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.
Senior Vice President
Senior Vice President
Director, Internal Business Development
Vice President, Business
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.
Senior Vice President, Business Development
Head of Sales and Distribution
Vice President, Marketing
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
Senior Vice President – Portfolio Manager
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.
Director, Advisor Services
Advisor Services Associate