Brian Lockhart – Founder and Chief Executive Officer, PCM
Managing Member, SKK
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.
Geoffry Eliason, CFP® – Chief Operations Officer and Chief Compliance Officer
With over 16 years of industry experience, Geoff Eliason, in his role as Chief Compliance Officer and Chief Operations Officer 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 Geringer – Investment Advisor Representative and VP of Business Development and Coaching
John is the Investment Advisor Representative and VP of Business Development and Coaching at Peak Capital Management. He also drives business development and coaching among the financial professionals that PCM serves as an outsourced Chief Investment Officer. John has been an advisor and entrepreneur in the financial services profession since 1994. John maximizes his tenure in the industry by helping growth-minded people and business/practice owners get where they intend to go, faster, while making smart choices about their money. Ultimately, John helps his clients have the highest probability of achieving their ideal lifestyle, where they have the time, money, and significance they desire. John loves spending time with his wife, Lisa, and son, Jace, over family meals, playing board/card games, hiking, biking, skiing, and traveling. John also serves in the high school ministry at Mission Hills Church. John’s passion is helping people maximize their potential and live life . . . on purpose.
Quinn VandeKoppel – Research and Portfolio Management Associate
Quinn serves as an analyst, providing research support to the PCM team, Investment Committee, and the advisors PCM serves. Quinn is a graduate of Colorado State University-Pueblo’s Hasan School of Business with a Masters in Business Administration and Bachelors in Finance and Economics. Quinn was awarded as the Most Outstanding Finance/Economics Student in his graduating class. In addition to his education, he is also a CFA Level 1 candidate. Quinn was also a member of CSU-Pueblo’s National Championship football team. Prior to Peak Capital Management, Quinn developed experience in lending for Legacy Bank, a community bank located in Pueblo, Colorado. In his free time, Quinn enjoys golfing, fishing, cycling, volunteering, and spending time with his family.
Jennifer Gidlow – Client Services and Operations Coordinator
Jenn serves as the Client Services and Operations Coordinator at Peak Capital Management (PCM). She brings over 20 years of experience in client services, account management and processes improvement skills. She supports the dynamic advisory and operations teams at PCM, ensuring client engagements are delivered with the highest level of quality and service. She partners with the leaders at PCM to create and deliver strategies for successful client engagements. Jenn’s previous roles in retail sales management, student services and retention, account management and as a small business owner, have allowed her to foster and develop work environments and teams that emphasize quality, innovation and accountibilty. Jenn earned her Bachelors in Biology from Le Moyne College in Syracuse, NY. She also completed extensive coursework in Fine Arts & Illustration and Dietetics & Nutrition at Rochester Institute of Technology in Rochester, NY. Jenn also holds a certification in Massage Therapy from the Colorado School of Healing Arts. Jenn resides in the Denver Metro area and enjoys spending time with her son, her two dogs, and escaping to her favorite hiking trails.
Heather Carroll – Communications and Brand Specialist
Heather Carroll is integral in the creation and execution of firm wide marketing strategies across all media fields, and plans our annual Advisor Summit and other events. Prior to her employment at PCM, Heather worked in the legal field. Heather and her husband, Tom, live in Colorado Springs with their four daughters, Megan, Molly, Isabelle, and Emma. They enjoy spending time with friends, hiking, and traveling.