History

Chris Spurrell and Ken Rahl started Castle Peak Associates in 2016, continuing a long tradition of working together to serve the institutional investment management community. Our leadership team and our consultants have come together over a timeline that goes back quite a few more years…

Our origins

In 1996, Chris brought Ken on board at Claremont Technology Group to work on a project to install an investment accounting system for a state pension fund. The following spring, Chris and Ken began a major project to help a California pension manager implement a new investment accounting system. In the summer of 1998, Convansys (formerly Complete Business Solutions, Inc.) acquired Claremont Technology Group.

A new leaf

In January 1999, Chris, Ken, and several others form NewtonPartners, a consultancy focused on investment management systems and their clients. After years of steady growth, NewtonPartners is acquired by AccessData, a Pittsburgh-based consultancy and software development organization in November 2001.

New city, new venture

After settling in Toronto, Ken establishes IFST Professionals in August 2007. Six months later, IFST Professionals engages Chris to support a major multi-year business transformation initiative at a large Canadian property and casualty insurer.  

Castle Peak Associates is born

Chris and Ken establish Castle Peak Associates in 2016 and restore their partnership to develop a consulting organization focused on the institutional investment management industry. 

Growth and expansion

Castle Peak Associates adds Cliff Bowers in December 2020, to accelerate growth and broaden our North American footprint.  

Contact us today to learn how we can help you with your goals.