01/20/2019 - Press Release


January 2019 James F. Chapman Chosen for Schwab Executive Leadership Program Hoffman Estates,

Illinois –Clearwater Capital Partners is pleased to announce that James F. Chapman has been chosen to participate in the 2019 Schwab Executive Leadership Program.

This exclusive one-year program is limited to just 40 individuals chosen from Schwab’s leading Registered Investment Advisory firms. With focus on personal and professional growth, the program is designed to prepare promising leaders to manage and grow firms. The program combines premier academic curricula and faculty from some of the nation's top graduate schools, one-on-one executive coaching, and the deep industry experience of Schwab Advisor Services™.

Through meeting in person and connecting during weekly discussions, participants build valuable connections with other future leaders—leaders who continue to support one another through their careers. Areas of study include Positive Leadership, Managing Innovation, Talent Management, Marketing, and Entrepreneurship.

“So much of the industry training offered today focuses on the technical side of things. When the opportunity came up for James to participate in a development program of this caliber focusing on the leadership side of the business, we were very quick to nominate him” said Al Krause, CFO of Clearwater Capital.

About Charles Schwab and Co.

Clearwater Capital Partners has partnered with Charles Schwab and Co. to provide clearing and custody services for portfolio assets. Charles Schwab and Co. was formed in 1971. Charles Schwab and Co. offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 7,500 financial institutions. Nearly 3 out of 4 firms with over $1 Billion assets under management custody with Schwab. Assets held at Charles Schwab and Co. currently approximate $1.5 trillion of assets under management as of Q2 2018.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, Independent Registered Investment Advisor. The firm provides comprehensive wealth management services to successful individuals and families through their 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.