Brandon Beall
Portfolio Manager-Aktien bei Clearwater Advisors LLC
Profil
Mr. Brandon Beall, CFA, is a Portfolio Manager at Clearwater Advisors LLC.
Prior to Clearwater Advisors, Mr. Brandon served in the U.S.
Senate focusing on economic and financial services public policy.
He was most recently a Senior Policy Advisor to the U.S.
Senate Committee on Finance covering the U.S.
Treasury Department, financial products, and retirement savings tax policy.
Mr. Brandon was also previously a Policy Advisor to the U.S.
Senate Committee on Banking, Housing, and Urban Affairs covering banking, insurance, financial stability, economic stabilization, and monetary policy.
Brandon started his career on PIMCO’s institutional account management team servicing financial institutions.
He graduated summa cum laude from Oregon State University in 2012 with bachelor’s degrees in Finance and Accounting and is a CFA Charterholder.
Aktive Positionen von Brandon Beall
Unternehmen | Position | Beginn |
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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. | Portfolio Manager-Aktien | 01.12.2022 |
Ausbildung von Brandon Beall
Oregon State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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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. | Finance |