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.
Providing business owners and high net worth families with comprehensive strategic planning, including portfolio management, succession planning, estate planning, tax minimization strategies and managing the sales of privately-held businesses.
– Experience: Peter is a Founding Managing Director of Hollencrest, and is the Chief Operating Officer and a Portfolio Manager. He has 37 years of investments 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 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.
Core Team
All team members are fully integrated, with open and constant communication among the groups
Portfolio Management
Private Client Services
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– Specialty: Providing excellent support for Hollencrest’s clients and staff by performing numerous processes and functions that support providing advisory services to clients, and contribute to the firm’s daily operations.
– Specialty: Providing excellent service to Hollencrest’s clients, and supporting her colleagues by performing numerous processes that contribute to the firm’s daily operations.
Operations and Compliance
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.
Providing exceptional support to Hollencrest Capital Management’s staff in daily business operations.
Portfolio Administration
– 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.
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.
http://www.trcfinancial.com
http://www.rpgcpa.com
www.eastonrobertson.com
http://www.ckdcounsel.com
http://hodelwilks.com/