Advisory Boards
Meet the professionals who are advising Blue Vault on topics important to Wealth Advisors and the wider Alternative Investments industry.
WEALTH ADVISOR BOARD
Larry Barocas
Senior Partner, Managing Director
Chad Clark
Partner/Senior Advisor
Daniel Goodwin
CEO
Gregg Guinta
Chief Operating Officer
Fred Hubler
CEO & Chief Wealth Strategist
Nate Oltmans
Partner, Director of Advisors
Jorge Padilla
CEO | Senior Advisor
Scott Pilchard
Founder, Financial Advisor
Keri Pugh
Founder and Financial Advisor
EDUCATIONAL BOARD
Randy Anderson, Ph.D., CRE
Educational Board Chair
Partner, Real Assets
James Camarda
Managing Director – Private Wealth Strategy & Strategic Relationships
Mathew Dellorso
Managing Director of Sales
Geoff Flahardy
President of Strategic Relations
Cherie Fournier
CEO/Founder
Thayer Gallison
Senior Vice President of Capital Markets, Head of Product Strategy
Carly Hoeler
Educational Board Vice-Chair
Senior Vice President, Head of Business Development
Josh Hoffman
President, Bluerock Value Exchange; Managing Director, Due Diligence and Marketing
Brian King
Chief Executive Officer
Bill Leitner
Founder
Alise Lucero
VP, Client Success
Sara Murphy
Head of Platform Solutions
John O’Connell
Founder and Chief Executive Officer
Brian Rivera
Executive Vice President of Business Development
Jeff Rosenthal
President and CEO
Joseph Roth
Principal and Head of Distribution
Seth Stuart
Axxes Capital; SVP | Global Head of Product & Business Intelligence
Justin A. Schwartz
Executive Director, Alternative Investment Products (AIP) and Insurance & Retirement Services (I&RS)
