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 billion dollar 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

SENIOR ADVISOR

Bruce is active in helping set the overall investment strategy for BlueLine. He also advises the firm on its corporate and strategic direction. Bruce was previously the Chief Investment Officer for both the endowments of Dartmouth College and Columbia University, and has held senior investment positions at BlackRock and Quellos Group. He serves as an active Board Member and Trustee of a number of corporations and non-profits, and currently Chairs the Investment Committee of Western Connecticut Health Network, a group of three hospitals with over $1 billion in investable assets.

MBA Dartmouth Tuck School of Business
BA University of Miami

ADVISOR

Matt helps set overall investment strategy for BlueLine. 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 started his career with Solomon Brothers in their mortgaged backed securities group.

MBA Duke University Fuqua School of Business
BA Duke University

CLIENT RELATIONS

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

ASSOCIATE PARAPLANNER

Lauren assists with financial planning as well as supporting BlueLine operational duties.  She has professional history ranging from an Accounting Specialist at Seacoast Solutions for Business to working within the Finance Department at BayCoast Bank. She recently completed her MBA at the University of Massachusetts Dartmouth and is very excited about embarking on her financial planning career.

MBA University of Massachusetts Dartmouth
BS University of Massachusetts Dartmouth