Bluerock adds three SVPs to expand advisor coverage

Bluerock adds three SVPs to expand advisor coverage
Bluerock Capital Markets hires three senior regional vice presidents to deepen alternative investment distribution across key US advisor markets.
AUG 04, 2026

Bluerock Capital Markets has hired three senior regional vice presidents to expand its nationwide distribution reach, bringing combined decades of alternative investment experience to independent broker-dealers, wirehouses, and registered investment advisors across the country.

The firm, the distribution arm of Bluerock — an alternative asset manager with more than $20 billion in acquired and managed assets — named Mick McClendon, Jeff Spah, and Jeff Waszak to the new roles as it looks to deepen relationships with financial advisors at a time when advisor appetite for alternative investments is surging despite lingering liquidity concerns.

McClendon, based in Tampa, Florida, will cover the Southeast and Atlantic West regions. He brings more than 25 years of capital markets experience, having previously held roles at Capital Square, CIM Group, Inland Securities, and Wells Real Estate Funds.

Spah, based in Arizona, takes responsibility for the Mountain Desert region and will also serve as head of internal sales. His background spans more than 25 years in financial services, with 19 of those focused specifically on private markets and tax-advantaged strategies at firms including Inland Securities, ICON Investments, and Cole Real Estate Investments. Waszak, based in Illinois, will oversee the Midwest. He has 12 years in financial services with a concentrated focus on alternative investments, including prior stints at CIM Group and Inland Securities.

Expanding the advisor coverage map

The three appointments reflect growing demand for firms with dedicated regional distribution infrastructure as financial advisors push more client assets into private markets.

Bluerock's product lineup spans 1031 exchanges, 721 exchanges, public and private real estate, alternative credit, and qualified opportunity zones — structures that have become increasingly relevant as advisors prioritize customization and alternatives to reshape 2026 investment strategies.

Ramin Kamfar, founder and CEO of Bluerock, pointed to the depth of advisor relationships each hire brings as central to the rationale. "Mick, Jeff, and Jeff each bring deep, established relationships with financial advisors and a proven track record of raising capital in their markets," Kamfar said.

The move comes as alternative asset managers are increasingly investing in regional sales infrastructure to close the gap between product availability and advisor adoption. Advisors are pushing alternatives into the investing mainstream as client demand broadens, and firms like Bluerock are responding by ensuring they have experienced specialists on the ground in key markets rather than relying on centralized distribution.

With the three hires, Bluerock Capital Markets strengthens its footprint across the Southeast, Midwest, and Mountain Desert regions, covering a significant portion of the independent advisor marketplace.

Latest News

Archive Intel, Zocks pair up to tackle AI notetaker compliance gap
Archive Intel, Zocks pair up to tackle AI notetaker compliance gap

New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.

SEC alleges California fund managers ran $80 million 'Ponzi-like' scheme
SEC alleges California fund managers ran $80 million 'Ponzi-like' scheme

They settled the same day the SEC sued - but the penalty is still unset.

Savant Wealth Management expands in New York with Socha acquisition
Savant Wealth Management expands in New York with Socha acquisition

The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.

Cowboys hall of famer Smith accused of cheating Native American investor in solar deal: reports
Cowboys hall of famer Smith accused of cheating Native American investor in solar deal: reports

The tribally owned investment arm of the Eastern Band of Cherokee Indians clams it has not recovered any money from a $2.5 million loan to Smith's real estate firm.

F.L.Putnam adds $1 billion Wisconsin team in record 12th deal
F.L.Putnam adds $1 billion Wisconsin team in record 12th deal

The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income