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
Cherie Fournier
Educational Board Co-Chair
CEO/Founder
Carly Hoeler
Educational Board Co-Chair
Senior Vice President, Private Real Estate
Josh Hoffman
Educational Board Co-Chair
President, Bluerock Value Exchange; Managing Director, Due Diligence and Marketing
Kathryn Anderson
SVP, Growth & Strategic Partnerships
Mathew Dellorso
Managing Director of Sales
Brian Evans
Founder and Wealth Manager
Geoff Flahardy
President of Strategic Relations
Thayer Gallison
Senior Vice President of Capital Markets, Head of Product Strategy
Brian King
Chief Executive Officer
Bill Leitner
Founder
Alise Lucero
VP, Client Success
Kara Malcom
Director of National Accounts
Brian Rivera
Managing Director
Jeff Rosenthal
President and CEO
Joseph Roth
Principal and Head of Distribution
Seth Stuart
EventIntelligence.AI; Co-Founder, Chief Strategy Officer
