Tara Jill Hefty
Portfolio Manager-Aktien bei Peak Asset Management LLC
Ursprung des Netzwerks ersten Grades von Tara Jill Hefty
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Tara Jill Hefty
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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. | Investment Managers | Corporate Officer/Principal | |
| University of Nebraska | College/University | Undergraduate Degree | |
ICON Advisers, Inc.
 ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Investment Managers | 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. | Investment Managers | Founder | |
| University of Utah | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin Masters Business Admin | |
KSL Advisors LLC
 KSL Advisors LLC Investment ManagersFinance KSL Advisors LLC ( KSL Advisors) is a private equity firm founded in 2005 by Mike S. Shannon and Eric C. Resnick. The firm is headquartered in Denver, Colorado. | Investment Managers | Investor Relations Contact | |
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. | Packaged Software | Corporate Officer/Principal | |
ACE Financial & Investing Services, Inc.
 ACE Financial & Investing Services, Inc. Investment ManagersFinance ACE Financial & Investing Services, Inc. operates as a investing advisory company. The company was founded on May 12, 2000 and is headquartered in Longmont, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
BCY Financial Services
 BCY Financial Services Investment ManagersFinance BCY Financial Services provides investment advice. | Investment Managers | Corporate Officer/Principal | |
| Trinity College | College/University | Graduate Degree | |
Kokopelli Capital LLC
 Kokopelli Capital LLC Investment ManagersFinance Kokopelli Capital LLC (Kokopelli Capital) is a venture capital firm founded in 2016. The firm is headquartered in Boulder, Colorado. | Investment Managers | Consultant / Advisor |
Statistik
International
| Vereinigte Staaten | 21 |
| Vereinigtes Königreich | 2 |
| Australien | 2 |
Sektoral
| Finance | 12 |
| Consumer Services | 11 |
| Technology Services | 2 |
Operativ
| Portfolio Manager-Equities | 12 |
| Undergraduate Degree | 10 |
| Corporate Officer/Principal | 10 |
| Masters Business Admin | 3 |
| Investment Committee Member | 2 |
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