With 16 years of experience on the marketing and sales side of the fixed income and derivatives industry, Doug Bates served as CFO for Clearwater Analytics for 17 years and currently sits on the Clearwater Analytics Board of Directors.

Prior to co-founding Clearwater Analytics in 2004, Doug co-founded Clearwater Advisors, an institutional fixed income investment advisor, in 2001 and was a partner at Sawtooth Investment Management starting in 1998. Prior to Sawtooth, Doug had a 16-year career with Goldman Sachs in institutional fixed income and derivative sales management. After five years at Goldman Sachs in New York, Doug was asked to establish the Goldman Sachs fixed income and derivatives sales operation on the west coast. The team was assembled to specialize in marketing derivative strategies to large institutional clients. Doug worked with Goldman’s largest west coast clients to develop strategies for managing their global currency and interest rate exposures.

Doug holds an MBA and a bachelor’s in accounting from Brigham Young University.

Brooke received a Bachelor of Science from BYU. She a former teacher who now enjoys her 3 wonderful adult children and spouses, 9 fantastic grandchildren, Community Service, Church service, Yard/gardening, biking, hiking, sewing, and traveling. Life is Great!

Mike Lindstrom has worked as a Certified Public Accountant for over 40 years. Mike recently retired as a Partner with Eide Bailly LLP. Mike continues to work as a Consultant with a focus on estate and succession planning. Mike was a co-founder of Balukoff, Lindstrom & Co, and was the President of Balukoff, Lindstrom when it merged with Eide Bailly in 2005.

Mike has extensive tax, investment and accounting experience. He serves on the Board of Directors of several private foundations and has been an officer of multiple nonprofit organizations.

Mike is a graduate of Brigham Young University and holds a Bachelor of Science degree in Accounting.

Dan is currently the Chief Executive Officer of Clearwater Advisors, an institutional fixed income asset manager established in 2001 and based in Boise. He is also a member of the Clearwater Advisor’s Board of Directors. Prior to joining Clearwater Advisors in 2018, Dan spent 11 years working in investment banking with Credit Suisse and Goldman Sachs in London, Dubai, Doha and New York. He advised a wide range of clients including corporations, financial sponsors, sovereign wealth funds and family offices on M&A, equity / debt capital markets, leveraged finance, and financial strategy. He enjoys spending time with his wife (Tiffani) and kids (2 boys and 2 girls) coaching sports, crashing on mountain bikes, baking, catching Pokémon, reading epic fantasy series and a host of other activities.

Brynne graduated magna cum laude from Brigham Young University in 2007 with a Bachelor’s of Science in Nursing. Just shortly after getting married she began working in the Intermediate Care Unit (step-down ICU) at Utah Valley Regional Medical Center. After her husband, Jared, graduated in Finance from BYU they moved back to Boise with their daughter.

She then began working in the ICU at St Luke’s for the next couple years. After having their second child she took a year off of nursing. When she returned she decided to switch things up and worked on the postpartum mother-baby unit for the next number of years. During this time she had 3 more children. After working for 10 years as a nurse she decided to (temporarily) hang up her stethoscope and focus her time and energy on being a full time mom to her 5 children. She says it’s the best decision she ever made. As much as she loved working as a nurse, and caring for her patients, nothing has brought her greater joy than being a mother to her children. She looks forward to the time when her children are grown, though, and she can return to nursing.

When she’s not busy caring for her family you might find her spinning, lifting weights, gardening, baking/cooking, or working on DIY home projects. She is passionate about health and fitness, and has also developed a love for plant-based nutrition and cooking in the last few years.

Katie graduated from BYU as a registered nurse in 2010 and has spent most those years as a pediatric and labor and delivery nurse. She has enjoyed the many opportunities nursing offers from traveling nursing around the US to international humanitarian nursing in Africa. She loves learning about other cultures, meeting new people, and getting a taste for new foods. Katie is currently working as a Family Nurse Practitioner. She is grateful for a job where she gets to help people feel better every day. When she’s not working she is an avid traveler, enthusiastic story teller, and poor sleeper due to the draw of many a great book.