Specialties: Portfolio management, investment strategy, technical analysis, equity research, options strategies.
Experience: Sean has been with the firm since 2011. Prior to joining the firm, Sean worked as a corporate accountant for two years.
Qualifications: Sean graduated from UCLA with a B.A. in Business Economics and a minor in Accounting in 2009.
Interests: Sean’s favorite activity is spending time with his family. Sean also enjoys working out and playing basketball and golf.
Specialties: Portfolio management, investment strategy, technical analysis, fixed income research, trading operations.
Experience: Chris started his investment career at Hollencrest in 2007.
Qualifications: Chris graduated from UC Berkeley with a B.A. in Applied Mathematics and Economics in 2007 and is also a CFA® charterholder.
Interests: Chris enjoys spending time with his wife, and playing basketball and mobile and board games.
Specialties: Portfolio management, equity research, business development, relationship management, M&A, private equity, venture capital.
Experience: Prior to joining the firm in 2021, Shawn worked as an Equity Analyst for legendary investor Mario Gabelli at Gabelli Funds where he covered the global automotive industry with a focus on disruptive technologies including electrification, autonomy, connectivity, and software. Shawn’s analysis and insight has been featured across several financial media outlets including CNBC, Bloomberg, Schwab Network, and MarketWatch. Prior to his time at Gabelli, Shawn worked at Focus Financial Partners, the largest strategic acquirer of registered investment advisory (RIA) businesses in the country, where he was responsible for M&A, business development, and relationship management. Shawn also spent several years in M&A advisory representing private equity funds and corporate acquirers, and started his career at Fisher Investments.
Qualifications: Shawn graduated from the University of Southern California with a B.A. in International Relations in 2007, and received his M.B.A from Columbia Business School in 2017.
Interests: Shawn enjoys spending time and traveling with his wife, daughter, & son, following his favorite L.A. sports teams, and all things related to health and fitness.
Specialty: Procurement, analysis and management of Hollencrest’s private investments with a focus on real estate, private equity and direct lending.
Experience: Having joined the firm approximately one month prior to Lehman Brothers going under and the subsequent escalation of the 2008 crisis, Cameron has derived significant in-the-market experience in equity, fixed income and forex technical and fundamental analysis and trading through periods of market and economic volatility. Additionally, his background in economics helps contribute to the development of Hollencrest’s macro viewpoints. Since 2011, Cameron has been involved with building Hollencrest’s portfolio of client real estate investments through the identification and analysis of investment opportunities. In 2019, Cameron was promoted to Chief Investment Officer, where he continues to expand upon and contribute his expertise to benefit the firm and clients.
Qualifications: Cameron attended Claremont McKenna College, graduating in the class of 2007. At CMC he received a B.A. in Economics/Accounting, earning an Honors designation within the major.
Involvement: Cameron serves on the Board of Directors of FaceFirst, an A.I.-based facial recognition technology business, and is a Board Observer of Nex Cubed (Nex3), an early-stage innovation and venture investment platform
Interests: When he’s not doing his favorite activity of spending time with his family, Cameron is an avid golfer and enjoys snowboarding, running and rooting for his favorite Seattle-area sports teams.