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© All Rights Reserved. ApplyBlast.com
Peak Trust Company
A Fiduciary Investment Relationship Manager at Peak Trust Company manages client relationships and portfolios, ensuring investment strategies align with client objectives, trust provisions, and regulatory standards. The role involves collaboration with investment and fiduciary teams, conducting client meetings, and overseeing portfolio performance and compliance.
Headquarters
Anchorage, Alaska, United States
Company Size
11-50 employees
Founded
1997
Peak Trust Company is a corporate trustee and trust administration firm specializing in trusts governed under Alaska and Nevada law, serving attorneys, families, and financial advisors. The company offers a broad range of trust services including directed trusts, asset protection trusts, self-directed IRAs, irrevocable life insurance trusts, dynasty trusts, and generation-skipping trusts, among others. Peak Trust emphasizes experienced fiduciary officers, jurisdiction-specific expertise, and a streamlined trust-opening process to help clients with sophisticated estate planning and wealth transfer.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Peak Trust Company.