Investment Committee
Brian Lockhart, CFP®
Founder & Chief Investment Officer
Mr. Lockhart is an owner and a member of the Management Board of Shepherd Kaplan Krochuk. He is the founder, Chief Executive Officer, and Chief Investment Officer of Peak Capital Management, LLC (PCM), which SKK acquired in February 2020. With over 25 years of portfolio management experience, he serves as the co-portfolio manager of PCM’s suite of proprietary strategies, directing the company’s dynamic allocation of distinguished ETF investment strategies implemented on behalf of high net worth and institutional clients. Brian has been featured in multiple media outlets, including Barron’s, Forbes, Fortune and Business Week. He is an active conference speaker, presenting on topics such as portfolio and risk management and alternative investments. Brian is on the boards of Newdea and NanoDX, Inc. Brian received a Bachelor of Science in Business Administration from California Polytechnic State University in San Luis Obispo, California. Brian was also awarded a certificate for completion of the Investment Decisions and Behavioral Finance Program (11/2017), at John F. Kennedy School of Government at Harvard University, Executive Education.
Geoff Eliason, CFP®
Principal, Chief Compliance Officer
With over 13 years of industry experience, Geoff Eliason, in his role as CCO at Peak Capital Management (PCM) is responsible for oversight of the compliance program. Through regular and ongoing integration of PCM’s culture of compliance, Geoff oversees a team designed to implement every aspect of compliance within each department at PCM. Prior to joining PCM, Geoff served as the Business Development Officer at Invesco PowerShares, overseeing the largest RIA relationships, family offices, and ETF Strategists for the western half of the U.S. Geoff received both his undergraduate and graduate degrees from Indiana University in Bloomington, Indiana. He and his wife, Lisa, live in Highlands Ranch, Colorado with their two children, Emma and Logan.
Clint Pekrul, CFA
Chief Equity Strategist & Head of Research
Clint Pekrul, CFA is Head of Research at Peak Capital Management (PCM), and is responsible for the development and implementation of the firm’s quantitatively driven strategies. Clint has over 16 years of industry experience. Prior to joining PCM, Clint worked in the asset management group at Curian Capital, a registered investment advisor, where he managed $2BB in managed risk strategies. Clint is often heralded as a pioneer in creating and managing portfolios using ETF’s. Clint holds a B.S. in business administration from the University of Oklahoma, and is a Chartered Financial Analyst. Clint resides in Denver where he enjoys fly fishing when he is not managing portfolios.
John DeTore, CFA
Chief Investment Officer, Capitalogix
John DeTore serves as the Chief Investment Officer for Capitalogix Investment Management, LP. In addition, he heads the Company’s Data Science, Research, and Trading Departments. In 2001, Mr. DeTore founded and served as the Chief Investment Officer of United Alpha, a quantitative multi-strategy hedge fund. From 1994 to 2000, Mr. DeTore served as the founding Quantitative Research Director for Putnam Investments. He served in the same capacity at Wellington Management from 1986 to 1994. In addition, Mr. DeTore designed and taught a course on the principles of active management at the Massachusetts Institute of Technology Sloan School of Business from 2008 to 2014.