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: Providing excellent support for Hollencrest by performing numerous processes and functions that support client advisory services and the firm’s daily operations. Kelly also manages the firm’s financial planning technology platform.
Experience: Kelly joined Hollencrest in January 2016. Her dedication, responsiveness, and attention to detail make her an essential member of the Hollencrest team.
Qualifications: Kelly graduated from UC Irvine in 2015 with a B.A. in Business Economics.
Interests: Kelly enjoys spending time with her family and friends.
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.
Specialties: Providing excellent service to Hollencrest’s clients and supporting her colleagues by performing numerous processes that contribute to the firm’s daily operations.
Experience: Michelle joined Hollencrest in January 2014. She continues to find more and more ways to make enormous contributions to the productivity and efficiency of the Hollencrest team, and meet the needs of our clients.
Qualifications: Michelle graduated with honors from UC Santa Barbara in 2013 with a B.A. in History.
Interests: Michelle enjoys spending time with her family, running and fitness, and activities with friends.
Specialties: PProviding excellent service to Hollencrest clients, managing the firm’s family office services, investments reporting, and private investment transactional execution.
Experience: Aya joined Hollencrest in 2010 and has over a decade of experience in financial services and customer service. She continues to develop her expertise in providing outstanding service to Hollencrest clients as the firm’s Senior Client Relationship Specialist.
Qualifications: Aya graduated from the University of Nevada Las Vegas and received a B.S. in Management Information Systems.
Interests: Aya likes to travel.
Specialties: Business development, relationship management, and coordination with outside advisors (CPAs, Attorneys) on client projects, exit/succession planning for entrepreneurs and financial education for children and grandchildren of clients.
Experience: Zach has been a member of the Hollencrest team since 2011. Previously, Zach served 4 years on active duty in the U.S. Army with the 2nd Battalion Field Artillery Regiment as the S4 (Finance/Logistics Officer) stationed at Schofield Barracks, HI. During his active duty, Zach was deployed to Iraq from January 2004 to February 2005. He went on to work as a pharmaceutical sales representative for GlaxoSmithKline and then as a Private Risk Advisor for Momentous Insurance Brokerage before joining Hollencrest.
Qualifications: Zach graduated from UCLA with a B.A. in Political Science in 2001 where he was a member of UCLA Army ROTC and recognized as a Distinguished Honor Graduate. Zach went on to complete his M.B.A. from UCI in 2015.
Involvement: Zach served on the Ambassador Committee for Orangewood for 3 years. Zach was a Big Brother for BBBS Orange County in 2016-17. In 2016, Zach became a special advisor for the NOVA Academy, a charter high school, where he oversaw the acquisition and construction of its newly renovated campus in downtown Santa Ana.
Interests: Zach enjoys spending time with his wife and 2 young sons, and playing and watching soccer (Visca El Barca!) and cycling in his free time.
Experience: Dale has nearly 40 years of investment experience. Dale began his career as a stockbroker with Paine Webber in Newport Beach in 1984. In 1987, he joined Prudential Securities in Newport Beach, in the position of Senior Vice President of Investments. Dale transitioned from Prudential to Hollencrest Capital Management in 1999, and continues to work with the firm as a Senior Relationship Manager.
Qualifications: Dale attended Eastern Michigan University, receiving a Bachelor of Science degree in Communications and Marketing in 1972.
Interests: Dale is an avid golfer and skier and enjoys spending time with his family.
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 has 15 years of experience, having 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.