Chelcie Ashwood has been with Peak Trust Company since 2011 and currently serves as Investment Management Associate. Over the course of her tenure, Chelcie has held roles across multiple departments, including investments, operations, and trust administration, giving her a comprehensive understanding of the firm’s internal processes and client service model.
In her current role, Chelcie supports the Investment Management team by completing annual investment account reviews, running the internal trade desk, executing and reconciling trades, and providing accurate and timely reporting for clients and the Chief Investment Officer. Her depth of operational knowledge and cross departmental experience allow her to contribute meaningfully to both the efficiency and accuracy of the firm’s investment operations.
Chelcie earned her Bachelor of Applied Science degree in Animation and Visual Effects from SAE Expression College. She holds the Investment Foundations certificate from the CFA Institute, further reflecting her commitment to professional excellence and continuing education.
