Bluerock Strengthens Wealth Distribution Team with Key Leadership Appointments

Bluerock Expands Wealth Distribution Team

Bluerock, a prominent player in alternative asset management with over $20 billion in assets, is making ambitious strides to enhance its wealth distribution capabilities. On August 3, 2026, the company formally introduced the appointments of three new Senior Regional Vice Presidents at Bluerock Capital Markets, LLC (BCM). This strategic expansion aims to strengthen coverage for financial advisors across the nation and underscores Bluerock's commitment to support its partners in navigating alternative investment opportunities.

New Leadership Team

The trio of new leaders represents a blend of seasoned industry professionals, each poised to bolster the company’s outreach and service. Mick McClendon will oversee the Southeast and Atlantic West regions. With more than 25 years in capital markets, McClendon brings a wealth of experience in capital raising and sales management. Previously associated with Capital Square, and holding senior roles at CIM Group, he possesses an extensive network of relationships with financial advisors that will undoubtedly enhance BCM's service capabilities.

Jeff Spah is appointed as Senior Regional Vice President for the Mountain Desert region, serving additionally as the Head of Internal Sales. Based in Arizona, Spah boasts over 25 years of experience in financial services with a focus on private markets and tax-advantaged strategies. His previous role as Senior Vice President at International Trade Investments has equipped him with valuable insights that will contribute to elevating client services and business development at Bluerock.

Jeff Waszak will lead the Midwest operations as Senior Regional Vice President. With 12 years of experience specializing in alternative investments, Waszak comes from CIM Group, where he excelled as a Vice President, External Wholesaler. His background and knowledge of the market will be instrumental in elevating Bluerock’s presence in this vital region.

Commitment to Financial Advisors

The strategic hiring of McClendon, Spah, and Waszak reflects Bluerock’s ongoing commitment to expanding its wealth distribution team as a way to nurture the relationships with financial advisors. Ramin Kamfar, Bluerock’s Founder and CEO, emphasized the importance of these appointments. He stated, "Each of them brings established relationships with advisors and a consultative approach to client relationship management, complementing their ability to access our diverse suite of alternative investment solutions."

This new leadership will enhance BCM’s ability to engage with independent broker-dealers, wirehouses, and registered investment advisors, enabling financial professionals to better serve their clients in an increasingly complex investment landscape.

The Bluerock Advantage

Bluerock is recognized for providing a wide range of investment programs designed to cater to diverse client needs. With both public and private options targeting predictable income streams, capital growth, and various tax benefits, it positions itself as a trusted partner for financial advisors. The company continues to manage a robust portfolio of assets in real estate and capital markets, gaining notable respect and reputation in the investment community.

From 1031 exchanges to public and private real estate opportunities, Bluerock offers highly regarded solutions that not only enhance portfolio performances but also empower advisors with the necessary resources and tools for informed decision-making. As they welcome these industry veterans, Bluerock is setting a clear trajectory for growth and influence in the financial advisory space.

In conclusion, Bluerock's latest appointments are not merely an expansion of its team; they signal a transformative period in which the company seeks to actively bolster its advisory relationships and reshape how alternatives are presented and discussed in the marketplace. As they continue to innovate within the wealth channel, the combination of experience, strategic vision, and client-focused service may position Bluerock as a leader in alternative investments for years to come.