Brian Lockhart

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.