Mount Yale Capital Group Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

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.

Find Mount Yale Capital Group employees' phone numbers or email addresses

Mount Yale Capital Group Global Highlights

Location
Employees

North America
59

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  • United States Of America
    59

Mount Yale Capital Group's Leadership

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    W. R.
    Chief Executive Officer And Chief Financial Officer
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    R. H.
    Cco
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    C. M.
    Chief Financial Officer
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    J. D.
    Chief Business Development Officer
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    J. D.
    Chief Business Development Officer
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    S. B.
    Chief Operating Officer
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    Y. K.
    Vice President Of Business Development
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    B. R.
    Vice President Of Operations
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Mount Yale Capital Group Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Accounting
  • Business Development
  • Community & Social Services
  • Engineering
  • Other

Contact profiles from Mount Yale Capital Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. W.
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    M. P.
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    P. L.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Mount Yale Capital Group known for?

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Mount Yale Capital Group operates in the Financial Services industry. The company's main headquarters is located in 8500 Normandale Lake Boulevard Suite 1900 Minneapolis, Minnesota 55437 United States; you can contact the main corporate office by phone at . Explore Mount Yale Capital Group's company overview page for more information.

What is Mount Yale Capital Group's most common email format?

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Mount Yale Capital Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mount Yale Capital Group email formats with LeadIQ.

How many employees does Mount Yale Capital Group have currently?

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Mount Yale Capital Group has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Mount Yale Capital Group's key employees and leadership?

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As of February 2026, Mount Yale Capital Group's key employees include:

  • Chief Executive Officer And Chief Financial Officer: W. R.
  • Cco: R. H.
  • Chief Financial Officer: C. M.
  • Chief Business Development Officer: J. D.
  • Chief Business Development Officer: J. D.

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