Our Team

Attracting the very best talent and equipping these professionals with world-class resources has consistently been among our firm’s top priorities.  We have the privilege of serving a growing and loyal client base that deserves our best each and every day.  In turn, our firm has established the highest standards for our team members and they have become the core strength of our business model. 

We have patiently recruited to our firm individuals who share our values, are highly proficient, and are committed to life long learning.  All of our advisors hold specialized qualifications and advanced designations.  Moreover, our team members all have a passion for the work we do and the people we serve. 

We are fortunate to have attracted some of the most experienced, credentialed, and committed professionals in the industry.  Please click on the links below to become better acquainted with our team.


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John Chapman, CEO

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 SpecialistTM (CESTM) 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 SpecialistTM (CESTM) 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

  Al Krause   Partner  Al Krause is a Partner and the Chief Financial Officer of Clearwater Capital Partners. With nearly 30 years of experience in public accounting, Al is responsible for the firm’s financial reporting, capital management, and risk mitigation. Al is a member of the Investment Policy Committee and provides senior leadership relative to the strategic direction of the firm.

Al Krause

Partner

Al Krause is a Partner and the Chief Financial Officer of Clearwater Capital Partners. With nearly 30 years of experience in public accounting, Al is responsible for the firm’s financial reporting, capital management, and risk mitigation. Al is a member of the Investment Policy Committee and provides senior leadership relative to the strategic direction of the firm.

  Len Borhart   Partner  Len began his career in public accounting in 1975 upon graduation from the University of Illinois with Bachelor of Science degree in accounting.  After 14 years with a national public accounting firm, including 7 years as an audit and consulting partner, Len founded Borhart Spellmeyer & Company (BSC) in 1989.  For 27 years Len led the firm as managing partner, as well as a client service partner specializing in construction and manufacturing, until selling the firm in 2016.

Len Borhart

Partner

Len began his career in public accounting in 1975 upon graduation from the University of Illinois with Bachelor of Science degree in accounting.  After 14 years with a national public accounting firm, including 7 years as an audit and consulting partner, Len founded Borhart Spellmeyer & Company (BSC) in 1989.  For 27 years Len led the firm as managing partner, as well as a client service partner specializing in construction and manufacturing, until selling the firm in 2016.

 
  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. 

  James Chapman   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

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.

  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.

 
 
 

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