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

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

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

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

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.

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

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

She started her career at Merrill Lynch, where she worked in their transfer agency and mortgage- and securities-backed lending company. After moving to Georgia, she joined Coca-Cola Enterprises as a Senior Treasury Analyst, working 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 joined Blue Vault in 2016 to support its sales, marketing, account management, and operations and now leads the operational activities.

Sonya.Andrews@BlueVaultPartners.com