Blue Rose Capital Advisors’ James McNulty, Managing Director, is presenting at the NACUBO Annual Meeting in Chicago, IL, July 20th – 23rd, 2024. Mr. McNulty will present on the Make Workforce Development Work: Building an Environment Focused on Student Outcomes panel from 4:00 – 5:15 pm on Sunday, July 21st.   Will

Blue Rose Capital Advisors announces that Lily Greenway, Analyst, has passed the MSRB Series 50 Examination to become a qualified municipal advisor representative.   The Series 50 Examination must be taken by all municipal advisor professionals to engage in municipal advisory activities on behalf of a municipal advisor firm.  

Blue Rose Capital Advisors’ Erik Kelly, President, and Max Wilkinson, Vice President, are presenting on the Municipal Advisor Panel at the MHEFA 36th Annual Conference in St. Paul, MN, on April 17, 2024.   Will you be attending? We would love to connect! Contact Blue Rose: (952) 746-6050 [email protected]  

MINNEAPOLIS, MN – March 27, 2024 – Blue Rose Capital Advisors LLC is excited to announce its partnership with Excelsior Capital Advisory Services LLC.  Blue Rose, an independent municipal advisor to higher education and non-profit organizations, will serve as a co-advisor with Excelsior in providing various capital planning and debt-execution

Blue Rose Capital Advisors Erik Kelly, President, and Brandon Lippold, Vice President, will present at the Wisconsin Health and Educational Facilities Authority (WHEFA) Lunch & Learn Webinar on March 26, 2024. Erik and Brandon plan to share their insights and perspectives on:   Year-to-date 2024 market activity Industry prognostications on

We are pleased to announce that Lily Greenway has joined the Blue Rose team as an Analyst. Ms. Greenway holds a Bachelor of Economics, Public Policy & Sustainability from the University of New Hampshire and she is currently working towards a Master of Public Administration with a specialization in Public

Blue Rose Capital Advisors announces that Scott Talcott, Senior Vice President, has obtained Certified Treasury Professional (CTP) certification from the Association for Financial Professionals.   The Certified Treasury Professional Exam is recognized as the leading credential in treasury management worldwide.   Mr. Talcott joined Blue Rose in 2016 and provides

We are pleased to welcome Katie Auren to the Blue Rose team as Controller. Ms. Auren has more than 15 years’ experience working in various aspects of accounting, most recently serving as Senior Accountant at Blu Dot Manufacturing and Design. Her previous roles also include Controller for Penn Strategic Imports

Blue Rose Capital Advisors announces that Benjamin Pietrek has been promoted to Associate. Mr. Pietrek joined Blue Rose in 2022 as an Analyst, providing analytical, research, and transactional support to the lead advisory team serving higher education, non-profit, and government clients with debt advisory, derivatives advisory, and reinvestment advisory services.