Hollencrest Capital Management

Edrie Dalisay is a CFP® professional with three years of industry experience, currently serving at Hollencrest Capital Management in Newport Beach, CA. He has been with Hollencrest Capital Management since 2011. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and is notable for its management of private funds and direct private investment transactions.

Zachary Staggs is a financial advisor with Hollencrest Capital Management in Newport Beach, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Hollencrest since 2011. Outside of his advisory role, he also works as a sales associate for Hollencrest Insurance Services, focusing on the sale of various insurance products. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process that includes traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Michelle Petersen is a financial advisor at Hollencrest Capital Management with 10 years of industry experience. She holds a Series 66 designation and has been with Hollencrest since 2014. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach is grounded in Modern Portfolio Theory and incorporates traditional equities, fixed income, alternatives, private investments, and tax-aware strategies.

Dale Sefarian is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Hollencrest Securities, LLC since 1999. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach combines Modern Portfolio Theory with traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Christopher Duong is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Hollencrest Capital Management since 2007. He is involved with Double Eagle Partners, LLC as a hedge fund manager and provides advisory support to Vimtrek, LLC. Hollencrest Capital Management offers wealth management and consulting services to high-net-worth individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process, combining traditional and alternative investments with tax-aware strategies, and actively sponsors private funds and direct private investment transactions.

Kelly Hong is a financial advisor at Hollencrest Capital Management with nine years of industry experience. He holds a Series 66 designation and has been with Hollencrest Securities since 2015. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and actively sponsors and manages private funds and direct private investment transactions.

Wesley Schuler is a financial advisor at Hollencrest Capital Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, PFG Advisors, and Securities America. Outside of finance, Schuler has experience in entrepreneurial ventures, including involvement with a food business and a lacrosse company. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach combines Modern Portfolio Theory with a mix of traditional and alternative investments, managing assets through both discretionary and non-discretionary strategies.

Cameron Akers is a financial advisor at Hollencrest Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hollencrest since 2008. Outside of his advisory role, he provides part-time consulting support to VIMTREK, LLC. Hollencrest Capital Management offers wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process that combines traditional and alternative investments, managing accounts on both discretionary and non-discretionary bases while actively sponsoring private funds and direct investment transactions.

Susan Nakamura is a CFA® charterholder with 38 years of industry experience. She has been with Hollencrest Securities, LLC since 1999. Nakamura is based in Newport Beach, CA, and holds a Series 63 license. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm employs an investment process grounded in Modern Portfolio Theory, combining traditional assets with alternatives and private investments, and actively manages private funds and direct private investment transactions.

Robert Wolford is a financial advisor at Hollencrest Capital Management with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has been associated with Double Eagle Partners, LLC since 2003 and Hollencrest Securities, LLC since 1999. Wolford serves as president of Hollencrest Insurance Services, Inc. and is a board member trustee of the USA Hockey Foundation. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process, integrating equities, fixed income, alternatives, and tax-aware strategies, and manages both discretionary and non-discretionary accounts while actively sponsoring private funds and direct investment transactions.

Sean Lee is a financial advisor at Hollencrest Capital Management with 13 years of industry experience. He holds a Series 66 designation and has been with Hollencrest since 2011. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, applying Modern Portfolio Theory through customized Investment Policy Statements.

James Konon Jr. is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Hollencrest since 2005. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach integrates Modern Portfolio Theory with a combination of traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Peter Pellizzon is a financial advisor at Hollencrest Capital Management with 38 years of industry experience. He holds a Series 63 designation and has been involved with Double Eagle Partners, LLC since 2003 and Hollencrest Securities, LLC since 1998. Outside of his advisory role, he serves as an LLC member and manages general and administrative duties for Double Eagle Partners, a hedge fund management firm. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients, utilizing a Modern Portfolio Theory-based investment process that integrates traditional and alternative investments. The firm manages accounts on both a discretionary and non-discretionary basis and sponsors private funds and direct private investment transactions.

Kyle Fincher is a financial advisor at Hollencrest Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Hollencrest in 2022, he held positions at Sewell Infiniti of Fort Worth, Tracts Land Solutions, Purple Land Management, Pacific Table, and Texas Christian University. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach integrates Modern Portfolio Theory with a blend of traditional and alternative investments, offering both discretionary and non-discretionary portfolio management alongside private fund sponsorship and direct private investment opportunities.

Rachel Beier is a financial advisor at Hollencrest Capital Management with a Series 65 credential and no prior industry experience. Her background includes roles in the medical and biochemical sectors, including positions at KOVA Intl & Biochemical Diagnostics, B Braun Medical Inc., and Kite Pharma. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment approach that integrates traditional and alternative investments and manages both discretionary and non-discretionary assets, including private funds and direct private investments.