Brad
Dobson, CFA
ROLE
Managing Partner | Chief Investment Officer
BIO
Brad Dobson is Managing Partner and the Chief Investment Officer for Clearwater Digital Partners (CDP). Prior to co-founding CDP, Mr. Dobson held various roles within the Consumer Investment Management Division (CIMD) at Goldman Sachs. In these roles, Mr. Dobson provided quantitative and qualitative insights to help institutional investors navigate the due diligence and manager/strategy selection process. His coverage universe was centered on various style factor portfolios, but also included daily liquid alternative (i.e. hedge fund replication), managed-volatility, and ESG strategies. His coverage universe spanned $16 billion in total client assets. Mr. Dobson joined Goldman Sachs in July of 2015 and was named a Vice President in December of 2016.
Prior to joining Goldman Sachs in New York City, Mr. Dobson was employed at State Teachers Retirement System (STRS) of Ohio, a $70 billion public pension plan headquartered in Columbus, Ohio. While at STRS, Mr. Dobson was a member of the plan’s internal real estate group, which had direct oversight of $11 billion of commercial real estate investments. Mr. Dobson holds a Bachelor of Business Administration in Business Finance from the University of Wisconsin Eau Claire and a Masters of Business Administration from the Ohio State University. Additionally, Mr. Dobson is a Chartered Financial Analyst (CFA).
Brad Dobson, CFA
Managing Partner | Chief Investment Officer
Andrew Holland, CPA
Partner | Chief Operating Officer
Adam
Eggebrecht
ROLE
Partner | Chief Marketing Officer
BIO
Adam L. Eggebrecht is a Partner and the Chief Marketing Officer for Clearwater Digital Partners (CDP). Prior to Co-Founding CDP, Mr. Eggebrecht founded and acquired multiple companies in numerous different segments serving in a variety of roles. Prior to his entrepreneurial endeavors, Mr. Eggebrecht began his career in financial services as an Investment Advisor Representative with Princor Financial Services Corp culminating with a successful sale of his practice in 2014. Mr. Eggebrecht holds a BA in Finance from University of Wisconsin – Eau Claire.
Adam L. Eggebrecht
Partner | Chief Marketing Officer
Joe
Craven
ROLE
Partner
BIO
Joe Craven is a Partner of Clearwater Digital Partners (CDP). Prior to joining CDP, Mr. Craven Co-Founded, WMS, a medical device company, to address the COVID-19 pandemic. Prior to WMS, Mr. Craven Co-Founded PWS, an environmental services company and was critical in growing the company’s customer base in an ultra competitive industry. After a decade in business, Mr. Craven was instrumental in selling the business in 2019. Mr. Craven has extensive knowledge in the digital asset space being an early investor in the technology over the past five years. Mr. Craven holds a Bachelor of Business Administration and Finance from the University of Wisconsin – Eau Claire.
Joe Craven
Partner
Anthony Crinieri
Senior Investment Analyst
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