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.

Rachael Neil, CFP®

Rachael Neil, CFP®

Partner and Wealth Manager

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Lesley Murray

Lesley Murray

Chief Operating Officer

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Alicia Sher, CFP®

Alicia Sher, CFP®

Senior Wealth Manager

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Seth Adams, CFP®

Seth Adams, CFP®

Senior Wealth Planner

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James Bonton

James Bonton

Portfolio Manager

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Hector Montero

Hector Montero

Tax Specialist

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Christie Matte

Christie Matte

Operations Associate

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