Collar Capital Management, LLC

Matthew Smith is a financial advisor at Collar Capital Management, LLC and holds a Series 63 designation. He has been with Collar Capital since 2025 and has prior experience at St. Cloud Capital, LLC, where he is also Managing Director, and at MCS: Banc of California. In addition to his advisory role, he serves as CEO of Grizzly Growth Capital, a pooled investment vehicle. Collar Capital Management serves individual and high-net-worth clients by providing asset management, pension consulting, and non-discretionary investment administration services. The firm builds individualized portfolios and employs multiple analytic methods, including technical, fundamental, and cyclical approaches, incorporating a range of strategies such as options and digital assets within its discretionary management.

Christopher Collar is a financial advisor at Collar Capital Management, LLC with one year of industry experience. He previously worked at St. Cloud Capital, Messari, and SVB Securities LLC. Collar served in the United States Department of the Army for five years before entering the financial sector. Collar Capital Management serves individual and high-net-worth clients by providing asset management, pension consulting, and non-discretionary investment administration services. The firm utilizes technical, fundamental, and cyclical analysis and incorporates a range of investment strategies, including options and digital assets, to build and continuously manage personalized portfolios.

Patrick Collar is the principal of Collar Capital Management, LLC in Appleton, Wisconsin, where he has 25 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 designations. Collar Capital Management serves individual and high-net-worth clients by providing asset management, pension consulting for plan sponsors, and non-discretionary investment administration services. The firm integrates financial planning into its advisory process and employs a variety of analytical methods and strategies, including the use of digital assets and option strategies.

Joseph Cacia is a financial advisor with Collar Capital Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with Collar Capital Management since 2009 and is also affiliated with Roshelen, Inc. as an investment advisor representative. Collar Capital Management provides asset management, pension consulting, and non-discretionary investment administration services to individual and high-net-worth clients. The firm uses a combination of technical, fundamental, and cyclical analysis and incorporates digital assets and option strategies in portfolio management.