Clearwater Advisors, LLC
Description
Address: U.S. Bank Plaza, 101 N Capitol Blvd #1201, Boise, ID 83702 Phone: (208) 433-1222Category: : Place name: Website: : Hours: : : : : Website: http://www.clearwateradvisors.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Clearwater Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Clearwater Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Clearwater Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Clearwater Advisors, LLC Employees
Employee
Years
Job
Industry
Alisha Hill Koontz Alisha Hill Koontz's Clearwater Advisors, LLC Experience May 2011 - August 2012
Job Commercial Real Estate Finance
Industry Financial Services
Experience
A10 Capital July 2013 - Present
A10 Capital February 2013 - July 2013
Clearwater Advisors, LLC May 2011 - August 2012
Wells Fargo, The Private Bank 2002 - 2007
Skills
Investments, Fixed Income, Asset Managment, Financial Analysis, Wealth Management..., Wealth Management, Structured Finance, Commodity, Currency, Marketing, Social Media Marketing, FINRA, Finance, Asset Management, Risk Management, Real Estate, Commercial Real Estate, Commercial Real Estate..., Private Banking, Strategy, Loans, Business Development, Funding
Education
Boise State University
Bachelor of Science (B.S.), Political Science and Communications
A10 Capital July 2013 - Present
A10 Capital February 2013 - July 2013
Clearwater Advisors, LLC May 2011 - August 2012
Wells Fargo, The Private Bank 2002 - 2007
Skills
Investments, Fixed Income, Asset Managment, Financial Analysis, Wealth Management..., Wealth Management, Structured Finance, Commodity, Currency, Marketing, Social Media Marketing, FINRA, Finance, Asset Management, Risk Management, Real Estate, Commercial Real Estate, Commercial Real Estate..., Private Banking, Strategy, Loans, Business Development, Funding
Education
Boise State University
Bachelor of Science (B.S.), Political Science and Communications
Don Streett Don Streett's Clearwater Advisors, LLC Experience October 2014 - Present
Job Associate Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC October 2014 - Present
Clearwater Advisors, LLC April 2011 - October 2014
WTAS November 2009 - May 2011
vSpring Capital June 2009 - August 2009
Citi January 2007 - June 2007
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Asset Management, Excel, Portfolio Management, Business Valuation, PowerPoint, Corporate Finance, Word, Accounting, Fixed Income, Bloomberg Terminal, Asset Managment, Credit Analysis
Education
Brigham Young University 2006 — 2009
BS Business, Finance
Northwest Nazarene University
Northwest Nazarene University
Clearwater Advisors, LLC October 2014 - Present
Clearwater Advisors, LLC April 2011 - October 2014
WTAS November 2009 - May 2011
vSpring Capital June 2009 - August 2009
Citi January 2007 - June 2007
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Asset Management, Excel, Portfolio Management, Business Valuation, PowerPoint, Corporate Finance, Word, Accounting, Fixed Income, Bloomberg Terminal, Asset Managment, Credit Analysis
Education
Brigham Young University 2006 — 2009
BS Business, Finance
Northwest Nazarene University
Northwest Nazarene University
Philip Bartlett Philip Bartlett's Clearwater Advisors, LLC Experience April 2008 - Present
Job Director, Senior Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC April 2008 - Present
State of Alaska, Dept of Revenue June 2002 - March 2008
General Electric Financial Assurance June 2001 - June 2002
Bankgesellschaft Berlin February 1996 - September 1999
American Chamber of Commerce in Czech Republic January 1994 - September 1995
Skills
Fixed Income, Portfolio Management, Investments, Asset Management, Credit, Financial Analysis, Investment Management, Emerging Markets, Asset Allocation, Bloomberg, Financial Modeling, Investment Strategies, Management, Valuation, Corporate Finance, Finance, Sales, Credit Analysis
Education
William E. Simon School of Business 2000 — 2001
Master of Business Administration (M.B.A.), Finance and Corporate Accounting
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.), History and Political Science
University of Bath 1991 — 1992
Study Abroad, EMU Policy
Woodberry Forest School
Clearwater Advisors, LLC April 2008 - Present
State of Alaska, Dept of Revenue June 2002 - March 2008
General Electric Financial Assurance June 2001 - June 2002
Bankgesellschaft Berlin February 1996 - September 1999
American Chamber of Commerce in Czech Republic January 1994 - September 1995
Skills
Fixed Income, Portfolio Management, Investments, Asset Management, Credit, Financial Analysis, Investment Management, Emerging Markets, Asset Allocation, Bloomberg, Financial Modeling, Investment Strategies, Management, Valuation, Corporate Finance, Finance, Sales, Credit Analysis
Education
William E. Simon School of Business 2000 — 2001
Master of Business Administration (M.B.A.), Finance and Corporate Accounting
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.), History and Political Science
University of Bath 1991 — 1992
Study Abroad, EMU Policy
Woodberry Forest School
Joshua Hoisington Joshua Hoisington's Clearwater Advisors, LLC Experience February 2011 - March 2014
Job Financial Consultant | Private Wealth Management
Industry Investment Management
Experience
Idaho Trust Bank March 2014 - Present
Clearwater Advisors, LLC February 2011 - March 2014
Transamerica Life Insurance Company October 2007 - February 2011
North Star Resource Group December 2005 - March 2007
Skills
Investments, Portfolio Management, Asset Allocation, Investment Strategies, Strategic Financial..., Finance, Risk Management, Mutual Funds, Asset Management, Financial Advisory, Insurance, Series 63, Fixed Annuities, Estate Planning, Asset Managment, Equities, Series 7, Financial Risk, Wealth Management, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2005
BBA, Accounting and Finance
Idaho Trust Bank March 2014 - Present
Clearwater Advisors, LLC February 2011 - March 2014
Transamerica Life Insurance Company October 2007 - February 2011
North Star Resource Group December 2005 - March 2007
Skills
Investments, Portfolio Management, Asset Allocation, Investment Strategies, Strategic Financial..., Finance, Risk Management, Mutual Funds, Asset Management, Financial Advisory, Insurance, Series 63, Fixed Annuities, Estate Planning, Asset Managment, Equities, Series 7, Financial Risk, Wealth Management, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2005
BBA, Accounting and Finance
John Spengler John Spengler's Clearwater Advisors, LLC Experience 2011 - 2014
Job Chief Strategy Officer at A10 Capital
Industry Financial Services
Experience
A10 Capital 2014 - Present
Make-A-Wish Foundation of Idaho 2012 - February 2015
Clearwater Advisors, LLC 2011 - 2014
SC Holdings, LLC 2008 - 2011
Morgan Stanley 2000 - 2008
ABN AMRO 1997 - 2000
Skills
Asset Management, Fixed Income, Derivatives, Private Equity, Risk Management, Asset Managment, Mutual Funds, Investment Banking, Financial Markets, Wealth Management, Valuation, Financial Analysis, Portfolio Management, Finance, Securitization, Capital Markets, Equities, Bonds, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Securities, Bloomberg, Credit, Financial Modeling, Hedge Funds, Options, Trading
Education
University of Arizona 1988 — 1992
BA, Economics
A10 Capital 2014 - Present
Make-A-Wish Foundation of Idaho 2012 - February 2015
Clearwater Advisors, LLC 2011 - 2014
SC Holdings, LLC 2008 - 2011
Morgan Stanley 2000 - 2008
ABN AMRO 1997 - 2000
Skills
Asset Management, Fixed Income, Derivatives, Private Equity, Risk Management, Asset Managment, Mutual Funds, Investment Banking, Financial Markets, Wealth Management, Valuation, Financial Analysis, Portfolio Management, Finance, Securitization, Capital Markets, Equities, Bonds, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Securities, Bloomberg, Credit, Financial Modeling, Hedge Funds, Options, Trading
Education
University of Arizona 1988 — 1992
BA, Economics
Rhet Hulbert Rhet Hulbert's Clearwater Advisors, LLC Experience June 2006 - Present
Job Portfolio Manager Clearwater Advisors
Industry Investment Management
Experience
Clearwater Advisors, LLC June 2006 - Present
Team Novo Nordisk November 2011 - Present
Clearwater Analytics January 2003 - June 2006
Ronald McDonald House Charities January 2000 - January 2002
Skills
Investments, Portfolio Management, Asset Management, Trading, Fixed Income, Financial Reporting, Problem Solving, SQL, VBA, Data Analysis, Financial Analysis, Excel, Financial Management, Asset Managment, Equities, Microsoft Excel, Asset Allocation, Management, Analysis, Account Reconciliation, Financial Modeling
Education
Boise State University 1999 — 2002
BBA, Information Systems and Business
Clearwater Advisors, LLC June 2006 - Present
Team Novo Nordisk November 2011 - Present
Clearwater Analytics January 2003 - June 2006
Ronald McDonald House Charities January 2000 - January 2002
Skills
Investments, Portfolio Management, Asset Management, Trading, Fixed Income, Financial Reporting, Problem Solving, SQL, VBA, Data Analysis, Financial Analysis, Excel, Financial Management, Asset Managment, Equities, Microsoft Excel, Asset Allocation, Management, Analysis, Account Reconciliation, Financial Modeling
Education
Boise State University 1999 — 2002
BBA, Information Systems and Business
Sean Tierney Sean Tierney's Clearwater Advisors, LLC Experience September 2015 - Present
Job Vice President International Sales at Clearwater Advisors, LLC
Industry Financial Services
Experience
Clearwater Advisors, LLC September 2015 - Present
HavenBrook Homes July 2013 - April 2015
Sylvan Road Capital, LLC August 2012 - July 2013
Mckinley capital partners November 2011 - April 2012
MF Global August 2011 - November 2011
Morgan Stanley January 2005 - August 2011
Skills
Series 7, Fixed Income, Series 63, Bloomberg, Bonds, Securitization, Loans, Asset Management, Equities, Private Equity, Capital Markets, Portfolio Management, Valuation, Real Estate Transactions
Education
St. Mary's College of California 2001 — 2002
Bachelor's Degree, Business Administration and Management, General
University of San Diego 1997 — 2000
Clearwater Advisors, LLC September 2015 - Present
HavenBrook Homes July 2013 - April 2015
Sylvan Road Capital, LLC August 2012 - July 2013
Mckinley capital partners November 2011 - April 2012
MF Global August 2011 - November 2011
Morgan Stanley January 2005 - August 2011
Skills
Series 7, Fixed Income, Series 63, Bloomberg, Bonds, Securitization, Loans, Asset Management, Equities, Private Equity, Capital Markets, Portfolio Management, Valuation, Real Estate Transactions
Education
St. Mary's College of California 2001 — 2002
Bachelor's Degree, Business Administration and Management, General
University of San Diego 1997 — 2000
Richard Lin Richard Lin's Clearwater Advisors, LLC Experience October 2014 - Present
Job Credit Analyst at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC October 2014 - Present
KPMG US April 2010 - October 2014
David Taussig & Associates, Inc. August 2004 - April 2010
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
Master of Business Administration (MBA), Finance
University of California, Los Angeles 2000 — 2004
B.A., Business Economics, Accounting
Clearwater Advisors, LLC October 2014 - Present
KPMG US April 2010 - October 2014
David Taussig & Associates, Inc. August 2004 - April 2010
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
Master of Business Administration (MBA), Finance
University of California, Los Angeles 2000 — 2004
B.A., Business Economics, Accounting
Tom Kurey's Clearwater Advisors, LLC Experience November 2011 - Present
Job Managing Member; Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Erik Jensen, CFP®'s Clearwater Advisors, LLC Experience April 2010 - January 2011
Job Senior Associate at the CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group January 2011 - Present
Clearwater Advisors, LLC April 2010 - January 2011
Laird Norton Tyee June 2006 - March 2010
Russell Investment Group July 2005 - June 2006
Skills
Portfolio Management, Asset Allocation, Investments, Start-ups, Business Development, Strategic Financial..., Financial Modeling, Asset Management, Equities, Private Equity, Investment Management, Wealth Management, Financial Planning, Investment Strategies, Alternative Investments, Financial Analysis
Education
Pacific Lutheran University 2002 — 2006
Finance, Economics
Timberline
The CAPROCK Group January 2011 - Present
Clearwater Advisors, LLC April 2010 - January 2011
Laird Norton Tyee June 2006 - March 2010
Russell Investment Group July 2005 - June 2006
Skills
Portfolio Management, Asset Allocation, Investments, Start-ups, Business Development, Strategic Financial..., Financial Modeling, Asset Management, Equities, Private Equity, Investment Management, Wealth Management, Financial Planning, Investment Strategies, Alternative Investments, Financial Analysis
Education
Pacific Lutheran University 2002 — 2006
Finance, Economics
Timberline