LeadIQ logo
Learn more at LeadIQ.com
Clearview Fiduciary Alliance logo

Clearview Fiduciary Alliance Employee Directory

Non-profit OrganizationsNorth Carolina, United States2-10 Employees

ClearView Fiduciary Alliance is a Raleigh-based nonprofit membership and research organization that supports boards and executives of foundations, endowments, and other nonprofits in enhancing fiduciary oversight of investment programs. Its core offering centers on a system that compiles and analyzes member investment performance and portfolio composition, delivering quarterly peer group reports and providing educational resources on standards, best practices, and fiduciary duties. The alliance also conducts services such as Investment Policy and Governance Reviews, RFP-related projects for Investment Advisers and outsourced CIOs, and OCIO due diligence and detailed reviews, addressing the practical needs of smaller to mid-sized nonprofit funders. Established in 2014 by experienced fiduciaries, ClearView connects member organizations through peer forums and targeted guidance to support informed investment decision making. The organization operates within the nonprofit sector and emphasizes research-driven learning and collaborative governance improvement for fiduciary stakeholders.

Find Clearview Fiduciary Alliance employees' phone numbers or email addresses

Clearview Fiduciary Alliance Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Clearview Fiduciary Alliance's Leadership

  • Stylized image of a person
    L. A.
    President And Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    L. C.
    President And Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    D. F.
    Finance Manager
    Mobile Phone
  • Stylized image of a person
    L. B.
    Member Consultant
    Mobile Phone

Clearview Fiduciary Alliance Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Business
  • Support
  • Accounting
  • Administrative
  • Other

Contact profiles from Clearview Fiduciary Alliance

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. A.
    President And Chief Executive Officer
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    L. C.
    President And Chief Executive Officer
    Mobile Phone
    Apr 06, 2023
  • Stylized image of a person
    D. F.
    Finance Manager
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    L. B.
    Member Consultant
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Clearview Fiduciary Alliance known for?

Minus sign iconPlus sign iconClearview Fiduciary Alliance was founded in 2014 operates in the Non-profit Organizations industry; you can contact the main corporate office by phone at
+1-919-573-****
. Explore Clearview Fiduciary Alliance's company overview page for more information.

What is Clearview Fiduciary Alliance's most common email format?

Minus sign iconPlus sign iconClearview Fiduciary Alliance employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clearview Fiduciary Alliance email formats with LeadIQ.

How many employees does Clearview Fiduciary Alliance have currently?

Minus sign iconPlus sign iconClearview Fiduciary Alliance has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Clearview Fiduciary Alliance's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Clearview Fiduciary Alliance's key employees include:

  • President And Chief Executive Officer: L. A.
  • President And Chief Executive Officer: L. C.
  • Finance Manager: D. F.
  • Member Consultant: L. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.