Dan Matthies CFA CAIA in

Dan Matthies CFA CAIA

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Global Head of Bloomberg Partnership at Clearwater Analytics
📍 New York, New York, United States

Dan Matthies is the Global Head of the Bloomberg Partnership at Clearwater Analytics, leveraging his extensive experience from leading global enterprise technology and compliance data ventures at Bloomberg. A Wharton MBA and CFA charterholder, he is described by colleagues as a passionate, disciplined, and inspiring visionary leader dedicated to building innovative investment operating systems.

Guided by the philosophy of "Ubuntu: I am because we are," Dan is passionate about creating shared success and meaningful impact. He is the Founding Partner of Reaction, a Stanford-affiliated innovation fund that invests in breakthrough technologies in climate, health, and AI, reflecting his commitment to scaling solutions for global challenges.

He was honored as a Stanford Centennial Alumni Catalyst and named a Top 100 Innovator and Entrepreneur.

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Experience
28 Years
Current Role
Global Head of Bloomberg Partnership
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Priorities

Topics Dan cares about

Investment Technology
His career has centered on building enterprise solutions for investment managers, from his time leading Bloomberg's AIM platform to his current partnership role at Clearwater Analytics.
Impact Investing
As the founder of Reaction, he actively invests in and accelerates technologies in climate, health, and AI to drive significant global impact.
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Career

Work history

3-2026
Global Head of Bloomberg Partnership
Clearwater Analytics
8-2019 - 10-2025
Founding Partner & CEO, Stanford Changemaker, Centennial Alumni Catalyst, Top 100 Innovator
Reaction
3-2016 - 4-2019
Global Business Head – Compliance Data | Entity Exchange & Entity Intelligence
Bloomberg LP
8-2015
Co-Founder and Principal
Solstice Capital LLC
6-2008 - 3-2016
Global Business Head - Enterprise Technology | Asset & Investment Manager (AIM)
Bloomberg LP
In the press

Media appearances

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Education
2019 - 2019
Stanford Executive Program: Be a Leader Who Matters
Stanford University Graduate School of Business
2004 - 2007
MBA
The Wharton School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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