Blue Rose Advisors Blog

Maxwell Wilkinson, Vice President, is presenting on a live webinar with CliftonLarsonAllen on December 17, 2025. Join our complimentary webinar, Managing Debt Covenants and Financial Ratios in a Challenging Environment, to explore how financial covenants and ratios shape operational planning and debt management in higher education.

We are pleased to announce that Julia Cain, Analyst, has passed the MSRB Series 50 Examination to become a qualified municipal advisor representative.

Sam Gruer brings more than 30 years of capital market experience to his role as Managing Director at Blue Rose Capital Advisors, where he focuses on the firm’s business development efforts and providing senior advisory services.

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 services

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

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 P3, strategic consulting, and debt advisory practice in addition to his compliance responsibilities

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, Minnesota. Our team enjoyed a historic trolly ride that highlighted the town’s rich history, a scenic guided hike to the waterfall at Willow River State Park, and enjoyed team camaraderie through dinners and meetings.

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, October 1st.

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 29th.

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