Zach Slater

Zach Slater

Analyst-Equity presso Mount Yale Capital Group LLC

Finance
Consumer Services

Profilo

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.

Posizioni attive di Zach Slater

SocietàPosizioneInizio
Analyst-Equity 01/01/2011
Gestore di Portafoglio-Azioni 01/01/2011
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Formazione di Zach Slater

Daniels College of Business Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

9

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3

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Uomo

Donna

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Società collegate

Aziende private2

Finance

Finance

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