Combining a Wall Street background with Main Street personal service, Collar Capital is a Registered Investment Adviser dedicated to creating, building and managing our clients’ capital investment portfolios. With years of stock and bond market experience behind us, and in-depth knowledge of today’s investing opportunities, we develop forward-thinking financial plans that help grow and protect our clients’ capital investments.
Patrick Collar, President and Portfolio Manager, is also the Managing Member of Collar Capital Management, LLC. Patrick brings more than 10 years experience as a financial advisor to meet client needs. Beginning with Smith Barney in 2000, he worked as a Financial Consultant and a Financial Planning Specialist in the Private Client Group as well as the Corporate Client Group where he consulted on corporate retirement plans for small and large businesses. In 2005 he moved to Morgan Stanley serving as a Portfolio Manager in the Custom Portfolio Group – managing approximately 40 million in assets. December 2009 saw the start of Collar Capital Management.
Joseph Cacia, Vice-President, Financial Advisor of Collar Capital, started his career at Smith Barney in 2002 where he worked as an Advisor on a Consulting Group team for private clients. He moved to Morgan Stanley in 2005 where he partnered with Patrick Collar in the Custom Portfolio Group. At Morgan Stanley, Mr. Cacia focused on client relationship management and new business. In December 2009 Joe left Morgan Stanley to help found Collar Capital. His primary focus is on Client Service, Financial Planning, and New Business.
Sheridan Pieragostini, Client Service Associate, brings 20 years experience in client services and 10 years in the financial services industry. Sheridan worked at Morgan Stanley for over 9 years before joining Collar Capital. She is experienced in all aspects of brokerage and investment advisory operations and valued for her business acumen and attention to detail.