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.

Meet Our Team

Jay Bluestine

Jay Bluestine

Founding and Managing Principal

Chief Investment Officer
Andrew J. Ceisler

Andrew J. Ceisler

Principal

Director, Asset Management
Eric Bergerson

Eric Bergerson

Principal

Chief Technology Officer
Leonard Meshberg

Leonard Meshberg

Director, Wealth Management

Laura Flanagan

Laura Flanagan

Chief Compliance Officer

Eric Liberman, CIMA®

Eric Liberman, CIMA®

Director, Client Service

Francesco D’Andrea, AWMA®

Francesco D’Andrea, AWMA®

Director, Financial Planning

David J. Wechsler

David J. Wechsler

Director, Operations & Head of Trading

Andrew Burtnett

Andrew Burtnett

Director, Marketing

Allison Jaffe

Allison Jaffe

Compliance Specialist

Our Commitment to Clients

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.

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Low Investment Expenses

Blue Square Portfolios dynamically invest in stocks and low-cost ETFs in an effort to keep expenses down, so you keep more of the return. 

Better Starts Here.


Please reach out if you have any questions or would like to learn more about what we do.

Better starts here.