What departments does Old Peak Finance have?

Old Peak Finance has employees across 2 departments including Operations, Finance.

What is the largest department at Old Peak Finance?

The largest department at Old Peak Finance is Finance with 6 employees.

Where are Old Peak Finance employees located globally?

Old Peak Finance has employees across 2 continents and 2 countries including United States Of America, Hong Kong.

How has Old Peak Finance's team size changed over time?

Old Peak Finance's team has grown from approximately 10 to 11 employees based on available data.

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Old Peak Finance Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Old Peak Finance offers tax-focused wealth management tailored for executives and retirees. Headquartered in Chapel Hill, North Carolina, the firm serves clients across the United States as a registered investment adviser. The practice emphasizes a customized, goal-driven approach that integrates investing, insurance, estate planning, and tax considerations. As a fiduciary, the firm commits to acting in its clients' best interests and aligning recommendations with their objectives. Its investment philosophy incorporates sophisticated, institution-like techniques informed by Nobel Prize–winning research, and recent leadership additions reflect ongoing strengthening of the team.

Old Peak Finance Global Highlights

North America
15

United States Of America
15

Old Peak Finance's Leadership

D. R.
Partner
Mobile Phone
Email
R. W.
Founding Partner
Mobile Phone
Email
D. R.
Director Of Operations
Mobile Phone
Email
A. J.
Associate Financial Advisor
Mobile Phone
Email
A. K.
Associate Financial Planner
Mobile Phone
Email
G. M.
Financial Advisor
Mobile Phone
Email
D. H.
Financial Advisor
Mobile Phone
Email
C. K. V.
Financial Advisor
Mobile Phone
Email

Old Peak Finance Employee Metrics

100%

50%

2026

2025

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Contact profiles from Old Peak Finance

Name

Title

Contact Info

Location

Last Update

E. V.
Financial Advisor At Old Peak Finance
Mobile Phone
Email
United StatesNorth Carolina
May 26, 2026

Frequently Asked Questions

What is Old Peak Finance known for?

Old Peak Finance was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 100 Europa Drive Suite 410 Chapel Hill, North Carolina 27517 United States; you can contact the main corporate office by phone at

+1-919-459-****

. Explore Old Peak Finance's company overview page for more information.

What is Old Peak Finance's most common email format?

Old Peak Finance employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Old Peak Finance email formats with LeadIQ.

How many employees does Old Peak Finance have currently?

Old Peak Finance has approximately 11 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Old Peak Finance's key employees and leadership?

As of May 2026, Old Peak Finance's key employees include:

Partner: D. R.
Founding Partner: R. W.
Director Of Operations: D. R.
Associate Financial Advisor: A. J.
Associate Financial Planner: A. K.

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Old Peak Finance Employee Directory

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