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Dan Bates
Chief Executive Officer at Clearwater Advisors LLC
Profile
Mr. Daniel Bates is a Chief Executive Officer & Managing Partner at Clearwater Advisors LLC.
He is a member of the Board of Directors.
He joined the firm in April 2018.
Mr. Bates spent 11 years working in investment banking with Credit Suisse and Goldman Sachs in London, Dubai, Doha and New York.
Most recently, he oversaw M&A, leveraged finance and capital markets transactions on behalf of financial sponsors, sovereign wealth funds and family offices.
He has a thorough understanding of clients’ financing and investment objectives, and as a resource for industry insights, assists them with strategic asset allocation decision-making.
Mr. Bates received his undergraduate degree from Brigham Young University.
Dan Bates 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. | Chief Executive Officer | 2018-03-31 |
Former positions of Dan Bates
Companies | Position | End |
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Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 2018-03-31 |
Credit Suisse International (Investment Management)
![]() Credit Suisse International (Investment Management) Investment ManagersFinance Credit Suisse International (Investment Management) (CSi-IM) is the investment management division of Credit Suisse International, an investment banking firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Credit Suisse AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. CSi-IM provides corporate and institutional clients with a range of financial solutions. | Corporate Officer/Principal | - |
Training of Dan Bates
Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
Credit Suisse International (Investment Management)
![]() Credit Suisse International (Investment Management) Investment ManagersFinance Credit Suisse International (Investment Management) (CSi-IM) is the investment management division of Credit Suisse International, an investment banking firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Credit Suisse AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. CSi-IM provides corporate and institutional clients with a range of financial solutions. | Finance |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
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