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.


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

Greg D. Anderson


Michael J. Sabre

Chief Operations Officer and Chief Compliance Officer

Chris E. Moran

Chief Financial Officer


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

Eric Englebrecht

Senior Vice President

Mike Klever

Vice President

Yona Klein

Vice President


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.

James J. Durning

Chief Business
Development Officer

Greg Swoverland

Vice President,


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

Senior Vice President, Portfolio
Management & Research

Nick Bast

Investment Analyst

Zach Slater

Senior Vice President – Portfolio Manager

John Borash

Investment Analyst

David Blanchette

Investment Analyst

Nick Nelson

Investment Analyst

Ryan Stoynich

Investment Analyst

Ryan Kimbrel

Investment Analyst


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

Dawn Schommer

Director, Operations

Amy Krauss

Client Services Associate

“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.