A good name. A solid reputation. A commitment to contracts.
Meet Our Team
Patrick Collar and Joseph Cacia met nearly 17 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, LLC.
President & Portfolio Manager
Patrick Collar, is also the Managing Member of Collar Capital Management, LLC, and brings more than 20 years experience as a financial advisor and portfolio manager to meet client needs.
Beginning with Smith Barney in 2000, he worked as a Financial Consultant and a Financial Planning Specialist for individuals in the Private Client Group.
He also worked in Smith Barney’s 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 40 million in assets. December 2009 saw the start of Collar Capital Management.
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 new business.
In December 2009 Joe left Morgan Stanley to help found Collar Capital. His primary focus is on Client Service, Financial Planning, Insurance Solutions and New Business.
100 West Lawrence Street
Appleton, WI 54911
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.