Brandon Beall

Portfolio Manager-Equities at

Clearwater Advisors LLC

Consumer Services

Finance

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 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-Equities	2022-11-30

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Linked companies

Private companies	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

Private companies