Profil
Mr. Zachary R.
Slater is a Senior Vice President & Portfolio Manager at Mount Yale Capital Group LLC and at Mount Yale Investment Advisors LLC.
He joined Mount Yale in 2011 to conduct and oversee research on new investment opportunities.
His experience includes evaluating and monitoring traditional, alternative and private investment strategies.
Additionally, he has experience transitioning strategies into different investment vehicles.
He is responsible for sourcing new managers, conducting due diligence on potential managers and ongoing monitoring of current managers and investments.
In addition, He serves as a portfolio manager for Mount Yale’s Managed Model Portfolios.
He holds a B.S.
from the Daniels College of Business at the University of Denver.
Aktive Positionen von Zach Slater
| Unternehmen | Position | Beginn |
|---|---|---|
Mount Yale Capital Group LLC
 Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Analyst-Equity | 01.01.2011 |
Mount Yale Investment Advisors LLC
 Mount Yale Investment Advisors LLC Investment ManagersFinance Mount Yale Investment Advisors LLC (MYIA) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. MYIA offers asset management services to high-net-worth individuals, pension and profit sharing plans, trusts, estates, corporations, other business entities, investment advisers, banks, broker/dealers, and/or other financial services companies. | Portfolio Manager-Aktien | 01.01.2011 |
Ausbildung von Zach Slater
| Daniels College of Business | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Mount Yale Capital Group LLC
Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Finance |
Mount Yale Investment Advisors LLC
Mount Yale Investment Advisors LLC Investment ManagersFinance Mount Yale Investment Advisors LLC (MYIA) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. MYIA offers asset management services to high-net-worth individuals, pension and profit sharing plans, trusts, estates, corporations, other business entities, investment advisers, banks, broker/dealers, and/or other financial services companies. | Finance |
