we advocate a team approach whereby our Investment Committee, which is made up of the founding principals, establishes our target asset allocation and is 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 is 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

Advantages to Our Consultive Approach:

  • Our independence allows us to identify and hire "best of breed" managers and service people.

  • We have none of the inherent conflicts of interest typically found at brokerage firms and trust departments.

  • We are not limited to a short list of approved managers.

  • We are not limited to an internal team of professionals, but instead can access outside professionals when necessary.

  • We identify and assemble the best team of advisors available.
Partners Portfolio Analyst

Private Client
Services

 Portfolio
Administration		 Operations/
Compliance
Christopher L. Duong Dale V. Sefarian
Cameron C. Akers Nicola Theron Edrie Dalisay James Konon
Robert B. Wolford   Colleen K. Krueger   Mischela Valenzuela
Michael A. Schulman   Aya Hanyu    
    Zach Staggs