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 ResearchInvestment AnalystManaging PartnerPartnerSenior Portfolio ManagerSoftware DeveloperTrade Operations ManagerVice President of Institutional Sales Dan BatesChief Executive Officer, Managing Partner Chris Brechbuhler, CFA, CAIAPartner, Senior Portfolio Manager Travis ClemonsInvestment Analyst Victor DoSoftware Developer Dave DunnChief Technology Officer, Partner Rhet HulbertPartner, Senior Portfolio Manager Richard Lin, CFAHead of Research Michelle MartinTrade Operations Manager Hayley NelsonChief Compliance Officer Matt PetersonVice President of Institutional Sales