Meet the Team Learn about the Clearwater Advisors staff The Experts See the people that help you AllChief Compliance OfficerChief Executive OfficerChief Technology OfficerHead of ResearchPortfolio ManagerSenior Portfolio ManagerSenior Vice President of Institutional SalesTrade Operations Manager Dan BatesChief Executive Officer Rhet HulbertSenior Portfolio Manager Dave DunnChief Technology Officer Dennis KlimesSenior Vice President of Institutional Sales Richard Lin, CFAHead of Research Michelle Martin, CIPMTrade Operations Manager Brandon Beall, CFAPortfolio Manager Garrett CudaheySenior Portfolio Manager Hayley NelsonChief Compliance Officer
