Specialities: Providing business owners and high net worth families with comprehensive strategic planning, portfolio management, succession planning, estate planning, tax minimization strategies, and managing the sales of privately-held businesses.
Experience: Greg is a Co-Founder and the Chief Executive Officer of Hollencrest and has over 40 years of investment experience. He began his career as a financial advisor with Paine Webber in Newport Beach, California in 1980, and ultimately attained the position of Senior Vice President of Investments. In 1987, Greg joined Prudential Securities in Newport Beach, again as Senior Vice President of Investments. While at Prudential, Greg spearheaded the formation of an autonomous group, the Pellizzon Frolich Financial Group, comprised of individuals with expertise in meeting the needs of private clients, holders of restricted securities, and institutions. From this specialized group, Greg and four colleagues established Hollencrest Capital Management in April of 1999. Greg also co-founded Hollencrest Bayview Partners, a fixed-income arbitrage, real return hedge fund.
Qualifications: Greg attended Occidental College in Los Angeles and graduated with a B.A. in Philosophy.
Interests: Greg enjoys spending time with his family, playing golf, and traveling.