![Terry Hefty](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Postes actifs de Terry Hefty
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/1994 |
Formation de Terry Hefty
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
