Rob Wolford
Managing Director at Hollencrest Capital Management
Based in Orange County, United States
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Seniority
C-Team
Department
General Business & Management
Location
Orange County
Industry
Investment Management
Company size
16
Contact information
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r•••••••@hollencrest.com
Phone
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Background
About Rob Wolford
Started Hollencrest Capital Management in April with Greg and Peter Pellizzon, who remain my partners to this day. Hollencrest is a boutique wealth management firm specializing in providing a full array of financial services to high net worth clients, the majority of whom own and operate privately held businesses. Our ideal client is a high net worth individual or family with $5 million+ of investable assets. We can advise on portfolio construction & management, estate planning issues, direct investing in income-producing real estate, exit planning for business owners, succession planning, and educating 2nd & 3rd generation family members on the responsibilities that come with intergenerational wealth. We currently advise on roughly $2.4 billion in assets. Welcomed Emigrant Partners as a minority investor in Hollencrest in August 2020.
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