We are pleased to announce that Julia Cain has joined the Blue Rose team as an Analyst. In her new role, Ms. Cain will be responsible for providing analytical, research, and transactional support to the lead advisory team serving higher education, non-profit, and government clients with debt advisory and reinvestment

We are pleased to announce that Richa Sharma has joined the Blue Rose team as an Analyst. Ms. Sharma holds a Master of Science in Financial Analysis from the University of Wisconsin-Milwaukee (UWM) and an MBA in Finance from Mumbai University. Prior to Blue Rose, Ms. Sharma worked for Crisil

Blue Rose Capital Advisors’ Brandon Lippold, Vice President, and Maxwell Wilkinson, Vice President, are presenting on a live webinar with CliftonLarsonAllen on April 9, 2025. Join our complimentary webinar, Leveraging Debt for Campus Improvement, to discuss how to effectively finance campus innovations through strategic debt use. At the end of the

Congratulations to John Elliott on His Promotion to Vice President at Blue Rose Capital Advisors! Mr. Elliott joined Blue Rose as an Associate in 2021 and was promoted to Assistant Vice President and Chief Compliance Officer in 2023. He provides analytical and research support and project management for Blue Rose’s

Blue Rose Capital Advisors joins sister company, HedgeStar, for our all-team annual meeting in Stillwater, MN. Once a year, the stars align—well, not literally, but close enough! -and this September, Blue Rose Capital Advisors joined our sister company, HedgeStar, for an all-team annual meeting in the scenic town of Stillwater,

Blue Rose Capital Advisors’ Erik Kelly, President, is presenting at the CACUBO Annual Meeting held in Indianapolis, IN, September 29th – October 1st, 2024. Mr. Kelly will present on the How to Host a Banker Day: Bankers Everywhere All at Once at Your Place panel from 1:15 – 2:15 pm on Tuesday,

Blue Rose Capital Advisors’ James McNulty, Managing Director, is presenting at the CACUBO Annual Meeting held in Indianapolis, IN, September 29 – October 1, 2024. Mr. McNulty will present on the Make Workforce Development Work: Building an Environment Focused on Student Outcomes panel from 2:00 – 3:00 pm on Sunday, September

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]