A group of carefully selected experts

From pioneering management consultants to senior investment bankers and corporate executives, the firm brings together experts with diverse backgrounds that offer different perspectives. We believe this results in an ability to see opportunities and challenges that may be overlooked by those with a singular industry focus.
  • Robert D. Morlot

    Robert is an experienced operating executive with significant management consulting and market development experience across multiple business environments – from boutique firms to industry…
    Managing Partner
  • Don Russell, Partner

    Don Russell is a partner of the firm with both a deep transactional background as well as operational experience in portfolio companies across several…
  • Douglass T. Lind, Founding Partner

    Douglass Lind founded Clearwater Business Advisers to concentrate on issues that engage the leadership of the client organizations he has served in his over…
    Founding Partner
  • Vincent Izzi, Partner

    Vin Izzi brings extensive general management experience from some of the largest companies in the Information Technology sector, including IBM and Digital Equipment Corporation…
  • Katie Johns, Director of Operations

    Katie Johns is the Director of Operations for Clearwater Business Advisers.
    Director of Operations
  • Stacey Fitzgerald

    Stacey is a highly experienced Senior Executive Consultant and Advisor.  Her broad experience encompasses change leadership, organizational culture, talent acquisition and development.  Having worked…
  • David M. Jeffries, Outside Counsel

    Dave is outside counsel and adviser to Clearwater Business Advisers. His firm, Fee & Jeffries P.A., is a business law firm specializing in complex…
    Outside Counsel
  • Alex Gebhardt

    Alexandra Gebhardt is the Chief Strategist for Inside Media Networks where she helps startups and Fortune 500 firms develop their content strategy, build online…
  • Tom Moore

    Tom Moore is a senior level consultant with Clearwater Business Advisers focused on providing interim CFO services for clients. Tom has the rare combination…
  • Cathy Welsh-Martin

    Cathy is a seasoned business executive with deep knowledge in operations, human capital and finance. She specializes in helping major companies thru change by…
Team - Clearwater Business Advisers