We are pleased to announce that Phong Pham has joined Blue Rose as Senior Vice President! Mr. Pham provides municipal advisory services to higher education institutions, non-profit organizations, charter schools and K-12 schools, and other state and local governments. Mr. Pham brings more than 25 years of combined public finance,
Blue Rose Capital Advisors is pleased to announce our registration as a Commodity Trading Advisor (CTA) with the U.S. Commodity Futures Trading Commission (CFTC) and membership with the National Futures Association (NFA).
We are pleased to announce that Ben Pietrek has been promoted to Assistant Vice President at Blue Rose Capital Advisors. In his new role, Ben will take on expanded client management responsibilities and ensure transactions are executed smoothly from start to finish.
We are pleased to announce that Max Wilkinson has been promoted to Senior Vice President at Blue Rose Capital Advisors. Max is stepping into the Senior Vice President role with 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.
We are pleased to announce that Georgina Walleshauser has been promoted to Senior Vice President at Blue Rose Capital Advisors. As a Senior Vice President, Georgina has taken the new responsibility of providing senior leadership for Blue Rose’s client engagements.
We are pleased to announce that Noah Rosenbaum has joined the Blue Rose team as an Analyst. In his role, Mr. Rosenbaum 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.
We are pleased to announce that Brandon Lippold has been promoted to Senior Vice President at Blue Rose Capital Advisors. As a Senior Vice President, Brandon will serve as a lead advisor to our clients on a variety of debt and debt related transactions.
We are pleased to announce that Scott Talcott has been promoted to Managing Director at Blue Rose Capital Advisors. As a Managing Director, Scott will serve a diverse client base as one of the firm’s senior strategists and foremost thought leaders.
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.
