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Tara Hefty - CFA, FRM

Portfolio Manager

Tara joined Peak Asset Management, LLC in July, 2007 and became a partner in April, 2009. Prior to joining Peak, Tara was a business valuation analyst and manager for an independent business valuation firm, Quist Valuation, in Broomfield, CO. Prior to Quist, Tara worked as an Interest Rate Risk Officer for ABN AMRO Bank N.V. in Chicago where she modeled, measured and monitored the interest rate risk of a $2 billion mortgage servicing portfolio and a $37 billion notional hedging portfolio.


  • Bachelor degree in Finance with a Specialization in International Business from the University of Wisconsin, Madison

Certifications & Achievements

  • Earned the right to use the Chartered Financial Analyst (CFA) designation in 2003 after completing three years of study and examinations
  • Financial Risk Manager (FRM), 2004
  • Member of the CFA Institute
  • Member of CFA Society of Colorado

Interests & Philanthropy

  • Member of Boulder Friends School Investment Committee
  • Member of the Messing Foundation
  • Supporter of early childhood education, wildlife conservation and humanitarian nonprofit organizations
  • Enjoys skiing, traveling, reading and playing outdoors with her three kids
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