02/08/2024

Jeff DeHaan, CFP® Appointed to The Community Foundation for McHenry County Board

HOFFMAN ESTATES – Clearwater Capital Partners proudly announces the appointment of Jeffrey DeHaan, CFP®, Partner and Senior Wealth Advisor, to the Board of Directors of The Community Foundation for McHenry County. With a background in finance and community leadership, Jeff is poised to bring valuable insights to this important role.

Jeffrey DeHaan, CFP®, graduated with Highest Honors from the University of Illinois, holding dual Bachelor of Science degrees in Finance and Business Administration. As the firm's longest-tenured employee and a key member of the Investment Policy Committee, Jeff has played a pivotal role in shaping Clearwater Capital Partners' investment strategies. Specializing in serving successful business owners, professionals, and their families, Jeff aligns portfolio management, retirement planning, gift planning, estate planning, and risk management to provide clients with a clear trajectory toward their financial objectives.

In addition to his client-focused work, Jeff serves on the firm's Board of Directors, Operating Committee, and as the Chief Compliance Officer of Clearwater, emphasizing his commitment to safeguarding client assets and adhering to regulatory standards. His dedication extends beyond the financial sector, as evidenced by his additional roles in community organizations such as the Leadership Greater McHenry County Board of Directors and as Treasurer for Crime Stoppers for Greater McHenry County.

The alignment between Jeff's financial experience, community engagement, and commitment to excellence makes his appointment to The Community Foundation for McHenry County Board a natural fit. This new role further underscores his dedication to enhancing the lives of McHenry County residents.

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 Community Foundation for McHenry Country Board

The Community Foundation for McHenry County, a 501(c)(3) tax-exempt public charity, is dedicated to fulfilling charitable interests, encouraging generosity, and enhancing the lives of McHenry County residents for current and future generations. Through donor gifts, the foundation addresses community needs and provides leadership on key issues. Whether supporting immediate needs or ensuring perpetual support, they strive to make a lasting impact on their community. https://thecfmc.org/