Perfil
Mr. Terrance W.
Hefty is a Portfolio Manager at Peak Asset Management LLC.
He founded the firm in 1994.
Mr. Hefty has been professionally active in portfolio management and financial consulting since 1982, and also has over 25 years of experience in venture capital, financial structuring and angel investing.
He is active in the non-profit sector, currently serving as a director of the Colorado Grand and advising other charitable organizations/foundations; and previously serving as a director of a private hospital, the Steamboat Springs Chamber of Commerce and assorted civic committees.
He has also served on the boards of a variety of private companies.
Mr. Hefty received his Bachelor of Business Administration from the University of Wisconsin and an MBA from the University of Wisconsin.
Cargos activos de Terry Hefty
| Empresas | Cargo | Inicio |
|---|---|---|
Peak Asset Management LLC
Peak Asset Management LLC Investment ManagersFinance Peak is generally a long-term oriented investment manager. The firm strategically constructs portfolios to enhance total return, reduce risk and minimize costs. Client’s portfolio is diversified across core asset classes through index-based funds reflecting their Investment Policy Statement objectives. The Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis. | Fundador | 01/01/1994 |
Formación de Terry Hefty.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Peak Asset Management LLC
Peak Asset Management LLC Investment ManagersFinance Peak is generally a long-term oriented investment manager. The firm strategically constructs portfolios to enhance total return, reduce risk and minimize costs. Client’s portfolio is diversified across core asset classes through index-based funds reflecting their Investment Policy Statement objectives. The Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis. | Finance |
- Bolsa de valores
- Insiders
- Terry Hefty
















