James M. McNulty, CFA, CTP, CAIA, CFP

Managing Director 

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James McNulty, Managing Director, joined Blue Rose in 2014. He specializes in providing project management, financial analysis, and debt structure advice to higher education institutions.  He also provides ongoing, long-term capital planning that incorporates debt capacity modeling and credit analysis. Mr. McNulty leads the Blue Rose Pricing Desk, overseeing the pricing of all fixed rate bond pricings for the firm. During the eight years prior to joining Blue Rose, Mr. McNulty worked for John S. Vincent & Company, a financial advisory firm focused exclusively on higher education institutions.

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Education 

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Mr. McNulty holds a master's degree from the University of Chicago Booth School of Business and a bachelor's degree from the University of Chicago. Mr. McNulty 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. He is also a CFA® charterholder, a CAIA® charterholder, a CFP ® professional, and a Certified Treasury Professional (CTP).