Mount Yale Capital Group
Mount Yale Capital Group, LLC is a leading portfolio design, asset management, and investment product development firm. We deliver our wide range of products and services to investors through Financial Planners, Registered Representatives, and Registered Investment Advisors. Through our Princeton Fund Advisors, LLC subsidiary we offer a suite of investment products. Our fund strategies include Private Equity, Private Credit, Master Limited Partnership, and Long-Short Credit. Visit our website to learn more about our investment capabilities, and the investment professionals who provide personalized advice and custom portfolios solutions. Mount Yale Investment Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mount Yale Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Mount Yale Investment Advisors, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
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Verified contacts
17
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
3
tools in use
Monthly traffic
120
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- LL
Lisa Lee
Director of Advisor Services · General Business & Management
EmailPhone - BR
Bill Rohlf
Vice President of Operations · Operations
EmailPhone - EE
Eric Englebrecht
Senior VP · General Business & Management
EmailPhone - JM
Jami MacKenzie
Client Operations · Operations
EmailPhone - MP
Mark Preston
Client Operations · Operations
EmailPhone - CF
Connor Fehrenbach
Business Analyst · General Business & Management
EmailPhone - DH
Dan Hall
Accountant · Finance & Accounting
EmailPhone - DP
David Peterson
Software Developer · Information Technology
EmailPhone - DJ
Debbie Janey
Administrative Assistant · Operations
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Mount Yale Capital Group
16 distinct titles indexed · top 10 shown.
- 2client operations
- 1accountant
- 1administrative assistant
- 1associate
- 1business analyst
- 1chief business development officer
- 1chief executive officer and managing partner
- 1chief financial officer
- 1director of advisor services
- 1founding partner-mount yale advisor partners
- +6more titles
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