Specialties: Delivering solutions for owners and operators of privately held businesses, providing high touch, customized wealth management solutions, and leading business development initiatives at Hollencrest.
Experience: Rob is a Co-Founder and the Director of Marketing of Hollencrest and has nearly 40 years of investment experience. Rob began his career in 1986 as a Mergers & Acquisitions Specialist for Salomon Brothers before earning his MBA. After business school, Rob continued his career as a Vice President with Merrill Lynch then joined Prudential Securities as a Senior Vice President with the Pellizzon Frolich Financial Group, which was a team focused on meeting the needs of private clients, holders of restricted securities, and institutions. From this specialized group, Rob and his partners developed and established Hollencrest Capital Management in April 1999.
Qualifications: Rob attended UC Berkeley and received a BS in Business Administration in 1986. After working for Salomon Brothers, he attended the Anderson Graduate School of Management at UCLA, where he earned an MBA in Marketing and Accounting. Rob also obtained the Certified Employee Benefits Specialist (CEBS) designation from the Wharton School, as well as the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Pennsylvania.
Involvement: Rob recently served three years as the National Chairman of the Board of Operation Homefront (www.operationhomefront.net). Operation Homefront is a national charity with over 4,000 volunteers that provides financial assistance to military families around the country. To date, Operation Homefront has raised and distributed over $100 million to military families in need. Rob also serves on the Board of Directors of Yocom Family Industries, Inc., a diversified industrial and commercial services provider and one of the leading commercial construction businesses in California.
Interests: Rob loves to spend time with his wife and three daughters and fly fishing at his home in Northern Idaho.
Specialties: Providing operational leadership for Hollencrest and delivering high tough, customized wealth management solutions for high net worth individuals and families.
Experience: Peter is a Co-Founder and the Chief Operating Officer of Hollencrest and has over 40 years of investment experience. In 1983 Peter began his career as an Assistant Specialist with Shearson Lehman on the floor of the Pacific Stock Exchange in Los Angeles before moving to Paine Webber in 1987 and working as a stockbroker. In 1990, Peter joined Prudential Securities in Newport Beach as Vice President of Investments. Here, Peter helped to form the Pellizzon Frolich Financial Group, which was a group comprised of individuals with expertise in meeting the needs of private clients, holders of restricted securities, and institutions. From this specialized group, Peter and his partners developed and established Hollencrest Capital Management in April 1999. Peter is also a co-founder of Hollencrest Bayview Partners, a fixed-income arbitrage, real return hedge fund. As a Managing Director of Hollencrest, Peter continues to lead and develop the firm.
Qualifications: Peter attended the University of Pacific and UCLA with a major in Economics.
Involvement: Peter serves as the Chairman of Global Genes (www.globalgenes.org). Global Genes is a global non-profit advocacy organization for individuals and families fighting rare and genetic diseases.
Interests: Peter is an avid golfer playing in tournaments throughout California and loves spending time with his wife and kids.
Specialities: Providing business owners and high net worth families with comprehensive strategic planning, portfolio management, succession planning, estate planning, tax minimization strategies, and managing the sales of privately-held businesses.
Experience: Greg is a Co-Founder and the Chief Executive Officer of Hollencrest and has over 40 years of investment experience. He began his career as a financial advisor with Paine Webber in Newport Beach, California in 1980, and ultimately attained the position of Senior Vice President of Investments. In 1987, Greg joined Prudential Securities in Newport Beach, again as Senior Vice President of Investments. While at Prudential, Greg spearheaded the formation of an autonomous group, the Pellizzon Frolich Financial Group, comprised of individuals with expertise in meeting the needs of private clients, holders of restricted securities, and institutions. From this specialized group, Greg and four colleagues established Hollencrest Capital Management in April of 1999. Greg also co-founded Hollencrest Bayview Partners, a fixed-income arbitrage, real return hedge fund.
Qualifications: Greg attended Occidental College in Los Angeles, with a major in Philosophy.
Interests: Greg enjoys spending time with his family, playing golf, and traveling.