Terry Le Robinette
Portefeuillebeheerder-Aandelen bij Peak Asset Management LLC
Profiel
Ms. Terry L.
Robinette is a Portfolio Manager at Peak Asset Management LLC.
Prior to joining Peak in April 2012, Ms. Robinette was Vice-President, portfolio manager and analyst at HCM Investors, Inc., a Colorado advisory firm that she co-founded in 1996.
Over Terry’s career, she has developed extensive experience in fundamental analysis working as an equity analyst for both Founders Mutual Fund and The Dreyfus Corporation in NYC, NY.
In addition, she worked in private industry as Manager of Business Planning for Solbourne Computer as well as providing competitive and market analysis consulting services to several Colorado companies.
Ms. Robinette received her Bachelor of Science degree from the University of Utah and MBA with an emphasis on finance from the Daniels School of Business at the University of Denver.
Actieve functies van Terry Le Robinette
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-04-2012 |
Eerdere bekende functies van Terry Le Robinette
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Oprichter | - |
Opleiding van Terry Le Robinette
| University of Utah | Undergraduate Degree |
| University of Denver | Masters Business Admin |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 4 |
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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 |
