Investment advice is abundant but rarely differentiated.
The lack of individual thinking and advice has caused investors to gravitate to the same strategies and managers. The result is crowded trades, strategy over-capitalization and uniformity in performance. You need an advisor willing to source unique investment ideas.
Each Blueprint professional has devoted decades of their professional experience to alternative investing and together our team is united by a single common denominator—doing the best we can do for each investor.
Jacob Walthour, Jr.
Jacob has over 25 years of experience in capital markets, traditional and alternative asset management. Prior to founding Blueprint, he served as Vice Chairman of Product and Business Development at the investment management division of Cowen & Company. He was responsible for developing the firm’s seeding and acceleration effort for emerging alternative investment organizations. He served on the firm’s Management Committee. Previously, he served as Managing Director of Cliffwater LLC, a leading provider of alternatives consulting. He served on the firm’s Investment Committee and was responsible for client consulting. Prior to joining Cliffwater, Jacob was a Partner and Managing Director at Citadel Investment Group where he managed the firm’s North American distribution effort. Before Citadel, he was Head of Advisory Services at Aksia LLC, where he oversaw business development, client consulting and portfolio management for the firm’s discretionary accounts.
In addition, Jacob has held senior roles at Morgan Stanley Asset Management, Quellos Group (subsumed by BlackRock Alternatives Management) and Moore Capital Management. Jacob started his career in 1990 at Lehman Brothers as an analyst in the investment banking division. Jacob received his BA cum laude from the Nelson Rockefeller School at the State University of New York at Albany. He has served as Trustee for the New York Foundation for the Arts and as a Director of New York Cares. He also served on the Investment Subcommittee of the Girl Scouts of the United States of America for six years and the Investment Committee of the University of Albany Alumni Foundation. He served as a Trustee of the ECLC School for children and adults with learning disabilities. Black Enterprise Magazine recognized him as one of the Most Influential Blacks on Wall Street. He has been a frequent speaker at pension and alternative investment conferences including events sponsored by SALT, Institutional Investor, Global ARC and Pensions and Investments. Jacob has been featured on CNBC and has contributed to a variety of articles in Vanity Fair, The Wall Street Journal, Institutional Investor Alpha and Bloomberg.
Carrie Pickett, CAIA
Carrie has over 20 years of experience in family office asset management, private equity, and hedge funds focused on business operations and business development. Prior to founding Blueprint, she served as a Managing Director at Ramius LLC, the investment management division of Cowen & Company. She helped establish the firms emerging manager seeding and acceleration effort in 2014 and focused on manager sourcing across the liquid and private alternatives and negotiating and structuring revenue share transactions. Carrie joined Ramius from RiverRock Group an investment management organization in Houston, Texas where she served as Director of Investor Relations and Marketing.
Prior to joining RiverRock, Carrie was Director of Marketing and Investor Relations at Restoration Capital, a distressed debt hedge fund seeded by the Bass family. She managed the firm’s client relationships and coordinated all aspects of due diligence meetings and external reporting. Prior to Restoration, she was the Controller at JME Opportunity Partners, a distressed corporate credit hedge and held responsibility for all non-investment related activities at the firm.
Carrie received her BA from Stanford University in Economics with a minor in Industrial Engineering. She is a member of 100 Women in Hedge Funds and has served on the Event Committee. Previously, she served on High Water Women’s Finance Committee. Carrie is a holder of a Chartered Alternative Investment Analyst (CAIA) designation.
Egidio (Ed) Robertiello, CFA
Ed has over 30 years of experience in traditional and alternative strategies covering portfolio management, asset allocation, manager research and selection, funds due diligence and operations. Previously, Ed was Senior Portfolio Manager at CalPERS responsible for Absolute Return Strategies and Multi Asset Class Strategies. Ed was responsible for implementation and management of investment strategy and policy for the pension fund’s approximately $6.0 billion portfolio in hedge fund investments. Ed was a member of CalPERS Investment Strategy Group (the internal Investment Committee that oversees $300 billion of assets across all asset classes), Operating Committee and Derivatives Committee. Prior to CalPERS, Ed was a Managing Director of Absolute Return Strategies in the asset management group at Russell Investments. Prior to joining Russell, Ed was a Managing Director of Credit Suisse’s Asset Management business. He headed institutional hedge fund mandates globally.
Previous to Credit Suisse, Ed held the position of Senior Managing Director of Investments and Research at Asset Alliance Corporation, leading hedge fund seeding opportunities, launching hedge fund products and overseeing multi-manager funds of hedge funds. Previously, as a Managing Director in the Blackstone Group’s fund of hedge fund affiliate Blackstone Alternative Asset Management, he created and led the Manager Identification and Selection team. Ed began his investment career at RJR Nabisco, serving as Vice President Pension and Benefit Investments, where he created an allocation to hedge funds in 1994.
Ed received his BA in Accounting from Montclair State University and his MBA in Finance from Fairleigh Dickinson University. He is a holder of a Chartered Financial Analyst (CFA) designation.