Tara Jill Hefty
Portfolio Manager-Equities at Peak Asset Management LLC
Profile
Ms. Tara J.
Hefty, CFA, is a Portfolio Manager at Peak Asset Management LLC.
She joined the firm in July 2007 and became a Partner in April 2009.
Prior to joining Peak, Ms. Hefty was a Business Valuation Analyst and Manager for an independent business valuation firm, Quist Valuation, in Broomfield, CO.
Prior to Quist, she worked as an Interest Rate Risk Officer for ABN AMRO Bank N.V.
in Chicago where she modeled, measured and monitored the interest rate.
She holds a Bachelor degree in Finance with a Specialization in International Business from the University of Wisconsin, Madison.
Tara Jill 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. | Portfolio Manager-Equities | 01/01/2020 |
Former positions of Tara Jill Hefty
| Companies | Position | End |
|---|---|---|
| Quist Valuation | Corporate Officer/Principal | 30/06/2007 |
ABN AMRO Bank NV (Chicago Branch)
 ABN AMRO Bank NV (Chicago Branch) Investment Banks/BrokersFinance ABN AMRO Bank NV, established in 1824, is an international bank based in Amsterdam ABN AMRO Bank NV, and a wholly-owned subsidiary of ABN AMRO Holding NV (XA: AABA; NYSE: ABN). The firm's investment banking business unit provides commercial clients in local markets as well as multinational corporations and financial institutions with advisory, financing and operational services. They have global expertise in the international capital markets and eco-markets, as well as for transaction banking, asset management and private equity. | Corporate Officer/Principal | - |
Training of Tara Jill Hefty
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
| Quist Valuation | |
ABN AMRO Bank NV (Chicago Branch)
ABN AMRO Bank NV (Chicago Branch) Investment Banks/BrokersFinance ABN AMRO Bank NV, established in 1824, is an international bank based in Amsterdam ABN AMRO Bank NV, and a wholly-owned subsidiary of ABN AMRO Holding NV (XA: AABA; NYSE: ABN). The firm's investment banking business unit provides commercial clients in local markets as well as multinational corporations and financial institutions with advisory, financing and operational services. They have global expertise in the international capital markets and eco-markets, as well as for transaction banking, asset management and private equity. | Finance |
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