UNLOCK THE POWER OF THE VAULT

Leadership Team

Mission

Blue Vault provides its subscribers with the factual performance metrics, from beginning to end, needed to make better informed decisions concerning nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings. Knowledge is power, in this case, the power to be completely informed before deciding on which alternative investments to use and the power to protect your practice from misleading sales and marketing tactics. Don’t be partially informed ever again. Utilize our expertise and solid research data services to know the facts. 

"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 21 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

Senior Vice President, 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

Senior 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

Senior Financial Analyst

Mr. Schmidt has over 8 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

Vice President, National Sales

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

Assistant Vice President, Sales

Mrs. McDaniel has over 39 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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Sonya Andrews

Vice President, Operations

Mrs. Andrews has over 17 years of operations experience in the financial services industry.

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 mortgage- and securities-backed lending company. After moving from Florida 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 as Executive Assistant to support its sales, marketing, account management, and operational activities. 

Sonya.Andrews@BlueVaultPartners.com

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Beth Glavosek

Writer

Beth Glavosek has more than 25 years of experience in writing and marketing communications. She has worked with clients in the fields of alternative investments, banking, insurance, and financial planning, with a particular emphasis on making complex financial concepts easier to understand.

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Prior to her collaboration with Blue Vault Partners, Ms. Glavosek was Senior Writer at Wells Real Estate Funds, a sponsor of nontraded REITs, mutual funds, limited partnerships, and other alternative real estate investments. During her seven years with Wells, she wrote investor materials, product kits, advisor articles and sales materials, and annual reports.

Ms. Glavosek began her copywriting career at global branding agency Siegel & Gale, whose “Simple is Smart” approach to communications introduced her to plain language writing. After leaving the agency world, she got her start in financial services working as a Senior Writer at Pacific Life Annuities and Mutual Funds, where she became NASD (now FINRA) Series 6 and 26 licensed.

Ms. Glavosek holds a BA in Journalism from the University of Georgia.

Beth.Glavosek@BlueVaultPartners.com 

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I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.

Gil Armour, CFP SagePoint Financial, Inc. February 3, 2016