About
Founding principal of Peak Asset Management with over 25 years of experience in portfolio management, financial structuring, and angel investing, plus board service at private companies and nonprofits.
Experience
- Denver AngelsInvestorcurrent2020 — present
- Terrance W. Hefty, Financial ConsultantIndependent Financial Consultantcurrent1980 — presentLafayette, CO
- Peak Asset Management, LLC, ColoradoOwner and Principal1994 — 2020Louisville, CO
Education
- University of Wisconsin-MadisonMaster of Business Administration (M.B.A.), Marketing & Finance
- University of Wisconsin-MadisonBachelor's Degree, Marketing
Skills & more
Portfolio ManagementWealth ManagementPersonal Financial PlanningFinancial AnalysisMulti-generational wealth transferFinancial EducationAngel InvestingFinancial StructuringVenture CapitalVenture Philanthropy
From Terry's professional profile.
Same school
Also attended University of Wisconsin-Madison174
Zhenyu TangInvestment Director at Intel CapitalDougAdvisor at Clear VenturesDan RuchPartner at Rho VenturesGeorge RobertsInvestor at OpenView Venture PartnersKevin WenzelAssociate at Marlin Equity PartnersSaar GurGeneral Partner at CRV (Charles River Ventures)
+ 168 more
Colleagues at Kokopelli Capital
Brad Fayfield
Advisor at Kokopelli Capital
Cory Finney
Founder, Managing Partner at Greater Colorado Venture Fund
Fletcher Richman
Partner at Kokopelli Capital
Jamie Finney
Founder, Venture Partner at Greater Colorado Venture Fund
Rick Lucash
Advisor at Kokopelli Capital
Rob Israel
Advisor at Kokopelli Capital