Our Team

The Managing Directors of Hollencrest realized early on that we could only build the best possible firm if we started with the best possible employees. We have worked hard to build a company culture that values personal growth, independent thinking, market instincts and a commitment to excellence. These values have enabled us to attract bright and highly motivated people who come to Hollencrest and don’t want to leave.

Our clients benefit from our carefully crafted culture by getting better results, generated by a committed and dedicated team that understands every small nuance about our clients. Our size and stability allow us to build our relationships for the long haul.

Partners

Hollencrest’s founding principals are responsible for the strategy, security selection and construction of your portfolio.

Greg P. Pellizzon
Managing Director
CIO
Senior Portfolio Manager

Peter J. Pellizzon
Managing Director
COO
Portfolio Manager

Robert B. Wolford
Managing Director
Director of Marketing
Portfolio Manager

Michael A. Schulman
Managing Director
Senior Portfolio Manager

Core Team

All team members are fully integrated, with open and constant communication among the groups

Chief Compliance Officer

Nicole Vipperman
Chief Compliance Officer

Portfolio Analysts

Cameron Akers
Director, Portfolio Manager

Christopher Duong
Sr Vice President Portfolio Manager

Sean Lee
Vice President Portfolio Manager

Private Client Services

Dale Sefarian
Independent Consultant, Portfolio Manager

Zach Staggs
Vice President – Private Client Services

Colleen Krueger
Executive Assistant

Aya Hanyu
Senior Client Relationship Specialist

Michelle Noe
Client Relationship Specialist

Portfolio Administration

Susan Nakamura
Sr Vice President – Portfolio Administration

Edrie Dalisay
Portfolio Administrator

Operations/Compliance

James Konon
Vice President – Operations

Kelly Dang
Operations Assistant

Strategic Alliances

We seek to cultivate strong alliances with only the best accounting, law, and insurance firms available. Our strategic partners have all distinguished themselves as companies providing the same level of service excellence that we strive for here at Hollencrest. We pride ourselves in coordinating the delivery of their services in tandem with our investment strategies.

TRC Financial is one of Southern California’s providers of strength, stability, and service in insurance and benefit planning for clients since 1964. Their area of expertise is handling large insurance cases as required for estate planning purposes, as well as identifying opportunities where life insurance might make sense as a financial asset.
http://www.trcfinancial.com
Certified Public Accountants, with a combination of experienced veterans of national firms and the most highly qualified graduates of top universities. Like Hollencrest, RPG specializes in serving the private business owner.
http://www.rpgcpa.com
Easton Robertson Insurance Brokers, Inc. provides insurance and risk management solutions for clients with numerous assets. They specialize in personalized insurance programs for Custom Homes, Jewelry and Fine Art, Automobiles including Exotics, Classics and Collections, Yachts and Excess Liability up to $100 Million. Our clients often outgrow traditional retail insurance companies such as State Farm, All State and Farmers. Easton Robertson helps our clients to access the top-tier, high line carriers, such as Chubb, Chartis and Ace.
www.eastonrobertson.com
Blending the experience of a large firm with the hands-on responsiveness of a smaller one, this legal firm focuses on business and real estate, including corporate counseling, executive compensation, mergers, acquisitions and finance, private securities, small business formation, venture capital, and e-commerce.
http://www.ckdcounsel.com
Hodel Wilks offers world-class legal services at a competitive cost with a sharp focus on the client’s needs and a boutique level of attention. Their practice covers three primary areas: business litigation, employment, and corporate/transactional.
http://hodelwilks.com/