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Terry Hefty

Portfolio Manager

Terry was the founding principal of Peak Asset Management, LLC, in 1994. He 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.

Education

  • Bachelor of Business Administration from the University of Wisconsin
  • Masters of Business Administration from the University of Wisconsin

Certifications & Achievements

  • Member of the CFA Institute
  • CFA Society of Colorado

Interests & Philanthropy

  • Board member of the Colorado Grand
  • Avid vintage auto collecting, racing and rallying
  • Skiing, travel, art and architecture
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