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 over 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 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.
Specialties: Portfolio management, equity research, business development, relationship management, M&A, private equity, venture capital.
Experience: Prior to joining the firm in 2021, Shawn worked as an Equity Analyst for legendary investor Mario Gabelli at Gabelli Funds where he covered the global automotive industry with a focus on disruptive technologies including electrification, autonomy, connectivity, and software. Shawn’s analysis and insight has been featured across several financial media outlets including CNBC, Bloomberg, Schwab Network, and MarketWatch. Prior to his time at Gabelli, Shawn worked at Focus Financial Partners, the largest strategic acquirer of registered investment advisory (RIA) businesses in the country, where he was responsible for M&A, business development, and relationship management. Shawn also spent several years in M&A advisory representing private equity funds and corporate acquirers, and started his career at Fisher Investments.
Qualifications: Shawn graduated from the University of Southern California with a B.A. in International Relations in 2007, and received his M.B.A from Columbia Business School in 2017.
Interests: Shawn enjoys spending time and traveling with his wife, daughter, & son, following his favorite L.A. sports teams, and all things related to health and fitness.
Specialties: Delivering solutions for owners and operators of privately held businesses, providing high touch, customized wealth management solutions, and leading business development initiatives at Hollencrest.
Experience: Rob is a Co-Founder and the Director of Marketing of Hollencrest and has nearly 40 years of investment experience. Rob began his career in 1986 as a Mergers & Acquisitions Specialist for Salomon Brothers before earning his MBA. After business school, Rob continued his career as a Vice President with Merrill Lynch then joined Prudential Securities as a Senior Vice President with the Pellizzon Frolich Financial Group, which was a team focused on meeting the needs of private clients, holders of restricted securities, and institutions. From this specialized group, Rob and his partners developed and established Hollencrest Capital Management in April 1999.
Qualifications: Rob attended UC Berkeley and received a BS in Business Administration in 1986. After working for Salomon Brothers, he attended the Anderson Graduate School of Management at UCLA, where he earned an MBA in Marketing and Accounting. Rob also obtained the Certified Employee Benefits Specialist (CEBS) designation from the Wharton School, as well as the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Pennsylvania.
Involvement: Rob recently served three years as the National Chairman of the Board of Operation Homefront (www.operationhomefront.net). Operation Homefront is a national charity with over 4,000 volunteers that provides financial assistance to military families around the country. To date, Operation Homefront has raised and distributed over $100 million to military families in need. Rob also serves on the Board of Directors of Yocom Family Industries, Inc., a diversified industrial and commercial services provider and one of the leading commercial construction businesses in California.
Interests: Rob loves to spend time with his wife and three daughters and fly fishing at his home in Northern Idaho.
Specialty: Procurement, analysis and management of Hollencrest’s private investments with a focus on real estate, private equity and direct lending.
Experience: Having joined the firm approximately one month prior to Lehman Brothers going under and the subsequent escalation of the 2008 crisis, Cameron has derived significant in-the-market experience in equity, fixed income and forex technical and fundamental analysis and trading through periods of market and economic volatility. Additionally, his background in economics helps contribute to the development of Hollencrest’s macro viewpoints. Since 2011, Cameron has been involved with building Hollencrest’s portfolio of client real estate investments through the identification and analysis of investment opportunities. In 2019, Cameron was promoted to Chief Investment Officer, where he continues to expand upon and contribute his expertise to benefit the firm and clients.
Qualifications: Cameron attended Claremont McKenna College, graduating in the class of 2007. At CMC he received a B.A. in Economics/Accounting, earning an Honors designation within the major.
Involvement: Cameron serves on the Board of Directors of FaceFirst, an A.I.-based facial recognition technology business, and is a Board Observer of Nex Cubed (Nex3), an early-stage innovation and venture investment platform
Interests: When he’s not doing his favorite activity of spending time with his family, Cameron is an avid golfer and enjoys snowboarding, running and rooting for his favorite Seattle-area sports teams.
Specialties: Providing operational leadership for Hollencrest and delivering high tough, customized wealth management solutions for high net worth individuals and families.
Experience: Peter is a Co-Founder and the Chief Operating Officer of Hollencrest and has over 40 years of investment 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 also 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.
Qualifications: Peter attended the University of Pacific and UCLA with a major in Economics.
Involvement: Peter serves as the Chairman of Global Genes (www.globalgenes.org). Global Genes is a global non-profit advocacy organization for individuals and families fighting rare and genetic diseases.
Interests: Peter is an avid golfer playing in tournaments throughout California and loves spending time with his wife and kids.
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, with a major in Philosophy.
Interests: Greg enjoys spending time with his family, playing golf, and traveling.