Our Team

A Dedicated Team of Experienced Professionals

When you partner with Mount Yale, you acquire all of our resources, expertise and intellectual capital. Learn more about our team's experience and how we structure our support to provide you with first-class service and solutions.

Executive
Team

Our executive team brings their experience, relationships, and investment expertise from Wall Street to our clients. With that comes the knowledge and resources to deliver innovative investment solutions to help our client achieve financial success.

John L. Sabre

Chairman & CEO

Michael J. Sabre

Chief Operations Officer and Chief Compliance Officer

Greg D. Anderson

President

Chris E. Moran

Chief Financial Officer

Daniel J. Amen

General Counsel

Portfolio
Consultants

Our experienced portfolio consultants are always on call to help advisors design and implement sophisticated solutions for their clients. Whether you’d prefer us to remain behind the scenes or assist with client consultations directly, we’ll ensure your client’s unique needs and goals come first.

David Gottesman

Senior Vice President
of Sales

Ted Smith

Vice President, Business
Development

Eric Englebrecht

Senior Vice President
of Sales

Yona Klein

Vice President, Business
Development

Adam Duff

Vice President, Business
Development

Mike Klever

Director, Internal Business Development

Business
Development

Our business development professionals partner with advisors to help enhance the value of their practices. We consult on how you create efficiency, scale your business, and increase revenue by leveraging our firm’s portfolio management capabilities, integrated technology tools and back-office support.

Jim Durning

Senior Vice President, Business Development

Paul Prentice

Enterprise Solutions

Greg Swoverland

Vice President, Marketing

Investment
Analysts

Our team of investment analysts performs due diligence on investment managers, synthesizes leading macroeconomic research, and consults on institutional investment strategies. We work closely with our portfolio consultants to ensure your clients receive cutting-edge research and investment solutions.

Chris Snyder, CFA

Vice President, Portfolio
Management & Research

Hayden Anderson

Investment Analyst

Zach Slater

Vice President, Portfolio
Strategy

Johnny Austin

Investment Analyst

Sam Vatnsdal

Investment Analyst

Advisor
Services

Our back-office professionals have over twenty years of experience supporting
advisors with high net worth clients. Whether you need to create custom reports, implement a complex billing schedule, or gather custodial documents and data, our team provides prompt and effective execution.

Lisa Lee

Director, Advisor Services

“We're on the same side of the table
with the advisor, serving as
teammate, partner, and consultant.”

Contact our team today to learn more about our
investment advisory solutions and technology resources.