BLUE SQUARE WEALTH - Key Persons

Allison Jaffe - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

Andrew J. Ceisler

Job Titles:
  • Principal / Director, Asset Management

Francesco D'Andrea

Job Titles:
  • Staff Member

Herman Brodie

Job Titles:
  • Member of the Advisory Board
  • Advisor - Behavioral Finance

Jay Bluestine

Job Titles:
  • Founding and Managing Principal / Chief Investment Officer

Laura Flanagan

Job Titles:
  • Compliance Counsel

Leonard Meshberg

Job Titles:
  • Director, Wealth Management

Randy Osorio

Job Titles:
  • Head of Technology

Samson Mow

Job Titles:
  • Member of the Advisory Board
  • Advisor - Bitcoin