Home 2014

About Clearwell Group

Clearwell Group is a family office investment advisory business. We facilitate strong family cultures through investment management, estate planning, philanthropic advisory and family business management.  Clearwell Group invests in public securities through active and passive managers and invests into private businesses directly and through private equity funds.

Learn More About Clearwell Group »

Clearwell Group Team

Douglas J. Free, Managing Partner

Douglas Free manages Clearwell Group, a family office advisory business based in Tampa, Florida. Clearwell Group facilitates strong family cultures through investment management, estate planning, philanthropic advisory and family business management. Clearwell Group’s investment mandate includes listed equities, fixed income, credit, hedge funds, private equity and venture capital. Prior to starting Clearwell Group, Mr. Free was Senior Portfolio Manager and Investment Committee Member for LCM Global, a hedge fund-of-funds in Tampa, Florida. Mr. Free’s investment background includes running a hedge fund investment due diligence team at Merrill Lynch in New York.
Read Full Profile »

Ryan D. Cortner, Principal

Ryan D. Cortner is a Principal at Clearwell Group. Prior to joining Clearwell Group, Mr. Cortner was Vice President with Westshore Capital Partners where he was responsible for sourcing and analysis of investment opportunities, managing prospects through closing, and monitoring portfolio companies for owner recapitalizations, family succession recapitalizations, management buyouts, management buy-ins, and industry consolidations. Prior to joining Westshore Capital Partners, Mr. Cortner was Manager in the New York office of PricewaterhouseCoopers'
Read Full Profile »

Mary G. Bruder, Office Manager

Mary is the Office Manager at Clearwell Group. Mary is also Treasurer and Editor for University Community Ministries, an outreach ministry for homeless, elderly and youth in the Tampa Bay Area, where she was responsible for accounting, budget preparation and strategic planning. Prior to joining University Community Ministries, Ms. Bruder was Director of Administration for Quest Holdings, Inc. where she was responsible for office management, human resources, benefit administration, weekly payroll and risk management
Read Full Profile »