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 ResearchManaging PartnerPartnerPortfolio ManagerSenior Portfolio ManagerSenior Vice President of Institutional SalesSoftware DeveloperTrade Operations Manager Dan BatesChief Executive Officer, Managing Partner Chris Brechbuhler, CFA, CAIAPartner, Senior Portfolio Manager Rhet HulbertPartner, Senior Portfolio Manager Dave DunnChief Technology Officer, Partner Dennis KlimesSenior Vice President of Institutional Sales Richard Lin, CFAHead of Research Michelle Martin, CIPMTrade Operations Manager Victor DoSoftware Developer Hayley NelsonChief Compliance Officer Brandon Beall, CFAPortfolio Manager
