Advisory Team

  John Chapman, CEO   Chief Investment Strategist  John Chapman is the Chief Executive Officer of Clearwater Capital Partners and serves as the firm’s Managing Partner. With thirty five years of Wall Street experience, John directs all wealth management and advisory services for the firm, is the firm’s Chief Investment Strategist, and chairman of the firm’s Investment Policy Committee.

John Chapman, CEO

Chief Investment Strategist

John Chapman is the Chief Executive Officer of Clearwater Capital Partners and serves as the firm’s Managing Partner. With thirty five years of Wall Street experience, John directs all wealth management and advisory services for the firm, is the firm’s Chief Investment Strategist, and chairman of the firm’s Investment Policy Committee.

  John Sleeting   Partner  John W. Sleeting Partner at Clearwater Capital Partners. As a Certified Estate and Trust Specialist™ (CES™ ) with over twenty-five years of finance and capital markets experience, John is uniquely positioned to serve a select group of successful high-net-worth individuals and families with respect to dynastic estate planning strategies, retirement income planning, investment management, life insurance structuring and charitable giving.

John Sleeting

Partner

John W. Sleeting Partner at Clearwater Capital Partners. As a Certified Estate and Trust Specialist™ (CES™ ) with over twenty-five years of finance and capital markets experience, John is uniquely positioned to serve a select group of successful high-net-worth individuals and families with respect to dynastic estate planning strategies, retirement income planning, investment management, life insurance structuring and charitable giving.


  Jeff DeHaan   Senior Wealth Advisor, Chief Compliance Officer  Jeffrey DeHaan, CFP® is a Senior Financial Advisor with Clearwater Capital Partners and serves as the firm’s Chief Compliance Officer. Jeff is a CERTIFIED FINANCIAL PLANNER™ and is also a voting member of the firm’s Investment Policy Committee where his insights and perspectives help shape CCP’s investment strategies.

Jeff DeHaan

Senior Wealth Advisor, Chief Compliance Officer

Jeffrey DeHaan, CFP® is a Senior Financial Advisor with Clearwater Capital Partners and serves as the firm’s Chief Compliance Officer. Jeff is a CERTIFIED FINANCIAL PLANNER™ and is also a voting member of the firm’s Investment Policy Committee where his insights and perspectives help shape CCP’s investment strategies.

  Greg Davis   Director - Senior Wealth Advisor  Greg Davis is a Director - Senior Wealth Advisor at Clearwater Capital Partners. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Trust Financial Advisor (CTFA) with a unique work history of over 25 years within the financial industry, Greg’s varied experiences have provided him with the opportunity to serve as an advisor to high net-worth individuals, families, closely-held and family-owned businesses, trusts and foundations.

Greg Davis

Director - Senior Wealth Advisor

Greg Davis is a Director - Senior Wealth Advisor at Clearwater Capital Partners. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Trust Financial Advisor (CTFA) with a unique work history of over 25 years within the financial industry, Greg’s varied experiences have provided him with the opportunity to serve as an advisor to high net-worth individuals, families, closely-held and family-owned businesses, trusts and foundations.


  James Chapman, AWMA   Wealth Advisor, Chief Innovation Officer  James F. Chapman AWMA®, is a Wealth Advisor at Clearwater Capital Partners, completing six consecutive years in the firm’s analyst residency program. Career ambitions came at an early age for James when he joined the firm in 2010. Over the past six years, James has experienced considerable development in his knowledge of Wall Street and in the disciplines of wealth management.

James Chapman, AWMA

Wealth Advisor, Chief Innovation Officer

James F. Chapman AWMA®, is a Wealth Advisor at Clearwater Capital Partners, completing six consecutive years in the firm’s analyst residency program. Career ambitions came at an early age for James when he joined the firm in 2010. Over the past six years, James has experienced considerable development in his knowledge of Wall Street and in the disciplines of wealth management.

 
  Eric Laumann, CFA   Wealth Advisor  Eric Laumann is an Associate Wealth Advisor at Clearwater Capital Partners. With a decade of investment and risk management experience, Eric decided to join Clearwater Capital Partners to help individuals and families achieve their lifestyle and legacy goals. The Clearwater Capital team works to achieve this efficiently and logically through intelligent investment management, retirement income planning, life insurance structuring, charitable giving and dynastic estate planning.

Eric Laumann, CFA

Wealth Advisor

Eric Laumann is an Associate Wealth Advisor at Clearwater Capital Partners. With a decade of investment and risk management experience, Eric decided to join Clearwater Capital Partners to help individuals and families achieve their lifestyle and legacy goals. The Clearwater Capital team works to achieve this efficiently and logically through intelligent investment management, retirement income planning, life insurance structuring, charitable giving and dynastic estate planning.


  Austin Baron, AWMA   Associate Advisor in Residency  Austin C. Baron is currently in the Associate Advisor-Residency Program at Clearwater Capital Partners. A recent graduate Cum Laude from Illinois State University with a double major in Managerial Economics and Finance, Austin has always had a fascination with how the economy effects the world around him.

Austin Baron, AWMA

Associate Advisor in Residency

Austin C. Baron is currently in the Associate Advisor-Residency Program at Clearwater Capital Partners. A recent graduate Cum Laude from Illinois State University with a double major in Managerial Economics and Finance, Austin has always had a fascination with how the economy effects the world around him.