Blue Rose Capital Advisors LLC is excited to announce its partnership with Excelsior Capital Advisory Services LLC.

To celebrate our year together as a company, Blue Rose, along with sister company HedgeStar, joined together for our annual holiday event.

Happy Holidays 2023!

“Accountability”: We value timeliness and take personal responsibility for providing excellent service and high-quality deliverables.

Next up of our core values is “Teamwork”: We believe in teamwork and collaboration with one another.

Georgina Walleshauser, Vice President, and Benjamin Pietrek, Analyst, are attending the IACUBO 2023 Annual Meeting

Each year, the Blue Rose team convenes alongside our affiliate company, HedgeStar, for an in-person meeting to celebrate the achievements.

Next up of our core values is “Service”: We are committed to anticipating our clients’ needs and responding to their requests.

Last week, our marketing team attended the Digital Summit in Minneapolis

At Blue Rose Capital Advisors, we believe the core values of our business are what help us stand out from our competitors...

Fun Fact Friday! At Blue Rose Capital Advisors, we believe the core values of our business are what help us stand out among our competitors

We’re highlighting our sister company, HedgeStar, a leading independent provider of hedge accounting, valuations, and fair value measurement

Blue Rose Capital Advisors’ Erik Kelly, Max Wilkinson and Brandon Lippold, are attending the MHEFA 35th Annual Conference

Blue Rose Capital Advisors’ Erik Kelly, President, Brandon Lippold, Vice President, and Ben Pietrek, Analyst, are attending the WHEFA

Georgina Walleshauser is promoted to Vice President at Blue Rose Capital Advisors.

Brandon Lippold is promoted to Vice President at Blue Rose Capital Advisors.

Maxwell Wilkinson is promoted to Vice President at Blue Rose Capital Advisors.

Blue Rose Capital Advisors’ Erik Kelly, James McNulty, and John Elliott, will be in Long Beach, CA, from January 8th-11th. Let's Connect!

Happy Holidays from all of us at Blue Rose!

To celebrate our year together as a company, Blue Rose Capital Advisors, along with our sister company HedgeStar, spent some quality time.