Erik Kelly

President 

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Erik Kelly serves as President of Blue Rose, providing leadership, coordination, and oversight of the firm’s advisory services since 2011.  Mr. Kelly contributes to the strategic direction for the firm, oversees compliance with the changing regulatory environment, and ensures the quality of professional advice provided to the firm’s clients.

Mr. Kelly also serves as a strategic advisor to many of the firm’s clients, including advising higher education, non-profit, and other borrowing entities on long-term capital plans and the execution of all types of debt and debt-related derivative transactions. In his work for clients, Mr. Kelly provides expertise in the creation of a long-term strategic capital plan that is supported by risk assessment and market opportunities.  In connection with specific financing transactions, Mr. Kelly provides strategic and quantitative thought leadership supported by detailed analytics, working to educate clients regarding the risks and opportunities of various debt and derivative structures.  Prior to joining Blue Rose, Mr. Kelly worked for two nationally recognized financial advisory firms. 

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Education 

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Mr. Kelly holds a bachelor’s degree in economics from Amherst College and a master’s degree in theological studies from Bethel University.  Mr. Kelly passed the MSRB Series 50 Examination to become a qualified municipal advisor representative and the MSRB Series 54 Examination to become a qualified municipal advisor principal.