Profile
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.
Terry Hefty active positions
| Companies | Position | Start |
|---|---|---|
Peak Asset Management LLC
 Peak Asset Management LLC Investment ManagersFinance Peak Asset Management LLC (Peak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Louisville, Colorado. The firm was founded by Terrance W. Hefty in 1994. Peak provides personalized, comprehensive wealth planning and management services to individual and institutional clients. | Founder | 31/12/1993 |
Training of Terry Hefty
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Peak Asset Management LLC
Peak Asset Management LLC Investment ManagersFinance Peak Asset Management LLC (Peak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Louisville, Colorado. The firm was founded by Terrance W. Hefty in 1994. Peak provides personalized, comprehensive wealth planning and management services to individual and institutional clients. | Finance |
- Stock Market
- Insiders
- Terry Hefty
