02/11/2020

PRESS RELEASE – FOR IMMEDIATE DISTRIBUTION 

John Sleeting PROMOTED TO Senior PARTNER

Clearwater Capital Partners is pleased to announce that John Sleeting has been promoted to Senior Partner. 

“Becoming a Senior Partner for Clearwater Capital Partners is a significant milestone; one that stands out among John’s many achievements at our firm over the years.” said John Chapman, Chief Executive Officer of Clearwater Capital Partners. “In addition to John’s advanced knowledge of the wealth management landscape, John serves as the firm’s Chief Operating Officer and leads our Family Office platform.  John’s nomination received unanimous approval from our board of directors, and we congratulate him on this special recognition.”

As a Certified Estate and Trust Specialist™ (CES™ ) with over thirty years of finance and capital markets experience, John is uniquely positioned to serve a select group of successful high-net-worth individuals and families in the development and integration of estate planning strategies, retirement income planning, investment management, risk management, insurance solutions structuring and charitable giving.

About Clearwater Capital Partners

Clearwater Capital Partners is an independent Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). The firm was founded in 2006, by John Chapman, as a locally owned, privately held independent advisor. The firm provides comprehensive wealth management services to successful individuals and families through its Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.