Specialty: Ensuring accurate performance calculations on clients’ portfolios and assets based on information from various sources, including custodians and information provided by clients.
Experience: Edrie became part of the Hollencrest team in 2011. Prior to joining the firm, he acquired accounting, reporting and fund administration experience working at State Street Corporation and Franklin Templeton Investments. He also broadened his industry experience by working in the Data Management department at Invesco.
Qualifications: Edrie received his Bachelor of Commerce (with a minor in Economics) at McMaster University in Hamilton, Ontario, Canada.
Interests: Spending time with his family, sports, working out, music, motorcycles, guitars, and piano.
Specialties: Overseeing daily trading and general office activities while also serving as the designated Anti-Money Laundering Compliance Officer and the firm’s Chief Information Security Officer.
Experience: James has been part of the Hollencrest team since 2005. Prior to joining Hollencrest, James spent three years as the New Business Administrator at the Chamberlain Group, processing new business, researching new products, and was the Designated Compliance Officer. Prior to Chamberlain Group, James supervised the trading desk at Mutual Service Corporation (A Pacific Life Company) for six years.
Qualifications: He obtained a BS in Business Administration from the University of Pepperdine in 2000. James obtained an Investment Advisor Certified Compliance Person (IACCP) designation in 2015.
Specialties: Supporting Hollencrest’s clients and management and facilitating their many decision-making processes by gathering, analyzing, and presenting a wide spectrum of information. Managing the Hollencrest’s compliance program to maximize the firm’s efforts to effectively fulfill the many regulatory guidelines and requirements of a Registered Investment Advisor.
Experience: Sue began working in the investments field in 1983. She has worked in many capacities, acquiring experience in all aspects of the investments industry. Sue has been with Hollencrest since 1999.
Qualifications: Sue received a BA in Fine Arts from UC Irvine in 1982. After entering the investments field, she became a Chartered Financial Analyst in 1990. Sue went on to earn an MBA from Chapman University in 1993.
Involvement: Since 1993, Sue has been deeply involved in training in and teaching martial arts and administering an international martial arts organization, Shito-Ryu Karate-Do Genbu-Kai. The purpose of this organization, and Sue’s primary motivation for being involved, is to help enrich the lives of people throughout the world and, most especially, to help children grow to be successful, productive, happy people. As part of her involvement with the Genbu-Kai organization, Sue is the “as told to” author of two books authored by Fumio Demura, the group’s founder: his autobiography Fumio Demura: My Story, published in 2018; and 10 Rules For A Successful Life, published in 2021.
Interests: Sue has many interests, but her greatest joy comes from her family, which boasts six grandchildren so far.
