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
 

Partners Portfolio
Management Support

Client
Services

Portfolio
Administration
Operations/
Compliance
Christopher L. Duong Dale V. Sefarian
Cameron C. Akers D.J. Burke
  Nicola Theron    
Michael A. Schulman   Colleen K. Krueger