Meet the TriPeak Team
We’re a close-knit group of finance professionals with deep experience across Wall Street, private equity, venture capital, real estate development, and public markets. Our team holds a range of credentials — MBAs, CPAs, FINRA licenses, master’s degrees in accounting and modeling — and every member brings something unique to the platform.
We work remotely from across the U.S., but we stay tightly connected. For better or worse, every client has our co-founders’ personal cell numbers — and yes, they use them. We’re here to make sure you have support when you need it, not just during business hours.
We prioritize client service, but we’re also proud of the culture we’ve built. We’re a family-friendly team that supports flexibility and balance, and we come together in person 2–3 times a year for client visits, team meetups, and a little fun along the way.
Our Team
People. Planet. Prosperity.
We’re a hands-on team with deep financial experience and shared values around excellence, accountability, and collaboration. Our clients don’t just work with one of us — they benefit from the full bench.
Where You’ll Find Us
TriPeak Meet-Ups
We may be remote, but we make it a point to connect in person. We regularly meet up across the country to spend time together, share ideas, and work face to face.
Charities We Support
We are determined to find a cure for Retinal Vasculopathy with Cerebral Leukodystrophy (RVCL). RVCL is a rare and fatal genetic condition affecting the central nervous system, causing the deterioration of small blood vessels in the brain and eyes of those affected. Most patients begin experiencing vision loss and strokes in their early 40s, and have an average lifespan of eight years following their first symptoms. Rare disease affects nearly all of us. 30 million people in the United States are living with some form of rare disease; that’s close to 1 in 10 people. We believe that, together, we can make a difference.
Join
TriPeak Team
We're always interested in meeting qualified candidates with a background in Accounting and Fund Administration. Send us your resume - we'd love to talk with you!