We are pleased to announce that Max Wilkinson has been promoted to Senior Vice President at Blue Rose Capital Advisors.
Mr. Wilkinson joined Blue Rose in 2016 and manages a number of the firm’s clients, ensuring that their transactions progress smoothly and effectively throughout the financing process. He has significant expertise in the preparation of credit and debt capacity analyses and is experienced with the pricing and execution of fixed rate bond transactions, direct purchase bonds, and derivative and reinvestment products.
Max is stepping into the Senior Vice President role after nearly 10 years as part of the Blue Rose team. He will provide leadership on capital planning and a variety of debt transactions, including being a key member of our bond pricing team.
“Max’s thorough approach to our advisory services reflects our firm’s commitment to serve each institution as though we are an extension of their staff,” said Erik Kelly, Blue Rose’s president. “Our clients appreciate Max’s ability to vet many financing alternatives before proceeding with a specific debt or debt-related transactions, ensuring the organization is pursuing the best option available.”
Prior to joining Blue Rose, Mr. Wilkinson worked as a Reinsurance Analyst intern at the London office of JLT Re (now Guy Carpenter), where he provided analytical support as part of JLT’s property and casualty brokerage teams.
Mr. Wilkinson 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.
Please join us in congratulating Max!
Contact Max:
O: 952-746-6048
Email: [email protected]
Connect on LinkedIn
About Blue Rose Capital Advisors:
Blue Rose Capital Advisors is an independent financial advisory firm that serves the higher education, healthcare, non-profit, government, and corporate sectors. Blue Rose provides debt, derivatives, reinvestment, strategic and financial consulting services, and other specialized services to help clients achieve their goals. Blue Rose is registered as a Municipal Advisor with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB).
Blue Rose brings expert guidance and transparency to the often complex and opaque sectors of the capital markets. We embrace a client-first approach and work tirelessly to strengthen their debt transactions, governance, and balance sheets. With our wealth of real-time data, sophisticated modeling capability, and deep industry relationships, we can deliver solutions to almost any financing challenge.
