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Meet the Team

Learn about the Clearwater Advisors staff

The Experts

See the people that help you

  • All
  • Chief Compliance Officer
  • Chief Executive Officer
  • Chief Technology Officer
  • Head of Research
  • Managing Partner
  • Partner
  • Portfolio Manager
  • Senior Portfolio Manager
  • Senior Vice President of Institutional Sales
  • Software Developer
  • Trade Operations Manager
Dan Bates

Dan Bates

Chief Executive Officer, Managing Partner

Chris Brechbuhler, CFA, CAIA

Chris Brechbuhler, CFA, CAIA

Partner, Senior Portfolio Manager

Rhet Hulbert

Rhet Hulbert

Partner, Senior Portfolio Manager

Dave Dunn

Dave Dunn

Chief Technology Officer, Partner

Dennis Klimes

Dennis Klimes

Senior Vice President of Institutional Sales

Richard Lin, CFA

Richard Lin, CFA

Head of Research

Michelle Martin, CIPM

Michelle Martin, CIPM

Trade Operations Manager

Victor Do

Victor Do

Software Developer

Hayley Nelson

Hayley Nelson

Chief Compliance Officer

Brandon Beall, CFA

Brandon Beall, CFA

Portfolio Manager

Clearwater Advisors Logo Investment Management in Boise Idaho

Contact Information

(208) 433-1222                   [email protected]
101 S. Capitol Blvd. Suite 1201
Boise, ID 83702

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