Blue Rose Advisors Blog

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 advisory services to Excelsior’s clients

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

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 and Nonprofit Finance from New York University. Prior to Blue Rose, Ms. Greenway worked for HEPCO Capital Management, LLC, where she analyzed quarterly reports, conducted capital market research, and lead investor relationships for various sectors

Mr. Talcott joined Blue Rose in 2016 and provides financial advisory services to the firm’s clients with respect to the planning and execution of all types of debt, derivative, reinvestment, and P3 transactions. He specializes in analyzing and assessing financial strategies from both a quantitative and qualitative standpoint to assist clients in selecting the most efficient use of capital that best aligns with their strategic goals and objectives

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 and Accounting Manager at Global Tax Network

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

Ms. Klingelhutz joined Blue Rose and sister-company HedgeStar in 2022 as Marketing Generalist Intern and became the Marketing Generalist part-time in 2023, aiding with digital marketing, event planning, and market research efforts.

To celebrate our year together as a company, Blue Rose Capital Advisors, along with sister company HedgeStar, joined together for our annual holiday event. We enjoyed time volunteering at Feed My Starving Children, exchanging gifts in a white elephant gift exchange, and practicing our curling skills at the Chaska Curling Center

Each year, the Blue Rose team convenes alongside our affiliate company, HedgeStar, for an in-person meeting to celebrate the achievements and milestones we’ve made throughout the year

We are pleased to announce that Laura Klingelhutz has joined the Blue Rose team as a Marketing Generalist Intern for the summer. Laura will be assisting our team with digital marketing efforts, marketing research and event planning