Blue Square is a community of passionate investment professionals who are driven by the belief that your portfolio does not have to be exposed to the full brunt of large market corrections.
Jay Bluestine
Founding and Managing Principal
Chief Investment Officer
Andrew J. Ceisler
Principal
Director, Asset Management
Leonard Meshberg
Director, Wealth Management
Allison Jaffe
Chief Compliance Officer
Francesco D’Andrea, AWMA®
Director, Financial Planning
Randy Osorio
Head of Technology
Laura Flanagan
Compliance Counsel
Herman Brodie
Advisor - Behavioral Finance
Samson Mow
Advisor - Bitcoin
Fiduciary
We hold ourselves to the highest standards always seeking our clients’ best interest.
Team Approach
Blue Square is comprised of tenured and accomplished financial professionals. We believe our clients are best served through collaboration.
Custom Solutions
We can work with you to understand your needs and create a customized solution that helps you reach your objectives.
Risk Less. Accomplish More.
Please reach out if you have any questions or would like to learn more about what we do.