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LEADERSHIP TEAM

Leadership

Blue Trust is led by executive and field leaders responsible for firm governance, investment discipline, and client service standards. 

EXECUTIVE LEADERSHIP

Strategic Direction and Firm Governance

Executive leadership directs strategy, fiduciary stewardship, and operational management.

Christopher Carlson

Chief Fiduciary Officer
CFP®
Bio

Russ Crosson

Chief Mission Officer
Bio

Dana Kloes

Head of Human Resources
SPHR
SHRM-SCP
Bio

Brian McClard

Chief Investment Officer
CFA®
Bio
Field LEADERSHIP

Regional & Managing Directors

Field leadership provides regional accountability across offices and advisory teams, supporting national consistency and defined local responsibility.

Regional Directors
Managing Directors

Kerry A. Mallory

National Managing Director, Sr. Partner
CKA®
Atlanta, GA
Bio

Derek V. Irish

West Region Managing Director, Houston Managing Director, Sr. Partner
CFP®
CKA®
CWS®
Houston, TX
Bio

Aaron Klopfenstein

Central Region Managing Director, Sr. Private Wealth Advisor, Sr. Partner
CFP®
Indianapolis, IN
Bio

Beverly A. DeStefano

Managing Director, Sr. Partner
CFP®
CWS®
Phoenix, AZ
Bio

Ryan E. Blackburn

Managing Director, Partner
CFP®
CWS®
Holland, MI
Bio

Gary Bell II

Managing Director, Sr. Partner
CFP®
CKA®
Nashville, TN
Bio
CAREERS

Joining the Firm

Blue Trust seeks professionals committed to fiduciary responsibility, disciplined thinking, and long-term stewardship.

EXPLORE CAREERS
CONNECT

Begin the Conversation

Find an advisor who can help provide greater direction in your financial decisions.

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Ready to start a conversation about your finances? Complete a questionnaire to get started.

Complete Questionnaire

Current Openings

Available roles across regions and disciplines are listed on our careers portal. 

View Current Openings

Future Considerations

If no current role aligns with your background, you may submit your information for future consideration as needs arise.

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CA applicants and employees please review our Notice at Collection for California Applicants and Employees related to the California Consumer Privacy Act.

Blue Trust provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Blue Trust is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to employment@bluetrust.com or call 800-841-0362 and request Human Resources.

CAREERS

Joining the Firm

Blue Trust seeks professionals committed to fiduciary responsibility, disciplined thinking, and long-term stewardship.

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.

**All financials are as of 12/31/25 and subject to change.

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