Profil
Mr. Peter J.
Pellizzon is a Managing Director, Chief Operating Officer & Portfolio Manager at Hollencrest Capital Management LLC and a Chairman at Global Genes.
His specialties are providing operational leadership for Hollencrest and delivering high tough, customized wealth management solutions for high net worth individuals and families.
He has over 40 years of investment experience.
In 1983, Mr. Pellizzon 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, he joined Prudential Securities in Newport Beach as Vice President of Investments.
Here, Mr. Pellizzon 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.
He received his undergraduate degree from the University of the Pacific and a graduate degree from the University of California, Los Angeles.
Postes actifs de Peter Joseph Pellizzon
| Sociétés | Poste | Début |
|---|---|---|
Hollencrest Capital Management LLC
Hollencrest Capital Management LLC Investment ManagersFinance HCM has developed a portfolio management approach that is based upon Modern Portfolio Theory, and in which the firm works with clients to assess the kind and amount of expected risk and return that are believed reasonable based upon the client’s circumstances. The firm incorporates a wide range of data and attributes in conducting its analysis for the purposes of asset allocation and security selection. | Fondateur | 01/01/1999 |
Global Genes
Global Genes Miscellaneous Commercial ServicesCommercial Services Operates organization for promoting rare diseases and advocacy services | Président | - |
Anciens postes connus de Peter Joseph Pellizzon
| Sociétés | Poste | Fin |
|---|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30/03/1999 |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Corporate Officer/Principal | 31/12/1989 |
GE Capital Mortgage Services of California, Inc.
GE Capital Mortgage Services of California, Inc. Finance/Rental/LeasingFinance Mortgage bankers; insurance brokers | Corporate Officer/Principal | 31/12/1986 |
Formation de Peter Joseph Pellizzon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hollencrest Capital Management LLC
Hollencrest Capital Management LLC Investment ManagersFinance HCM has developed a portfolio management approach that is based upon Modern Portfolio Theory, and in which the firm works with clients to assess the kind and amount of expected risk and return that are believed reasonable based upon the client’s circumstances. The firm incorporates a wide range of data and attributes in conducting its analysis for the purposes of asset allocation and security selection. | Finance |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
GE Capital Mortgage Services of California, Inc.
GE Capital Mortgage Services of California, Inc. Finance/Rental/LeasingFinance Mortgage bankers; insurance brokers | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of the Pacific
University of the Pacific Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Global Genes
Global Genes Miscellaneous Commercial ServicesCommercial Services Operates organization for promoting rare diseases and advocacy services | Commercial Services |
















