WE HAVE AN EXPERIENCED TEAM WHICH HAS WORKED TOGETHER FOR YEARS

CHIEF INVESTMENT OFFICER

Frank directs overall investment management for BlueLine. He was previously Partner and Portfolio Manager of Weyland Capital Management, responsible for the research, implementation and management of the firm’s portfolios. Prior to Weyland, he was the Investment Officer for Southern Methodist University’s college endowment. Frank began his career at Russell Investments as a Research Analyst on the firm’s well regarded strategy research team.

MBA University of Chicago
BBA University of Washington

OPERATIONS MANAGER

Jenn helps manage overall operations for BlueLine. Prior to joining the firm, she was an Analyst at Tudor Investments covering industrials and chemical companies. Previously, Jenn was the operations manager of a family business, and began her career as an environmental engineer at EarthTech Consulting specializing in environmental remediation. Jenn is active in the community and volunteers as Treasurer of the Exeter Youth Soccer Association.

MBA Babson College
BS University of Virginia

SPECIAL ADVISOR TO THE FIRM

Bruce advises BlueLine Advisors on market strategy, corporate development, and strategic direction. He previously served as Chief Investment Officer for the endowments of Dartmouth College and Columbia University and has held senior investment roles at BlackRock and the Quellos Group. Bruce currently serves on the boards of several corporations and nonprofit organizations. He is not an employee or supervised person of the firm.

MBA Dartmouth Tuck School of Business
BA University of Miami

STRATEGY INSIGHTS CONTRIBUTOR

Matt advises BlueLine Advisors on market strategy, corporate development, and strategic direction. With a corporate career spanning over 25 years in capital markets, Matt has a wealth of experience creating financial and risk management solutions for companies of all sizes, across a variety of industries in the U.S. and overseas. Matt has held a number of senior positions with major financial institutions, including Executive Co-Head of Global Markets for Bank of Ireland, Head of Global Markets at American Express Bank. He is not an employee or supervised person of the firm.

MBA Duke University Fuqua School of Business
BA Duke University

FINANCIAL ADVISOR

Eric directs client relations, marketing, and sales for BlueLine. He was previously a Partner of GIA Investment Advisors, where he was responsible for the management of the firm’s clients and overall marketing efforts.  With over 20 years of experience in the financial services industry, he is able to provide clients and prospects with comprehensive solutions.

BS Bentley University

ADMINISTRATIVE COORDINATOR

Stacey supports BlueLine's client services, database management, onboarding, and marketing. She previously worked at M/A Com Adams Russell providing technical support for international military cable and antenna sales. She also brings 17 years of special education experience at East Kingston Elementary and Barnard School, creating alternative learning plans for students with learning disabilities.