SMA Consideration in a Rising Rate Environment

Justin helps Clearwater Analytics corporate investors across the country by evaluating their current systems, consulting on market trends, and sharing best practices from his experience; working with dozens of unique corporations and investment strategies. Prior to his time as a treasury solutions specialist, he worked in a myriad of different roles at Clearwater. Most notably within these roles, Justin served as the account manager for more than 40 corporate cash clients, representing north of $85B of AUM on the Clearwater system. In addition, he has implemented 20 new clients onto Clearwater.

Justin has bachelor degrees in finance and mathematics from the University of Idaho and enjoys golfing and mountain biking in his free time.

Lauren works closely with Clearwater’s corporate treasury teams to simplify and scale their investment accounting and reporting and develop efficient processes. Her expertise is focused on IPO preparation and establishing best practices for corporate treasury and accounting teams who are diversifying into separately managed accounts. In her experience at Clearwater, Lauren has worked with companies in various stages of investing, from Silicon Valley-based startups and newly public companies to more established corporations in need of a modern solution.

In her spare time, Lauren loves hosting guests at her Boise Airbnb and hiking with her black lab. She earned her MBA from Boise State University.