April 5th, 2023

Clearwell Group Welcomes New Senior Associate

Clearwell Group, a family office based in Tampa, FL, is pleased to announce the addition of Senior Associate, Brandon Smith.

Brandon is a Senior Associate on Clearwell’s public investment team, helping to manage investments for Clearwell Group and Clearwell Advisors. His areas of focus include manager diligence, portfolio management and technology implementation.

Prior to joining the Clearwell team, Brandon was a founder of the investment crowdfunding platform, Localstake.  Localstake was built to allow everyday investors the opportunity to invest in private investment offerings, and to bring more capital to local private businesses.  Brandon oversaw regulatory compliance, securities due diligence and technology implementation for the firm.

Brandon graduated with High Distinction from the Indiana University Kelley School of Business. After completing his degree, Brandon joined J.P. Morgan Private Banking as an investment analyst serving high and ultra-high-net worth families, endowments, and foundations. As an investment analyst, he was responsible for client portfolio allocation, evaluating and recommending investment strategies in public equities, fixed income, hedge funds, derivatives, private equity and venture capital. While at J.P. Morgan, Brandon also completed the required examinations to become a CFA® charterholder and is a member of the CFA® Society of Indianapolis. 

Brandon and his wife Nakita live in Carmel, Indiana and are kept busy by their five young children.

CLEARWELL GROUP’S DIRECT INVESTMENT CRITERIA

We are a family office based in Tampa, FL. The goal of our direct investment effort is to build a family of businesses continuing the legacies started by great family entrepreneurs.

Our principals have over 35 years of investment experience covering hundreds of individual investments in dozens of industries. Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States with a focus on the state of Florida.

Financial criteria for our investments is as follows:

Industries of particular interest include manufacturing, business services, healthcare, software, and financial services. We work with exceptional, entrepreneurial-minded management teams with a vision for growth. We welcome family businesses into our family and are committed to building lasting, well-capitalized, meaningful businesses and brands.

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