UNLOCK THE POWER OF THE VAULT

Leadership Team

Mission

"Blue Vault’s mission is to conduct and provide reliable and thorough nontraded REIT and BDC performance-based research. Our top priority is helping keep you informed. Our commitment to you is transparency and education."

The Team

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Stacy Chitty

Managing Partner

Mr. Chitty has over 20 years of experience in the financial services industry. During the course of his career, Mr. Chitty has specialized in distributing nontraded REITs, public Limited Partnerships, and other Private Placement offerings to Independent Broker Dealers.

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Through these relationships and his experience, Mr. Chitty has achieved a significant level of expertise and understanding as it relates to the intricacies of the Independent Broker Dealer channel’s distribution, due diligence policies, operational and advisory models.

Prior to co-founding Blue Vault, Mr. Chitty was the Managing Director, Equity Sales for Moody Securities, the Broker Dealer arm of Moody National Companies. Mr. Chitty also served as Vice President, Broker Dealer Relations for Wells Real Estate Funds for over nine years, where he acted as the company's liaison to the Independent Broker/Dealer industry and directed the selling activities on a national basis for over 250 Broker Dealers.

Mr. Chitty holds a Bachelor of Arts degree in Speech Communication from the University of Georgia.

Stacy.Chitty@BlueVaultPartners.com

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Jared Schneider

Managing Partner

Mr. Schneider is a Managing Partner at Blue Vault. His prior experience  was serving as a strategy professional for CNL, a multi-billion-dollar alternative investment firm. In this role, he served as an internal consultant, led investment research and education initiatives, and conducted ongoing training for a 40-person sales team.

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During his tenure there, the firm raised and invested roughly $1.5 billion of assets through its proprietary products and partnerships with KKR, CB Richard Ellis, and Macquarie. Before CNL, Mr. Schneider worked for Wells Fargo, as an independent consultant and traded equities for a proprietary trading group. He received an MBA from Rollins College and a bachelor's degree in both Finance and Entrepreneurship from Florida State University.

Jared.Schneider@BlueVaultPartners.com

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Betsy Ricks

Vice President, New Business Development

Mrs. Ricks has over 14 years of experience in the real estate and financial services industry. During the course of her career, she has developed significant relationships within the Independent Broker Dealer community having been primarily responsible for helping them fulfill their educational and regulatory needs as it relates to nontraded REITs.

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Prior to joining Blue Vault Partners, Mrs. Ricks was employed by Wells Real Estate Funds, where she was responsible for managing Key Account teams in order to maximize relationships, education, and marketing opportunities. In addition, Mrs. Ricks was instrumental in helping broker dealers educate their sales force and home office staff on the benefits of investing in nontraded REITs, as well as assisting internal compliance professionals with meeting regulatory requirements for advisor attendance at regional due diligence meetings.

Prior to joining Wells, Mrs. Ricks worked for over six years in the entertainment industry providing administrative and logistical support for Kenny Rogers Productions.

Mrs. Ricks holds a Bachelor of Journalism degree in Public Relations from the University of Georgia.

Betsy.Ricks@BlueVaultPartners.com

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James Sprow

Director of Research

Mr. Sprow has been an Associate Professor of Business teaching corporate finance, investments, managerial accounting, business statistics, international business, and entrepreneurship in both undergraduate and MBA programs for over 20 years.

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Prior to pursuing a Ph.D. in Finance at Washington State University, Mr. Sprow was President and owner of a precision machine parts manufacturing firm. He also has done consulting to small businesses, written courses in finance and economics, and has published articles in finance and investments. He has taught courses in international finance, international economics, and globalization in Singapore and Indonesia.

Mr. Sprow received his Bachelor of Arts in Economics from the University of Washington, and a Master of Business Administration with an emphasis in finance and accounting from the Stanford Graduate School of Business.

James.Sprow@BlueVaultPartners.com

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Maria Smorgonskaya

Financial Analyst

Maria Smorgonskaya has more than 16 years of experience in financial services, including corporate due diligence, banking services, and financial analysis.

In December 2015, she earned a Master of Business Administration degree from the Kelley School of Business at Indiana University, with a double major in Finance and Accounting.

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Before moving to the U.S. in 2010, Maria was a Senior Investment Manager for a private equity company in Russia. She performed due diligence on companies seeking investments, coordinated financial modeling and financial status evaluation, and prepared investment memoranda. Prior to that, Maria spent eight years as a Senior Specialist in the Credit, Retail, and Bank Securities Departments of Rosbank (Societe Generale Group), one of Russia’s largest banks. During this time, she received two promotions as she managed credit analyses, presented credit proposals for credit committees, and led the due diligence justification for launching the bank’s Retail Department.

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Luke Schmidt

Assistant Financial Analyst

Mr. Schmidt has over 7 years in the financial services industry, including banking services and financial analysis.

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Prior to joining Blue Vault Partners, Mr. Schmidt spent 7 years working in the banking industry, where he held several roles including Relationship Manager and Commercial Credit Underwriter.  In these roles, he was responsible for building and maintaining relationships with commercial clients as well as performing financial analysis and due diligence on their financial position.

Mr. Schmidt received a Bachelor of Science degree in Finance from the University of Notre Dame in 2010.  He maintains the Certified Treasury Professional (CTP) designation granted through the Association for Financial Professionals (AFP).

Luke.Schmidt@BlueVaultPartners.com

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Brooke Heffington

Director, Partnership Strategy

Mrs. Heffington has over 18 years of business development experience and a proven track record of creating and implementing marketing and sales strategies that increase growth and revenue.

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Prior to joining Blue Vault Partners, Mrs. Heffington spent 10 years working in the childcare industry as the Executive Director for Creme de la Creme, Inc, where she was responsible for managing a team of 25 professionals, increasing enrollment and company revenue, training other Georgia-based Directors, and achieving Southern Association of Colleges and Schools accreditation.

Mrs. Heffington received a Bachelor of Science degree in Business Administration with an area in Marketing from Murray State University and holds a Georgia Training for Trainers 1 Certification.

Brooke.Heffington@BlueVaultPartners.com

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Dawn McDaniel

Sales Executive

Mrs. McDaniel has over 35 years of experience supporting operations related to financial administration, investment strategies, and client portfolio development within the real estate industry. During the course of her career, she has developed significant relationships within the financial services industry by working directly with registered investment professionals to raise capital for limited partnerships, nontraded REITs, and mutual funds.

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Prior to joining Blue Vault Partners, Mrs. McDaniel was employed by Wells Real Estate Funds for 16 years as a Senior Sales Coordinator and Assistant Vice President. During her tenure with Wells she played a key role in developing a Financial Institutions Group over a six-year period; planned, organized, booked, and attended regional seminars and other events; maintained travel schedules on behalf of the Regional Vice President; and worked with financial advisors to resolve client service issues.

Prior to joining Wells, Mrs. McDaniel held several positions with various firms in the property management industry. She holds FINRA Series 7 and 63 licenses.

Dawn.McDaniel@BlueVaultPartners.com

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Laurie Brescia

Marketing Director

Mrs. Brescia has over 21 years of sales, marketing, and information technology experience. She brings a fresh view to Blue Vault as it relates to branding and marketing. 

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Prior to joining Blue Vault Partners, Mrs. Brescia spent three years working as the Director of Communications for St Ives Country Club in Johns Creek, Georgia, where she was responsible for managing the website, email marketing, social media, and the monthly newsletter for Members. She owned several small businesses over the span of 10 years, and prior to that, she worked as the Information Systems Coordinator at Heavenly Ham's corporate office (now owned by HoneyBaked Ham) for five years. 

Laurie attended Kennesaw State University and has training in Adobe, Office, Sales, and a variety of marketing tools.

Laurie.Brescia@BlueVaultPartners.com

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Sonya Andrews

Executive Assistant

Mrs. Andrews has over 16 years of banking, treasury, and cash management experience.

She earned a Bachelor of Business Administration degree in Accounting from the University of North Florida and a Bachelor of Science degree in Communication Disorders from Utah State University.

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She started her career at Merrill Lynch, where she worked in their transfer agency and supervised the funds transfer unit of their real estate and securities-backed lending company. After moving from Florida to Georgia, she joined Coca-Cola Enterprises as a Senior Treasury Analyst to coordinate bank fee payments with multiple financial institutions. She then worked at Risk Management Alternatives as the Cash Manager, directing the company’s funds transfer and cash reporting operations and managing its banking relationships.

Mrs. Andrews joins Blue Vault as Executive Assistant and will support its sales, marketing, account management, and operational activities. 

Sonya.Andrews@BlueVaultPartners.com

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The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.

Steve Siepak Director, Mutual Funds and Alternatives, National Planning Holdings, Inc. Blue Vault session at the recent National Planning Holdings National Conference September 13, 2017