Advisory Boards

EDUCATION BOARD

The Blue Vault Bowman Summit has also been designed with input from our education board.  

Raleigh Peters

Senior Advisor

Mathew Dellorso

Managing Director of Sales

Thayer Gallison

Senior Vice President of Capital Markets, Head of Product Strategy

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)

Sara Murphy

Head of Platform Solutions

Randy Anderson, Ph.D., CRE

Partner, Real Assets

Justin Fay

Director, Global Strategy and Product Management

Josh Hoffman

President, Bluerock Value Exchange Managing Director, Due Diligence and Marketing

John O’Connell

Founder and Chief Executive Officer

Jeff Rosenthal

President and CEO

Geoff Flahardy

President of Strategic Relations

Carly Hoeler

Senior Vice President, Head of Business Development

Brian Rivera

Executive Vice President of Business Development

Brian King

CEO

Alise Lucero

VP, Client Success

WEALTH ADVISOR BOARD

The Blue Vault Bowman Summit has been designed for wealth advisors with input from 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

Keri Pugh

Founder and Financial Advisor

INDUSTRY ADVISORY BOARD

The Blue Vault Bowman Summit has also been designed with input from our industry advisory board.  

Kimberly Flynn

Managing Director

Cherie Fournier

CEO and Founder

Richard Hillson

Founder

John Norris

Director, Private Wealth

Daniil Shapiro

Director, Product Development