![Brandon Beall](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 |
|---|---|---|
Clearwater Advisors LLC
 Clearwater Advisors LLC Investment ManagersFinance Clearwater aims to help clients achieve their portfolio objectives while meeting portfolio liquidity requirements. Since each client has unique needs, the firm tailors each strategy to help clients accomplish their individual goals. They construct investment strategies that meet the client’s portfolio risk and return objectives. Clearwater strives to maximize returns through time-tested investment management processes that include constant relative value analysis, careful security selection, and efficient trade execution. The firm uses a top-down, relative value approach focused on identifying market opportunities within sectors, industries, and credits. | Portfolio Manager-Aktien | 01.12.2022 |
Ausbildung von Brandon Beall
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
30
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Oregon State University
 Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater aims to help clients achieve their portfolio objectives while meeting portfolio liquidity requirements. Since each client has unique needs, the firm tailors each strategy to help clients accomplish their individual goals. They construct investment strategies that meet the client’s portfolio risk and return objectives. Clearwater strives to maximize returns through time-tested investment management processes that include constant relative value analysis, careful security selection, and efficient trade execution. The firm uses a top-down, relative value approach focused on identifying market opportunities within sectors, industries, and credits. | Finance |
