Profile
Mr. Robert B.
Wolford is a Managing Director, Director of Marketing & Portfolio Manager at Hollencrest Securities LLC.
He has over 35 years of investment experience.
He is a Founding Managing Director of Hollencrest.
Mr. Wolford worked as a Mergers and Acquisitions Specialist for Salomon Brothers for two years.
He recently served three years as the National Chairman of the Board of Operation Homefront.
He received a BS in Business Administration in 1986.
He attended the Anderson Graduate School of Management at UCLA, where he earned an MBA in Marketing and Accounting.
He also obtained the Certified Employee Benefits Specialist designation from the Wharton School, as well as the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in Pennsylvania.
Rob Wolford active positions
| Companies | Position | Start |
|---|---|---|
Hollencrest Capital Management LLC
 Hollencrest Capital Management LLC Investment ManagersFinance Hollencrest Capital Management LLC (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 1999 as Hollencrest Securities LLC. HCM offers a range of wealth management and investment advisory services for individuals, families, high net-worth and affluent clients, trusts and estates, corporate pension and profit-sharing plans, retirement accounts, other employee benefit plans governed under ERISA, non-profit entities, foundations and endowments, institutional entities, and business owners. | Founder | 1998-12-31 |
Former positions of Rob Wolford
| Companies | Position | End |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 1999-03-29 |
| Salomon Brothers Asset Management, Inc. | Corporate Officer/Principal | - |
Training of Rob Wolford
| University of California, Berkeley | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Hollencrest Capital Management LLC
Hollencrest Capital Management LLC Investment ManagersFinance Hollencrest Capital Management LLC (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 1999 as Hollencrest Securities LLC. HCM offers a range of wealth management and investment advisory services for individuals, families, high net-worth and affluent clients, trusts and estates, corporate pension and profit-sharing plans, retirement accounts, other employee benefit plans governed under ERISA, non-profit entities, foundations and endowments, institutional entities, and business owners. | Finance |
| Salomon Brothers Asset Management, Inc. | Finance |
| Prudential Securities | Finance |
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