Our People

A Dedicated Team of Experienced Professionals

Learn more about our team's experience and how we structure our support to provide clients 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

Mr. Sabre has served as the Chairman, Chief Executive Officer and Managing Partner of Mount Yale since 2003. Prior to 2003, Mr. Sabre was a Senior Managing Director at Bear Stearns & Co. and Head of the Mezzanine Capital Group. Prior to his position at Bear Stearns, Mr. Sabre was a Managing Director and founding partner of the Merchant Banking division of Credit Agricole. Mr. Sabre also was employed in the investment banking groups of Credit Suisse First Boston and Drexel Burnham Lambert. Mr. Sabre holds a B.S. degree from the Carlson School at the University of Minnesota and an M.B.A. degree from the Wharton School at the University of Pennsylvania.

John L. Sabre

Chairman & CEO

Greg D. Anderson

President

Mr. Anderson is the President of Mount Yale and co-founded the firm in 1999. Prior to that, Mr. Anderson was a Senior Vice President and Managing Director of Investment Manager Search, Evaluation, and Due Diligence at Portfolio Management Consultants, Inc. Mr. Anderson was previously employed with Deloitte & Touche where he specialized in the areas of estate planning, health care, non-profit organizations, and tax and personal finance planning for high net worth individuals. Mr. Anderson holds a B.A. degree from Hamline University in Minnesota and a J.D. from the University of Minnesota School of Law. Mr. Anderson is a Certified Public Accountant (inactive).

Greg D. Anderson

President

Michael J. Sabre

Chief Operations Officer and Chief Compliance Officer

Mr. Sabre joined Mount Yale in 2003 and oversees compliance, finance, accounting, and administration. Prior to joining the firm, Mr. Sabre was with JP Morgan in New York, where he worked with the Private Banking Group as well as Latin American Finance Department. For approximately 10 years, Mr. Sabre managed a private equity firm that focused on health care, manufacturing and real estate. He holds a B.S. in Economics from the University of Minnesota and earned an M.B.A. from The Anderson School of Management at the University of California, Los Angeles.

Michael J. Sabre

Chief Operations Officer and Chief Compliance Officer

Chris E. Moran

Chief Financial Officer

Mr. Moran joined the accounting and finance department at Mount Yale in 2006. In his various roles, he’s overseen the administrative and accounting functions for the firm’s advisor services, private, and publicly registered family of funds with a focus on providing the best possible experience to investors and their advisors. Prior to Mount Yale, Mr. Moran worked as a licensed certified public accountant for CBIZ and Mayer Hoffman McCann where he specialized in servicing the financial reporting and tax compliance needs of closely held businesses and entrepreneurs. He holds a Masters in Accountancy from Truman State University in Missouri.

Chris E. Moran

Chief Financial Officer

Wealth
Management

We take a full balance sheet approach to providing investment planning and personal wealth management to successful individuals, families, executives and business owners.

Chad R. Bester CFP®

Partner, Senior Vice President Investments

Chad is a Senior Vice President of Investments with over 20 years of experience in the financial services industry. He serves as a trusted advisor for a select group of individuals and families helping them build, manage, preserve, and transition their wealth. Prior to joining Mount Yale, Chad was a Senior Financial Advisor, Managing Director at Wells Fargo Advisors for over two decades. He holds degrees in Economics and Management from Hamline University and is a Certified Financial Planner™. Chad's opportunity to give back include serving on the Board of Trustees for Hamline University, his church’s Finance and Gift committees, and the Tocqueville Cabinet of United Way.

Chad R. Bester CFP®

Partner, Senior Vice President Investments

David Benson

Vice President Investments

Dave is a Vice President of Investments with over 15 years of experience in the financial services industry. Dave enjoys working with successful families, getting to know and understand what is most important to them, and implementing planning strategies that are unique to their situation. Prior to joining Mount Yale, Dave worked at Wells Fargo & Company where he held roles as a Private Wealth Financial Consultant and a Regional Bank Private Banker. Dave graduated from Gustavus Adolphus College in St. Peter, MN in 2002 with a degree in Communication Studies.

David Benson

Vice President Investments

Becky Gustafson

Senior Client Associate

As a crucial member of the Bester Wealth Management team, Becky strives to ensure that clients' needs are handled in a timely and accurate manner. She will help with all types of questions and service including but not limited to; administrative, trading and operational. With over 40 years in the financial services industry, Becky brings a great deal of knowledge and experience to the team.

Becky Gustafson

Senior Client Associate

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

David joined Mount Yale in 2007 to work with sophisticated wealth planners to implement investment mandates using strategies and portfolio designs to meet investor goals. David focuses on single-stock risk management, generational wealth transfer, cash-flow strategies, and long term private investing. Previously, he was a senior Advanced Case Designer for ING Life, Co-Director of Internal Life Sales, and Senior Relationship Manager for a large national account. David also directed case design and product selection for a Florida based private wealth firm.

david.gottesman@mtyale.com

David Gottesman

Senior Vice President
of Sales

Eric Englebrecht

Senior Vice President of Sales

Eric is responsible for implementation of investment strategies and management of relationships for key clients and advisors. Prior to joining Mt. Yale in 2000, he worked as a Supervisor for Merrill Lynch, overseeing the stock option plans for Intel, Coke and SBC executives. Eric has a B.S. degree in Finance from Tulane University, New Orleans, Louisiana. Eric is Series 7 and 66 registered.

eric.englebrecht@mtyale.com

Eric Englebrecht

Senior Vice President
of Sales

Mike Klever

Director, Internal Business Development

Mike came to Mount Yale in 2008 from Merrill Lynch with extensive experience in client services, product management and relationship building, primarily with institutional level and high net worth clients. Mike has a B.A. degree in Political Science with a minor in History from the University of Colorado at Boulder. Mike is also Series 7 and 66 licensed.

mike.klever@mtyale.com

Mike Klever

Director, Internal Business Development

Yona Klein

Vice President, Business Development

Yona is responsible for working with sophisticated financial advisors to implement investment mandates using strategies and portfolio designs to meet investor goals. Yona focuses on portfolio risk management, generational wealth transfer, cash-flow strategies, and long-term investing. Prior to joining Mount Yale, Yona served as a Director of Investment Services for a New York based Independent Advisory firm. Yona holds the Certified Investment Management Analyst® (CIMA®) designation, issued by IMCA in conjunction with the Wharton School of Business. He is also life insurance licensed, and holds the FINRA Series 7 and Series 63 registrations.

yona.klien@mtyale.com

Yona Klein

Vice President, Business
Development

Contact our team today to learn more about our
wealth management services.

Learn More

Our People

A Dedicated Team of Experienced Professionals

Learn more about our team's experience and how we structure our support to provide clients with first-class service and solutions.

ExecutiveTeam

John L. Sabre

Greg D. Anderson

Michael J. Sabre

Chris E. Moran

WealthManagement

Chad R. Bester CFP®

David Benson

Becky Gustafson

PortfolioConsultants

David Gottesman

Eric Englebrecht

Mike Klever

Yona Klein

Contact our team today to learn more about our wealth management services.

Executive
Team

Wealth
Management

Portfolio
Consultants

Contact our team today to learn more about our
wealth management services.