Daniel Grondahl has been with Peak Trust Company since 2020 and currently serves as Investment Relationships Officer. In this role, Daniel supports Peak’s Chief Investment Officer with all aspects of the unique investment programs that Peak offers for high-net-worth clients and trust accounts. Daniel is the co-chair of Peak’s Operations Technology Steering Committee, a subcommittee of the firm’s trust committee focused on the continuous improvement of Peak’s operational excellence through the adoption of technology.
Daniel brings over a decade experience in the financial services industry, with a focus in investor relations and investment performance analytics. Prior to joining Peak, Daniel worked at an Alaska-based asset management firm in several investment performance analytics roles, but most recently as Manager of Performance Analytics.
Daniel earned his Bachelor of Business Administration degree in Finance from University of Alaska Fairbanks, and his Certificate in Investment Performance Measurement (CIPM) designation from the CFA Institute.
