Erik T. Kelly
Erik Kelly serves as President of Blue Rose, providing leadership, coordination, and oversight of the firm’s advisory services since 2011. He also serves as the lead advisor to many of the firm’s clients, including advising higher education entities on the planning for and execution of all types of debt and debt-related derivative transactions. In managing the firm’s various advisory service areas, Mr. Kelly oversees both compliance with the changing regulatory environment and the delivery of professional advice to the firm’s clients.
In his work for clients, Mr. Kelly provides expertise in the creation of a long-term strategic capital plan that is supported by risk assessment and market opportunities. In connection with each financing transaction, Mr. Kelly provides quantitative and strategic thought leadership supported by detailed analytics, working to educate clients regarding the risks and opportunities of various debt and derivative structures. Prior to joining Blue Rose, Mr. Kelly worked for two nationally recognized financial advisory firms.
Mr. Kelly holds a bachelor’s degree in economics from Amherst College and a master’s degree in theological studies from Bethel University. Mr. Kelly is a Series 50 qualified municipal advisor representative and Series 54 qualified municipal advisor principal.