Blue Granite Capital, LLC

John Shubert is a financial advisor at Blue Granite Capital, LLC with 44 years of industry experience. He has worked at Blue Granite Capital since 2018 and previously held roles at CBIZ Financial Solutions, Inc. and CBIZ Institutional Benefit Services, Inc. Outside of his advisory work, John is a 50% shareholder in Grass Roots Aviators, LLC, a private recreational aviation venture for personal use. Blue Granite Capital advises individuals, pension and profit-sharing plans, and corporations, offering discretionary portfolio management and sub-advisory services. The firm manages approximately $109 million in client assets and serves as an investment manager to collective investment trusts, including acting as a Section 3(38) ERISA fiduciary and providing back-office support to other advisory firms.

Scott Shubert is a financial advisor with Blue Granite Capital, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Blue Granite Capital since 2003 and was previously with Performa Limited (US) LLC from 2014 to 2017. Blue Granite Capital serves individuals, pension and profit-sharing plans, and corporations by providing discretionary portfolio management, retirement plan investment management, and sub-advisory services. The firm manages approximately $109 million in client assets and is notable for its role as investment manager to collective investment trusts for tax-qualified retirement plans and its capacity as a Section 3(38) ERISA fiduciary.

David Scates is a financial advisor with Blue Granite Capital, LLC in Denver, Colorado, holding a Series 65 credential and seven years of industry experience. He has been with Blue Granite Capital since 2018 and was self-employed from 2015 to 2018. Blue Granite Capital advises individuals, pension and profit-sharing plans, and corporations with discretionary portfolio management, retirement plan investment management, and sub-advisory services. The firm manages approximately $109 million in client assets and is notable for managing collective investment trusts for tax-qualified retirement plans and serving as a Section 3(38) ERISA fiduciary.