Greg D. Anderson co-founded Mount Yale Capital Group in 1999 to bring Wall Street experience and solutions to affiliated financial advisors across the country. He is now Chief Investment Officer of Elevation Point, co-founded by veteran partners to entrepreneurial advisors Jim Dickson and Mark Penske, when the firm acquired Mount Yale in 2024. At Elevation Point, Greg delivers investment solutions and management services that advisors may utilize to bring their clients success, and grow their practices.

Prior to co-founding Mount Yale and serving as its President, Greg was part of Portfolio Management Consultants, Inc., where he was a Senior Vice President and Managing Director of Investment Manager Search, Evaluation, and Due Diligence. He previously worked for Deloitte & Touche, where he focused on estate planning, healthcare, non-profit organizations, and tax and personal finance planning for high-net-worth individuals.

Greg is a Certified Public Accountant (inactive), and holds a JD from the University of Minnesota School of Law. He completed his undergraduate studies at Hamline University in Minnesota.