Profile
Philip James Bartlett worked as a Director & Senior Portfolio Manager at Clearwater Advisors LLC from 2016 to 2017.
Prior to that, he worked as a Credit Analyst at GE Asset Management, Inc. He also worked as a Principal at State of Alaska from 2002 to 2007, and as a Principal at Bankgesellschaft Berlin AG (Berlin Branch).
Additionally, he worked as a Principal at ODDO BHF AG (Broker) in 1999.
Bartlett holds an MBA from the University of Rochester, which he received in 2001, and an undergraduate degree from the University of Richmond, which he received in 1993.
Former positions of Phil Bartlett
| Companies | Position | End |
|---|---|---|
| State of Alaska | Corporate Officer/Principal | - |
ODDO BHF AG (Broker)
 ODDO BHF AG (Broker) Investment Banks/BrokersFinance ODDO BHF AG (Broker) (ODDO BHF-Broker) is the broker/dealer division of ODDO BHF AG, which is owned by Oddo BHF SCA in German. The firm was founded in 1854 and is headquartered in Frankfurt. ODDO BHF-Broker offers a wide range of high value-added broking services for issuers, holding companies and/or family offices. | Corporate Officer/Principal | 1999-12-30 |
| Bankgesellschaft Berlin AG (Berlin Branch) | Corporate Officer/Principal | - |
GE Asset Management, Inc. (Private Equity)
 GE Asset Management, Inc. (Private Equity) Investment ManagersFinance GE Asset Management Inc. (Private Equity) is a private equity subsidiary of GE Asset Management Inc. The firm is founded in 1988 and located in Connecticut, New York. | Corporate Officer/Principal | - |
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-Fixed Income | - |
Training of Phil Bartlett
| Rochester Christian University | Masters Business Admin |
| University of Richmond | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
GE Asset Management, Inc. (Private Equity)
GE Asset Management, Inc. (Private Equity) Investment ManagersFinance GE Asset Management Inc. (Private Equity) is a private equity subsidiary of GE Asset Management Inc. The firm is founded in 1988 and located in Connecticut, New York. | Finance |
| State of Alaska | Government |
ODDO BHF AG (Broker)
ODDO BHF AG (Broker) Investment Banks/BrokersFinance ODDO BHF AG (Broker) (ODDO BHF-Broker) is the broker/dealer division of ODDO BHF AG, which is owned by Oddo BHF SCA in German. The firm was founded in 1854 and is headquartered in Frankfurt. ODDO BHF-Broker offers a wide range of high value-added broking services for issuers, holding companies and/or family offices. | Finance |
| Bankgesellschaft Berlin AG (Berlin Branch) | Finance |
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 |
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