Tara Jill Hefty
Gestore di Portafoglio-Azioni presso Peak Asset Management LLC
Profilo
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.
Posizioni attive di Tara Jill Hefty
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2020 |
Precedenti posizioni note di Tara Jill Hefty
| Società | Posizione | Fine |
|---|---|---|
| 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 | - |
Formazione di Tara Jill Hefty
| University of Wisconsin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
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 |
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 |
- Borsa valori
- Insiders
- Tara Jill Hefty
