Who We Are
J.B. Blue • Founder
J.B. Blue has over 18 years of experience in the asset management industry. He was previously the SVP, Chief Compliance Officer and Director of Operations for 361 Capital. J.B. was responsible for overseeing 361’s operations and compliance department. Prior to joining 361 Capital in 2010, J.B. spent eight years at Janus Capital Group and was an instrumental player in their mutual fund and separate account operations. In 2009, he was named the “Janus Employee of the Year”. J.B. started his career at ALPS.
J.B. earned the Certificate in Investment Performance Measurement (CIPM) and holds a Bachelor of Science degree in Business Administration from the University of Colorado and a Master’s of Business Administration from the University of Denver.
Family time, cycling and skiing are some of J.B.’s favorite past-times. J.B. and his wife are Colorado natives. They live in Denver with their three young kids and two guinea pigs (regrettably).
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Derek Mullins • Founder
Derek Mullins has over 20 years of experience in the asset management industry. Previously, he was the Director of Operations for ArrowMark Partners, a $17 billion diversified asset management firm. Derek also served as the Chief Financial Officer of Meridian Fund, Inc., a 1940 Act registered mutual fund family. Derek was responsible for the management of the financial and tax operations for ArrowMark’s investment products. He had oversight over all of the firm’s service providers, including fund administrators, custodians and prime brokers, transfer agents, legal counsel, independent auditors and tax professionals.
Prior to joining ArrowMark Partners, he served in senior level management positions with Dividend Capital Investments and ALPS Fund Services. Derek graduated from the University of Colorado with both a bachelor’s degree and a master’s degree in Finance. He currently serves on the Board of Concierge Technologies.
Derek is a Colorado native and tries to play golf and tennis with his wife and two daughters as much as possible. They live in Denver with their golden Oxford.
Danielle Money • Director of Compliance
Danielle Money has over 8 years of experience in the fund servicing industry. She was previously a Compliance Manager and Deputy AML Officer at ALPS Fund Services and ALPS Alternative Investment Services. Danielle was responsible for oversight of client and investor due diligence, ongoing monitoring, and KYC procedures as required under US and Cayman Law. She worked closely with proprietary and client funds’ Chief Compliance Officers, legal counsel, and fund administration to ensure adherence to applicable regulations. Danielle acted as primary administrator of the company Code of Ethics as it applied to ALPS Advisors, Inc., ALPS Distributors, Inc., and ALPS Portfolio Solutions Distributor. Prior to joining ALPS Danielle worked for two years at a small consulting firm in Boulder.
Danielle is a Certified Anti-Money Laundering Specialist (CAMS) and holds a Bachelor of Arts degree from the University of Colorado. She is currently working on her Master of Legal Studies from Washington University in St. Louis.
A Colorado Native, Danielle can often be found mountain biking, hiking, and enjoying the outdoors with her husband and dogs.
Bliss M. Bernal • Director of Compliance
Bliss M. Bernal has over 15 years of experience in the asset management industry, 12 of which have been focused on financial compliance. Most recently, she oversaw the daily operations of the compliance program at a $3.7B multi-family office, with several offices nationwide. Previously she was the Chief Compliance Officer of a fund of hedge funds in Manhattan and worked at two other hedge funds in New York City. She started her career at Wellington Management Company in Boston.
Bliss earned her Investment Adviser Certified Compliance Professional®️ certification in 2010, and holds a Bachelor of Arts degree in International Studies with a minor in Japanese from Colby College, with honors.
In her free time Bliss enjoys CrossFit, traveling, and chasing her sons down the ski slopes.
Chris Jones • Director of CFO Services
Chris Jones has over 13 years of experience in the asset management industry. Previously, he was the Vice President of Business Development for SS&C ALPS, the largest global Alternative Investment Fund Administrator, where he was responsible for new business growth. Prior to his work in Business Development he also served as the Vice President of Fund Administration for ALPS Alternative Investment Services where he was responsible for accounting, financial reporting and client relations.
Chris received his B.A. from The University of Colorado Boulder in Economics. He currently serves on the Help For Children Denver Board.
Chris is a native of New Jersey but has spent his adult life in Colorado. Chris enjoys biking, golfing, traveling and spending time with his family. He lives in Denver with his wife Katie and sons Cooper and Miles.
Xavier Chavez • Associate Director of Operations
Xavier Chavez has recently graduated from the University of Colorado Boulder accompanied by a diversified finance background. Most recently, he was an investment banking analyst at Capstone Headwaters in which he was responsible for a multitude of tasks ranging from financial models to marketing materials to working directly on investment banking deals. Prior to his investment banking experience, he was involved in the early U.S. outreach stages of Avoka, an Australian software developer, who was recently acquired by the European software giant Tenemos. There, he was responsible for creating data targeting certain financial establishments as clients and delivering corresponding reports. He began his finance career at MarkWest Energy Partners as a Credit/Risk Management intern reviewing derivative opportunities and making sure affiliated parties didn’t overstep their lines of credit.
Xavier received his B.A. from The University of Colorado Boulder in Finance.
Xavier was born and raised a Colorado native. He enjoys traveling the world, golfing, snowboarding, and going on walks with his Husky.
