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Terry Le Robinette
Portfolio Manager-Equities at Peak Asset Management LLC
Terry Le Robinette active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 01/04/2012 | - |
Career history of Terry Le Robinette
Former positions of Terry Le Robinette
Companies | Position | Start | End |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Corporate Officer/Principal | - | - |
Solbourne Computer, Inc.
![]() Solbourne Computer, Inc. Packaged SoftwareTechnology Services Part of Deloitte LLP (New York), Solbourne Computer, Inc. is a company that provides software services. The company is based in Boulder, CO. Solbourne Computer was acquired by Deloitte Consulting LLP on July 17, 2008. | Corporate Officer/Principal | - | - |
HCM Investors, Inc.
![]() HCM Investors, Inc. Investment ManagersFinance HCM Investors, Inc. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was co-founded by Katherine Spines and Terry Robinette in 1996. HCM manages conservative, long-term investment portfolios for individuals, families, and institutions. | Founder | 10/05/2010 | - |
Portfolio Manager-Equities | 01/04/1996 | - | |
Portfolio Manager-Fixed Income | 01/04/1996 | - | |
Corporate Officer/Principal | 01/04/1996 | 08/11/2010 |
Training of Terry Le Robinette
University of Utah | Undergraduate Degree |
University of Denver | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Founder | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
HCM Investors, Inc.
![]() HCM Investors, Inc. Investment ManagersFinance HCM Investors, Inc. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was co-founded by Katherine Spines and Terry Robinette in 1996. HCM manages conservative, long-term investment portfolios for individuals, families, and institutions. | Finance |
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
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 |
Solbourne Computer, Inc.
![]() Solbourne Computer, Inc. Packaged SoftwareTechnology Services Part of Deloitte LLP (New York), Solbourne Computer, Inc. is a company that provides software services. The company is based in Boulder, CO. Solbourne Computer was acquired by Deloitte Consulting LLP on July 17, 2008. | Technology Services |
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