Michael Kenneth Boren
Founder at Clearwater Analytics LLC
Profile
Michael Kenneth Boren is the founder of Sawtooth Investment Management LLC, which was founded in 1995.
He held the title of Principal from 1995 to 2012.
He is also the founder of Clearwater Advisors LLC, founded in 2001.
Additionally, he is the founder of Clearwater Analytics LLC, founded in 2003, where he currently holds the title of Director.
In his current role, Mr. Boren is the President of Sockeye Trading Co., Inc. Previously, he worked as the Director of Research at Geldermann Securities, Inc. and as a Principal at Summit Management, Inc.
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Mr. Boren obtained his undergraduate degree from Brigham Young University in 1984.
Michael Kenneth Boren active positions
Companies | Position | Start |
---|---|---|
Clearwater Analytics LLC
Clearwater Analytics LLC Packaged SoftwareTechnology Services Clearwater Analytics LLC provides web-based software for investment portfolio reporting, accounting and analytics. It offers solutions to automate investment accounting, monitor investment policy compliance, monitor investment analytics and compliance, proactive regulatory and accounting guidance, data aggregation and reconciliation, and analyze portfolio performance and risk. The firm also provides data management, portfolio accounting, and reporting and communication solutions, and investment operations solution that provides scalability through automated processes and systems. The company was founded by David Robert Boren, Douglas K. Bates, Michael Kenneth Boren, and Christopher James Growney in 2003 and is headquartered in Boise, ID. | Founder | 03/03/2011 |
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. | Founder | 01/01/2001 |
Sockeye Trading Co., Inc.
Sockeye Trading Co., Inc. Financial ConglomeratesFinance Sockeye Trading Co., Inc. operates as a convenience store. The company is headquartered in Boise, ID. | President | - |
Former positions of Michael Kenneth Boren
Companies | Position | End |
---|---|---|
Summit Management, Inc. | Corporate Officer/Principal | - |
Geldermann Securities, Inc. | Corporate Officer/Principal | - |
Sawtooth Investment Management LLC
Sawtooth Investment Management LLC Investment ManagersFinance Founded in 1995, Sawtooth Investment Management LLC is a hedge fund manager located in Boise, Idaho | Founder | - |
Training of Michael Kenneth Boren
Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Sawtooth Investment Management LLC
Sawtooth Investment Management LLC Investment ManagersFinance Founded in 1995, Sawtooth Investment Management LLC is a hedge fund manager located in Boise, Idaho | Finance |
Clearwater Analytics LLC
Clearwater Analytics LLC Packaged SoftwareTechnology Services Clearwater Analytics LLC provides web-based software for investment portfolio reporting, accounting and analytics. It offers solutions to automate investment accounting, monitor investment policy compliance, monitor investment analytics and compliance, proactive regulatory and accounting guidance, data aggregation and reconciliation, and analyze portfolio performance and risk. The firm also provides data management, portfolio accounting, and reporting and communication solutions, and investment operations solution that provides scalability through automated processes and systems. The company was founded by David Robert Boren, Douglas K. Bates, Michael Kenneth Boren, and Christopher James Growney in 2003 and is headquartered in Boise, ID. | Technology Services |
Summit Management, Inc. | |
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 |
Geldermann Securities, Inc. | |
Sockeye Trading Co., Inc.
Sockeye Trading Co., Inc. Financial ConglomeratesFinance Sockeye Trading Co., Inc. operates as a convenience store. The company is headquartered in Boise, ID. | Finance |
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