Edrie Dalisay

Portfolio Administrator

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.