Meet Our Advisors

Patrick Collar and Joseph Cacia met nearly 21 years ago when they were both working at Smith Barney, where they forged an unbreakable alliance.  In 2005, they were recruited to Morgan Stanley where they developed their financial advisory niche in the Custom Portfolio Group serving clients by managing private portfolios.

These two financial advisor rock stars remained a team, navigating the financial crisis together and protecting their clients through those difficult months.  In late 2009, they decided that it was time to strike out on their own, launching Collar Capital Management.
Image

Patrick Collar
President | Portfolio Manager

Beginning with Smith Barney in 2000, Mr. Collar worked as a Financial Consultant and a Financial Planning Specialist for individuals in the Private Client Group. He also worked in the Corporate Client Group where he consulted on corporate retirement plans for small and large businesses.

In 2005 he moved to Morgan Stanley serving exclusively as a Portfolio Manager in the Custom Portfolio Group – managing approximately $40M in discretionary assets.

In December 2009 he founded Collar Capital Management amidst the aftermath of the Global Financial Crisis of 2008.

Mr. Collar is the Managing Member of Collar Capital Management, LLC, and brings more than 25 years of experience as a financial advisor and portfolio manager to meet client needs.
Image

Joseph Cacia
Financial Advisor

Mr. Cacia 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 business development.

In December 2009 Joe left Morgan Stanley to help found Collar Capital. His primary focus is on client service, financial planning, and business development.
Image

Christopher Collar
Senior Research Analyst | Financial Advisor

After graduating from the United States Military Academy at West Point with a Bachelor's of Science in Economics, Christopher Collar began his career in the United States Army. He served as an Armor Officer, tactically leading armor, reconnaissance, and infantry platoons while also advising and supporting Commanding Generals.

Upon completing his active-duty service, Chris attended Boston College, where he earned an MBA and a Master's of Science in Finance. He then entered the financial services industry, most recently working as a Private Equity Associate at St. Cloud Capital focusing on providing debt and equity growth capital to the lower middle market. 

In May 2025, Chris left St. Cloud to join Collar Capital. His primary focus is on client service, research, business development, and strategic operations.

CONTACT US

100 West Lawrence Street
Suite 418
Appleton, WI 54911


DISCLOSURES

Form CRS
Form ADV Part 2A
Interactive Brokers (IB)
IB Legal Disclosers

HELPFUL LINKS

F.A.Q.
Privacy Policy
Terms of Use

Collar Capital Management, LLC is a registered investment adviser that offers advisory services to clients or prospective clients where Collar Capital Management, LLC and its representatives are properly licensed or exempted. This website is solely for informational purposes.