team | Bluerose

Blue Rose Capital Advisors LLC is Excited to Announce Its Partnership with Excelsior Capital Advisory Services LLC

Blue Rose Marketing

Mar 272 min read

Blue Rose Capital Advisors LLC is Excited to Announce Its Partnership with Excelsior Capital Advisory Services LLC

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

Blue Rose Capital Advisors - Holiday Event 2023

Blue Rose Marketing

Dec 19, 20231 min read

Blue Rose Capital Advisors - Holiday Event 2023

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

Blue Rose Marketing

Dec 13, 20231 min read

Happy Holidays - 2023

Happy Holidays 2023!

Blue Rose Capital Advisors' Core Value: Accountability

Blue Rose Marketing

Nov 3, 20231 min read

Blue Rose Capital Advisors' Core Value: Accountability

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

Blue Rose Capital Advisors' Core Value: Teamwork

Blue Rose Marketing

Oct 20, 20231 min read

Blue Rose Capital Advisors' Core Value: Teamwork

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

Blue Rose Capital Advisors will be at the IACUBO 2023 Annual Meeting

Blue Rose Marketing

Oct 4, 20231 min read

Blue Rose Capital Advisors will be at the IACUBO 2023 Annual Meeting

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

Blue Rose Capital Advisors Annual Meeting 2023

Blue Rose Marketing

Sep 28, 20231 min read

Blue Rose Capital Advisors Annual Meeting 2023

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

Blue Rose Capital Advisors' Core Value: Service

Blue Rose Marketing

Sep 1, 20231 min read

Blue Rose Capital Advisors' Core Value: Service

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

Blue Rose Marketing

Aug 25, 20231 min read

Digital Summit 2023 - We Attended!

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

Blue Rose Capital Advisors' Core Value: Integrity

Blue Rose Marketing

Aug 11, 20231 min read

Blue Rose Capital Advisors' Core Value: Integrity

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

Blue Rose Capital Advisors' Core Value: Engaged

Blue Rose Marketing

Jul 21, 20231 min read

Blue Rose Capital Advisors' Core Value: Engaged

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

Fun Fact Friday: Highlighting Our Sister Company HedgeStar

Blue Rose Marketing

Jun 23, 20231 min read

Fun Fact Friday: Highlighting Our Sister Company HedgeStar

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

Blue Rose will be at the MHEFA 35th Annual Conference

Blue Rose Marketing

Apr 20, 20231 min read

Blue Rose will be at the MHEFA 35th Annual Conference

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

Blue Rose Advisors will be at the WHEFA Workshop on March 27, 2023

Blue Rose Marketing

Mar 23, 20231 min read

Blue Rose Advisors will be at the WHEFA Workshop on March 27, 2023

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

Blue Rose’s Georgina Walleshauser promoted to Vice President

Blue Rose Marketing

Jan 24, 20231 min read

Blue Rose’s Georgina Walleshauser promoted to Vice President

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

Blue Rose’s Brandon Lippold promoted to Vice President

Blue Rose Marketing

Jan 23, 20231 min read

Blue Rose’s Brandon Lippold promoted to Vice President

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

Blue Rose’s Maxwell Wilkinson promoted to Vice President

Blue Rose Marketing

Jan 20, 20231 min read

Blue Rose’s Maxwell Wilkinson promoted to Vice President

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

Blue Rose Capital Advisors will be in Long Beach, CA, January 8-11

Blue Rose Marketing

Dec 19, 20221 min read

Blue Rose Capital Advisors will be in Long Beach, CA, January 8-11

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

Blue Rose Marketing

Dec 15, 20221 min read

Happy Holidays - 2022

Happy Holidays from all of us at Blue Rose!

Blue Rose Capital Advisors - Holiday Event 2022

Blue Rose Marketing

Dec 12, 20221 min read

Blue Rose Capital Advisors - Holiday Event 2022

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

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