Collar Capital Management, LLC

Matthew Smith is a financial advisor at Collar Capital Management, LLC with Series 63 credentials. He has been involved in the investment industry since 2015, including roles at MCS: Banc of California and as Managing Director of St. Cloud Capital, LLC. He also serves as CEO of Grizzly Growth Capital, a pooled investment vehicle. Collar Capital Management provides discretionary asset management and pension consulting primarily to individual and high-net-worth clients. The firm uses a hands-on approach with continuous account supervision and employs a variety of trading strategies, including the use of derivatives and options for hedging and speculative purposes.

Christopher Collar is a financial advisor at Collar Capital Management, LLC with Series 63 and Series 65 licenses. He has experience at St. Cloud Capital, Messari, SVB Securities LLC, and served in the United States Department of the Army. Collar Capital Management provides discretionary asset management and pension consulting primarily to individual and high-net-worth clients. The firm employs a hands-on approach with continuous account supervision and utilizes a variety of trading strategies, including options and derivatives, tailored to clients’ objectives and risk tolerances.

Patrick Collar is a financial advisor with Collar Capital Management, LLC in Appleton, WI. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Collar has been with Collar Capital Management since 2009. Collar Capital Management provides discretionary asset management and pension consulting primarily to individual and high-net-worth clients. The firm employs a hands-on approach with continuous account supervision and uses a variety of investment strategies including technical, fundamental, and cyclical analysis, as well as trading techniques such as option writing and margin.

Joseph Cacia is an investment advisor representative at Collar Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Collar Capital since 2009 and Roshelen, Inc. since 2014. At Collar Capital, he serves as a solicitor and client relationship manager. Collar Capital Management, LLC provides discretionary asset management and pension consulting primarily to individual and high-net-worth clients. The firm employs a hands-on approach with continuous account supervision and tailored strategies, utilizing a range of trading techniques including options for hedging and speculative purposes.