Brian Lockhart, CFP® – Founder & Chief Investment Officer
Brian Lockhart is the founder and Chief Investment Officer of Peak Capital Management (PCM). With over 20 years of portfolio management experience, he serves as the co-portfolio manager of PCM’s suite of strategies. Brian directs the company’s dynamic allocation of PCM’s unique ETF investment strategies implemented on behalf of their institutional and high net worth clients. Brian has been featured in multiple media outlets including Barron’s, Forbes, Fortune and Business Week. An active conference speaker, Brian communicates on topics ranging from portfolio and risk management to alternative investments. A graduate of Polytechnic State University in California, Brian received his Bachelor of Science degree in Business Administration with a concentration in Financial Management. Brian is also an alum of Harvard, having completed an Executive Education course in Investment Decisions and Behavioral Finance at Harvard’s John F. Kennedy School of Government in 2017. He and his wife, Cindy, have been married for over 30 years and love living in Colorado where they raised their two children, Caleb and Jennifer.
Geoffry 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 Chief Equity Strategist and 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. Clint holds a B.S. in business administration from the University of Oklahoma, and is a Chartered Financial Analyst.
Kaitlyn Lockhart – Communications & Brand Specialist
Kaitlyn Lockhart is the Communications & Brand Specialist for Peak Capital Management (PCM). Kaitlyn is responsible for the implementation and maintenance of the PCM brand. She is integral in the creation and execution of firm wide marketing strategies across all media fields. Prior to her employment at PCM, Kaitlyn worked as a case manager in the non-profit sector for Boulder County, and also has experience teaching English as a second language while living in Hong Kong. In 2014, Kaitlyn graduated from Colorado State University with her Bachelor’s in Human Development and Family Studies. She and her husband, Caleb recently moved to Chicago and are enjoying the culture and art in the windy city.
Christina Tancik – Client Service Manager & Operations Coordinator
Christina Tancik is the Client Service Manager and Operations Coordinator for Peak Capital Management (PCM). Christina is responsible for the firms’ day to day operational needs. She is also integral in executing on the organization’s strategic objectives. Prior to her employment at PCM, Christina worked as a contractor for the Department of Defense on Peterson Air Force Base as well as in the Health Care Industry. Christina is currently enrolled in the Business Management Bachelor’s Program at Colorado State University. In her spare time Christina enjoys camping, skiing, and hiking. She and her husband, Jason live in Peyton with her stepson, Landyn, and their son, Ouray.
Austin Rodriguez – Associate
Austin is responsible for supporting firm wide efforts specific to research, data analytics, due diligence and marketing. Prior to employment at Peak Capital Management (PCM), Austin was engrossed in the food and beverage industry. He is studying Business Finance with the University of Colorado System, with the objective of honing his skills in portfolio management. In addition to assisting in serving PCM clients, Austin takes great joy in impacting young people’s lives and developing their character through basketball and coaching. In his free time, Austin enjoys skiing, extensive travel and all things basketball.