Advisory Boards

ALTS SUMMIT 2025 TASK FORCE

Blue Vault Alts Summit 2025 is being designed for wealth advisors with input from our wealth advisor-led Task Force.

Larry Barocas

Senior Partner, Managing Director

Erin Botsford

Founder & CEO

Tom Coakley

Sponsorships

Brian Evans, CPA

Founder and Wealth Manager

Blake Hammerton

Executive Director

Fred Hubler

CEO & Chief Wealth Strategist

Keri Pugh

Founder and Financial Advisor

WEALTH ADVISOR BOARD

The Blue Vault Alts Summit is also designed in collaboration with our 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

Principal, Senior Client Advisor

Scott Pilchard

Founder, Financial Advisor

Keri Pugh

Founder and Financial Advisor

EDUCATIONAL BOARD

The Blue Vault Educational Board also contributes to the development of the Alts Summit content.

Randy Anderson, Ph.D., CRE

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

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)