Rich Wiggins

Rich Wiggins is an Associate Fiduciary Officer at Peak Trust Company, bringing more than 20 years of experience in investment management, portfolio construction, and risk analysis. Rich supports fiduciary administration with a deep understanding of asset allocation, performance evaluation, and investment oversight across traditional and alternative asset classes.

Rich has worked extensively with complex portfolios, contributing to investment policy development, benchmark selection, risk governance, and manager evaluation. His experience includes analyzing portfolio risk and liquidity, supporting investment committees, and collaborating with advisors and other professionals to advance long term planning objectives.

In addition to his fiduciary and investment expertise, Rich is a respected industry thought leader and professional writer. He has served in editorial and advisory roles for investment publications and organizations, contributed widely read research and commentary on markets and portfolio strategy, and participated in the development and grading of professional credentialing exams.

Rich holds a Bachelor of Business Administration from the University of Michigan Ross School of Business and a Master of Science in Finance from the University of Colorado. He is both a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).

Our Team


Abigail O’Connor, JD

Chief Fiduciary Officer


Lisa Russell, CFA

Chief Investment Officer


Michelle Stahle

Chief Operations Officer


James Meier, CPA, CMA

Chief Financial Officer


Stephen C. Miller, JD

General Counsel


Chelcie Ashwood, CSOP, CTOP

Investment Management Associate


Kelsey Baldridge

People Development Coordinator


Sandra Barta

Fiduciary Officer


Patti Blattmachr

Executive Officer


Erica Bradley

Associate Fiduciary Officer


Josephine Cangemi

Fiduciary Assistant


Nanette Cool

Accounting Manager


Jacob Creswell

Fiduciary Officer


Daria Davis

Tax Officer


Tanequa Davis

Associate Fiduciary Officer


Danaya Dews

Marketing Assistant


Heather Dolan

Fiduciary Assistant


Abbi Failing

Human Resources Coordinator


Jeannie Fanning

Head of Strategic Operations


Gretchen Grau, CSOP, CTOP

Senior Operations Specialist


Jenelle Green

Tax Officer


Daniel Grondahl, CIPM

Senior Investment Operations Officer


Amber Gunn-Holt, CTFA

Fiduciary Team Manager


Mariam Hall, CFMP

Marketing & Communications Coordinator


Jillian Johnson

Fiduciary Officer


Lorie Johnson

Front Desk Receptionist


Allison Kaper

Fiduciary Assistant


Nichole King, CTFA

Senior Fiduciary Officer


Lisa Kolesar, CTFA

Fiduciary Officer


Aryan Kumar

Fiduciary Assistant


Lars Laundrup, CISSP

Information Security Specialist


Brent Liner, JD, CTFA

Senior Fiduciary Officer


Geoffrey Longhurst, CFIRS

Compliance Specialist


Erica Martirez

Operations Specialist


Heather Popowych

Policy & Procedure Unification Specialist


Faydra Ross

Fiduciary Officer


Tali Salima-Emerson

Operations Assistant


Katie Sperry

Operations Specialist


Janet Tempel, JD

Senior Fiduciary Officer


Autumn Tremont

Fiduciary Officer


Brenda Tudor 

Fiduciary Officer


Kate Wheeler

Project Manager


Rich Wiggins

Associate Fiduciary Officer


Brianna Williams

Operations Specialist

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