Blue Rose Capital Advisors announces that Lily Greenway, Analyst, has passed the MSRB Series 50 Examination to become a qualified municipal advisor representative
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.
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
