The Bluerock Team

United by a common vision, Bluerock was established to offer analytical, in-depth, customized wealth management services to benefit our clients. Bluerock has assembled a team of highly qualified and credentialed professionals each tasked with one overarching goal, to provide the quality service to you, our client.

Raj Chokshi, CPA, MBA, CFP<sup>®</sup>

Raj Chokshi, CPA, MBA, CFP®

CEO and Wealth Manager

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Alicia Sher, CFP<sup>®</sup>

Alicia Sher, CFP®

Partner and Wealth Manager

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Lesley Murray

Lesley Murray

Chief Operating Officer

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Justin Gillette, CFP<sup>®</sup>, CPA

Justin Gillette, CFP®, CPA

Partner and Wealth Manager

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Anthony D. Criscuolo, CFP<sup>®</sup>

Anthony D. Criscuolo, CFP®

Senior Wealth Manager

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Robinson Mertilus, CFP<sup>®</sup>

Robinson Mertilus, CFP®

Senior Wealth Manager

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James Bonton

James Bonton

Portfolio Manager

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Annish Nathu

Annish Nathu

Wealth Planner

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Morgan Giddens

Morgan Giddens

Wealth Planner

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Katie Upchurch

Katie Upchurch

Client Service Associate

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