Alternative Asset Trends and Clearwater LPx

Jonathan Flitt is an experienced operating executive. Jonathan has held positions across brokerage, wealth management, asset management, alternatives including, hedge fund, credit fund, private equity and private debt administration and middle office servicing. His experience includes leading global operations, product management and product development, leading large scale technology development projects and implementations, building partnerships and managing client relationships.  

Jonathan is currently the Global Head of Alternative Investments for Clearwater Analytics.  In this role, Jonathan leads product management, strategy and execution and works to design and implement innovative solutions that drive digitization, operational efficiency and enhance service capabilities for clients.  

Prior to this role Jonathan was the Head of Credit Fund and Private Debt Fund Services within BNY Mellon’s Alternative Investment Services business. In this role, Jonathan led strategy and execution, designed, and implemented innovative solutions that drove digitization, operational efficiency and enhance service capabilities for clients. Prior to this role, Jonathan held several leadership positions at BNY Mellon across Alternatives and Middle Office Services 

As an industry veteran, Jonathan also held a senior Product Management and Operations roles across Citigroup’s wealth management, asset management and securities services businesses. Based in New Jersey, Jonathan holds a Master of Business Administration from New York University, The Leonard N. Stern School of Business and a Bachelor of Science in Business Administration from the University at Albany.

Joe joined Clearwater in 2020 and currently serves as part of Clearwater’s North America sales team as a Solutions Consultant for Insurance Investment Accounting. Since joining Clearwater, Joe has worked directly with clients and product to develop solutions for their needs while demonstrating the power of Clearwater. Joe’s background includes 8+ years of insurance, investment accounting and reporting experience. Joe holds a bachelor’s degree in Business Finance from Long Island University and is an MBA candidate.