Profilo
Terry Hefty is currently working as an Advisor at Kokopelli Capital LLC.
Prior to this, he worked as a Principal at Peak Asset Management LLC from 1994 to 2020.
Hefty holds a graduate degree from the University of Wisconsin, which he received in 1974, and an undergraduate degree from the same institution, which he received in 1972.
Posizioni attive di Terry Hefty
| Società | Posizione | Inizio |
|---|---|---|
Kokopelli Capital LLC
Kokopelli Capital LLC Investment ManagersFinance Kokopelli Capital invests in companies located in the United States. The firm focus on a broad range of sectors and industries. It participates in pre seed, seed and early stage capital transactions with an investment size of USD 0.025 - 0.3 million. | Consulente / Consigliere | - |
Precedenti posizioni note di Terry Hefty
| Società | Posizione | Fine |
|---|---|---|
Peak Asset Management LLC
Peak Asset Management LLC Investment ManagersFinance Peak is generally a long-term oriented investment manager. The firm strategically constructs portfolios to enhance total return, reduce risk and minimize costs. Client’s portfolio is diversified across core asset classes through index-based funds reflecting their Investment Policy Statement objectives. The Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis. | Corporate Officer/Principal | 02/01/2020 |
Formazione di Terry Hefty
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Peak Asset Management LLC
Peak Asset Management LLC Investment ManagersFinance Peak is generally a long-term oriented investment manager. The firm strategically constructs portfolios to enhance total return, reduce risk and minimize costs. Client’s portfolio is diversified across core asset classes through index-based funds reflecting their Investment Policy Statement objectives. The Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis. | Finance |
Kokopelli Capital LLC
Kokopelli Capital LLC Investment ManagersFinance Kokopelli Capital invests in companies located in the United States. The firm focus on a broad range of sectors and industries. It participates in pre seed, seed and early stage capital transactions with an investment size of USD 0.025 - 0.3 million. | Finance |
















