01/22/2024

Clearwater Capital Foundation Appoints Greg Davis, CFP®, CTFA, as New Executive Director

HOFFMAN ESTATES – Clearwater Capital Foundation, the philanthropic arm for Clearwater Capital Partners (CCP), is delighted to announce the appointment of Greg Davis as its new Executive Director. Greg, currently serving as a Partner and Senior Wealth Advisor at CCP, brings over 30 years of extensive experience in the financial industry, holding certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust Financial Advisor (CTFA).

Throughout his distinguished career, Greg has demonstrated a commitment to providing expert financial advice to high net-worth individuals, families, closely held and family-owned businesses, as well as trusts and foundations. His unique work history has equipped him with a comprehensive understanding of financial dynamics and strategic planning.

In addition to his professional achievements, Greg is actively involved in community service. Alongside this new appointment, he also serves as the Board Development Director for the Bridge Youth and Family Services in Palatine and contributes as an active board member for the Northwest Suburban Estate Planning Council.

"We are pleased to welcome Greg Davis as the Executive Director of Clearwater Capital Foundation," said John Chapman, CEO of Clearwater Capital Partners. "Greg’s wealth of experience and dedication to both the financial industry and community service align perfectly with our foundation's mission. We believe his leadership will contribute significantly to the continued success and impact of our Foundation."

Greg's role as Executive Director will involve overseeing the foundation's strategic initiatives and driving philanthropic efforts to support the community. His appointment is a testament to Clearwater Capital’s commitment to making a positive difference and enhancing the lives of those in need.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA).  The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Client Practice.  The firm’s Corporate Solutions Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/

About Clearwater Capital Foundation

The Clearwater Capital Foundation, the philanthropic arm of Clearwater Capital Partners, is dedicated to improving lives and inspiring generosity. Through strategic partnerships and a focus on financial empowerment, the foundation actively contributes to the well-being of individuals and communities.