Terry joined Peak Asset Management, LLC in April 2012 as a portfolio manager. Prior to joining Peak, Terry was Vice-President, portfolio manager and analyst at HCM Investors, Inc., a Colorado advisory firm that she co-founded in 1996. Over Terry’s career, she has developed extensive experience in fundamental analysis working as an equity analyst for both Founders Mutual Fund and The Dreyfus Corporation in NYC, NY. In addition, Terry worked in private industry as Manager of Business Planning for Solbourne Computer as well as providing competitive and market analysis consulting services to several Colorado companies.
- Bachelor of Science degree from the University of Utah
- MBA with an emphasis on finance from the Daniels School of Business at the University of Denver.
Interests & Philanthropy
- Traveling, skiing, hiking, historical fiction novels and an active member of her church