Brandon Beall

Portfolio Manager-Equities at Clearwater Advisors LLC

Finance

Consumer Services

Profile

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.

Brandon Beall active positions

Companies	Position	Start
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-Equities	2022-11-30

All active positions of Brandon Beall

Training of Brandon Beall

Oregon State University

Undergraduate Degree

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Linked companies

Private companies	1
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