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. As Director in the Hedge Fund Development and Management Group, he was part of the investment team that established the first hedge fund platforms branded “Hedge Access” and “Managed Futures Access.” In 2006, Mr. Free took a leave of absence to join Geneva Global, a philanthropic advisor in Wayne, Pennsylvania. As Director of Sector Research, he ran a team of analysts focused on six sectors of global development and focused on economic development, philanthropic performance measurement and microfinance lending. Mr. Free began his investment career at Raymond James Financial, in St. Petersburg, Florida where he worked as an analyst in the equity research group focused on exchange-traded mutual funds. His background also includes small and middle market investment banking, M&A advisory and workouts in Atlanta at Wachovia Securities.
Mr. Free’s educational background includes a double-major in Economics and History from Eckerd College and an MBA from the Goizueta Business School at Emory University. He serves on the Board of the University of Florida Investment Company (UFICO) as well as the Boards of The Gathering, a philanthropy network, and 4Kids of Tampa Bay, a non-profit serving foster parents. Mr. Free has been married for 20 years and has four children. He is also a drummer and enjoys water sports.