MINNEAPOLIS, MN – March 27, 2024 – 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

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. Erik and Brandon plan to share their insights and perspectives on:   Year-to-date 2024 market activity Industry prognostications on

We are pleased to announce that Lily Greenway has joined the Blue Rose team as an Analyst. 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

Blue Rose Capital Advisors announces that Scott Talcott, Senior Vice President, has obtained Certified Treasury Professional (CTP) certification from the Association for Financial Professionals.   The Certified Treasury Professional Exam is recognized as the leading credential in treasury management worldwide.   Mr. Talcott joined Blue Rose in 2016 and provides

We are pleased to welcome Katie Auren to the Blue Rose team as Controller. 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

Blue Rose Capital Advisors announces that Benjamin Pietrek has been promoted to Associate. 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.

Blue Rose Capital Advisors announces that Laura Klingelhutz has joined the Blue Rose team as Marketing Coordinator. 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. Prior

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

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.   This year, we traveled to Chicago, IL, where we enjoyed the accommodations and attended business meetings at the Union League Club of

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.   Please join us in welcoming Laura!   Contact Laura today: Laura Klingelhutz,