Brandon Beall
Portfolio Manager-Equities at Clearwater Advisors LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Tim Dunn | M | - |
Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | 23 years |
David Robert Boren | M | - |
Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | 23 years |
Rhet Hulbert | M | - |
Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | 21 years |
Richard Lin | M | - |
Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | 10 years |
Dan Bates | M | - |
Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | 6 years |
Steve Gomo Gomo | M | 72 |
Oregon State University
| 13 years |
Michael Kenneth Boren | M | - |
Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | 23 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Burke Alexander Lodge | M | - |
Oregon State University
| 6 years |
Chris Brechbuhler | M | - |
Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | 12 years |
Brian Mills | M | - |
Oregon State University
| 4 years |
Jun-Hyun Park | M | 39 |
Oregon State University
| 4 years |
Lani Nguyen | F | - |
Oregon State University
| 4 years |
Jing Li | F | 36 |
Oregon State University
| 1 years |
Timothy Berry | M | - |
Oregon State University
| 6 years |
Stephanie Grocke | M | - |
Oregon State University
| 5 years |
Jon Moravec | M | - |
Oregon State University
| 4 years |
Xiao Cheng Peng | M | 35 |
Oregon State University
| 1 years |
Thomas Andrew Thiel | M | - |
Oregon State University
| 4 years |
Michael Morelli | M | - |
Oregon State University
| 4 years |
Allen T. Mercer | M | - |
Oregon State University
| 3 years |
Jay Levesque | M | - |
Oregon State University
| 4 years |
Jonathan Truong | M | - |
Oregon State University
| 1 years |
Matthew Derr | M | - |
Oregon State University
| 4 years |
Brooke Pollack | M | - |
Oregon State University
| 2 years |
Cameron Mountain | M | - |
Oregon State University
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 25 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Brandon Beall
- Personal Network