Terry Hefty

Consultant / Advisor at

Kokopelli Capital LLC

Finance

Consumer Services

Profile

Terry Hefty is currently working as an Advisor at Kokopelli Capital LLC.
Prior to this, he worked as a Principal at Peak Asset Management LLC from 1994 to 2020.
Hefty holds a graduate degree from the University of Wisconsin, which he received in 1974, and an undergraduate degree from the same institution, which he received in 1972.

Terry Hefty active positions

Companies	Position	Start
Kokopelli Capital LLC Kokopelli Capital LLC Investment ManagersFinance Kokopelli Capital invests in companies located in the United States. The firm focus on a broad range of sectors and industries. It participates in pre seed, seed and early stage capital transactions with an investment size of USD 0.025 - 0.3 million.	Consultant / Advisor	-

All active positions of Terry Hefty

Former positions of Terry Hefty

Companies	Position	End
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.	Corporate Officer/Principal	01/01/2020

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Training of Terry Hefty

Experiences
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Linked companies

Private companies	3
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
Kokopelli Capital LLC Kokopelli Capital LLC Investment ManagersFinance Kokopelli Capital invests in companies located in the United States. The firm focus on a broad range of sectors and industries. It participates in pre seed, seed and early stage capital transactions with an investment size of USD 0.025 - 0.3 million.	Finance