News 

03/27/2024

James F. Chapman Successfully Completes Prestigious Three-Year Securities Industry Institute Program at Wharton

Hoffman Estates, Illinois – James F. Chapman, a Senior Wealth Advisor and the Chief Innovation Officer at Clearwater Capital Partners, has reached a significant milestone by completing the rigorous three-year Securities Industry Institute (SII) program at the renowned Wharton School of the University of Pennsylvania.

03/13/2024

Clearwater Capital Partners Congratulates Greg Davis on Co-President Appointment at NWSEPC

Hoffman Estates, Illinois – Clearwater Capital Partners announces the appointment of Greg Davis as Co-President of the Northwest Suburban Estate Planning Council, recognizing his 30 years of experience as a CERTIFIED FINANCIAL PLANNER™ and CTFA. Amidst an extraordinary wealth transfer landscape, estate planning has become paramount, and Clearwater Capital Partners emphasizes the pivotal role of meticulous planning in coordination with clients' estate planning attorneys and CPAs, ensuring exceptional service and insight for clients.

 

02/29/2024

Clearwater Capital Partners Celebrates James Chapman's Promotion to Senior Wealth Advisor

Hoffman Estates, Illinois – Clearwater Capital Partners proudly announces the promotion of James Chapman to Senior Wealth Advisor in recognition of his decade long service to our clients and his material contributions to the firm. In addition to his advisory role, James serves as the firm’s Chief Innovation Officer (CIO) and is a key member of our leadership team.

 

02/08/2024

Jeff DeHaan Appointed to The Community Foundation for McHenry County Board

Hoffman Estates, Illinois – Clearwater Capital Partners proudly announces the appointment of Jeffrey DeHaan, 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.

 

01/29/2024

Wealth Advisor Melissa Dailey-Newman, AWMA® Takes on Leadership Roles on Two Local Boards for Women in Finance

Hoffman Estates, Illinois – Melissa Dailey-Newman, AWMA®, a seasoned wealth advisor at Clearwater Capital Partners, has accepted leadership roles on the local boards of two financial industry organizations. Women in Insurance and Financial Services (WIFS) was founded in 1936 with the commitment to attract, develop, and advance women in an underrepresented profession. Women in ETFs (WE) has over 8200 members globally with a mission to connect, support, and inspire the ETF (Exchange Traded Funds) Community.

 

01/22/2024

Clearwater Capital Foundation Appoints Greg Davis, CFP®, CTFA, as New Executive Director

Hoffman Estates, Illinois – Clearwater Capital Foundation, the philanthropic arm for Clearwater Capital Partners (CCP), is delighted to announce the appointment of Greg Davis as its new Executive Director.

Greg, currently serving as a Partner and Senior Wealth Advisor at CCP, brings over 30 years of extensive experience in the financial industry, holding certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust Financial Advisor (CTFA).

 

12/04/2023

Clearwater Capital Enhancing Retirement Outcomes Through Pontera

Hoffman Estates, Illinois –Clearwater Capital Partners (CCP), an independent RIA firm operating across 37 states, proudly announces its strategic alliance with Pontera, a leading fintech company specializing in professional 401(k) management. This collaboration aims to empower CCP's Wealth Professionals with a tool to provide secure and compliant corporate 401(k) management, reinforcing its commitment to enhancing the retirement planning experiences of its clients.

 

11/30/2023

Karie OConnor Named Top Women Advisor of 2023 by National Association of Plan Advisors

Hoffman Estates, Illinois – Clearwater Capital Partners proudly announces that Karie O'Connor has been named one of the Top Women Advisors for 2023 by the National Association of Plan Advisors (NAPA). This recognition, established in 2015, spotlights women who make significant contributions to the retirement industry, demonstrating excellence in their profession.

 

10/10/2023

Karie OConnor Joins Clearwater Capital Partners

Hoffman Estates, Illinois – Multi-Family Office and Wealth Management firm, Clearwater Capital Partners (CCP), is delighted to introduce Karie OConnor as the newest addition to its team. Karie joins Clearwater Capital as a Wealth Advisor & Senior Retirement Plan Strategist, reinforcing the firm's commitment to delivering life changing value in retirement planning. 

 

10/02/2023

James Chapman Earns Spot on Forbes Top Next Gen Wealth Advisors Best in State Ranking

We are thrilled to announce that James Chapman, wealth advisor and Chief Innovation Officer (CIO) at Clearwater Capital Partners, has been named among the elite professionals on the prestigious Forbes Top Next Gen Wealth Advisors Best in State ranking, as compiled by Shook Research.

 

08/10/2023

Melissa Dailey-Newman Earns Accredited Wealth Management Designation

HOFFMAN ESTATES- Clearwater Capital Partners is pleased to announce that Melissa Dailey-Newman has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.

 

07/13/2023

Rocky A. Byrd, CIMA® PASSES LEVEL II OF THE CFA EXAM

HOFFMAN ESTATES- Clearwater Capital Partners is pleased to announce that Rocky Byrd has passed the CFA® Level II exam.

 

04/03/2023

Rocky A. Byrd promoted to Senior Portfolio Analyst

HOFFMAN ESTATES - Clearwater Capital Partners is proud to announce the promotion of Rocky A. Byrd Jr. to the role of Senior Portfolio Analyst. With his exceptional analytical skills ad problem-solving abilities, Rocky has demonstrated his value to the firm during his impressive four-year tenure.

 

04/03/2023

Greg Davis Receives Gregg Stockey Legacy Award from Bridge Youth and Family Services

HOFFMAN ESTATES - Clearwater Capital is proud to congratulate Greg Davis, one of our Partners and Senior Financial Advisors, on being named the winner of the prestigious Gregg Stockey Legacy Award for 2023 by The Bridge Youth and Family Services.

 

03/23/2023

Clearwater Capital Partners named as one of the Top 100 ETF Power Users by RIA Channel

Clearwater Capital Partners was named on the RIA Channel Top 100 ETF Power Users Ranking, a recognition of the firm's growth and belief in the ETF product structure.

 

02/17/2023

Tyler Beachler, CFA®, Named Partner

Clearwater Capital Partners (CCP) is pleased to announce that Tyler Beachler has been named a Partner of the firm.

 

02/13/2023

John chapman featured in daily herald

On Sunday, Febuary 13th, John Chapman was featured in a Daily Herald article “Lessons learned through four decades in wealth management.”

Click below to read the full article.

 

12/04/2022

John chapman featured in daily herald

On Sunday, December 4th, John Chapman was featured in a Daily Herald article “Lessons learned through four decades in wealth management.”

Click below to read the full article.

 

11/18/2022

Katie Berganske-Frank wins distinguished 2022 Laurie Stone Woman of the Year Award

Clearwater Capital Partners is proud to announce that Katie Berganske-Frank has been named the 2022 Laurie Stone Woman of the Year award at the Toast of Schaumburg presented by the Schaumburg Business Association (SBA). This prestigious award recognizes a woman who has excelled in her field, career, or passion, and whose commitment, vision, and talents make her a true leader in the community. The award was created in 2017 and is named after Laurie Stone, the founding President of the SBA.   

 

10/26/2022

JEFFREY DEHAAN, CFP® HONORED AS 2022 YOUNG PROFESSIONAL By the FAMILY WEALTH Alliance

Hoffman Estates IL—Jeffery DeHaan, CFP® of Clearwater Capital Partners (CCP) has been selected as one of the 25 recipients of the 2022 Young Professionals Award by the Family Wealth Alliance. This award recognizes family wealth professionals under 40 who have made significant contributions to their industry as determined by a panel of eight independent industry judges.

 

10/12/2022

2022 INFLUENTIAL WOMEN IN BUSINESS HONORS KATIE BERGANSKE-FRANK

Hoffman Estates IL – Katie Berganske-Frank of Clearwater Capital Partners (CCP) has been selected as one of the Daily Herald’s 2022 Influential Women in Business. Katie is Clearwater’s Director of Brand and Business Development, an executive leader for the firm’s Operating Committee, and an active member of her community.

 

10/04/2022

Clearwater Capital Supports Folds of Honor

Hoffman Estates, IL – September 2022, Clearwater Capital Foundation joined the Patriot Day Golf Outing supporting Folds of Honor as a Fly-Fight-Win Sponsor. This sold-out event raised funds for Folds of Honor for educational scholarships to the families of disabled and fallen soldiers and first responders.

08/16/2022

James Chapman Featured in Forbes Next Gen Wealth Advisor Ranking

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that James F. Chapman, AWMA® has been recognized by Forbes in their Next Gen Best-In-State Wealth Advisors ranking for 2022. Among the 1000 advisors under 40 years old, James ranked #44 in Illinois. James is a Wealth Advisor and the Chief Innovation Officer for Clearwater Capital Partners.

 

07/01/2022

Kevin Nolte Earns Accredited Wealth Management Advisor(SM) Designation

Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Kevin Nolte has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.

 

05/16/2022

Joshua Beachler earns Certified Financial Planner™ Designation

Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Joshua Beachler, Wealth Advisor, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

 

04/25/2022

CLEARWATER CAPITAL PARTNERS Conducts Interview with Family Wealth Alliance

John Chapman, Melissa Dailey-Newman and Tyler Beachler of Clearwater Capital Partners join this episode of Alliance Talks to discuss how their firm is responding to and leading change in the family wealth space.

 

04/13/2022

CLEARWATER CAPITAL PARTNERS NAMED ONE OF THE 2022 BEST PLACES TO WORK IN ILLINOIS

Hoffman Estates, IL - Clearwater Capital Partners was recently named one of the 2022 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.

 

03/18/2022

CLEARWATER CAPITAL PARTNERS Conducts Interview with Family Wealth Alliance

John Sleeting, Katie Berganske and James Chapman of Clearwater Capital Partners join this episode of Alliance Talks to discuss how they utilized the Alliance Voice of the Client Survey. Hear about insights gained from the survey and how their firm is applying feedback from their clients.

 

02/09/2022

Greg Davis appointed as co-President of Northwest Suburban Estates Planning Council

Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce that Greg Davis, Partner, Senior Wealth Advisor, has assumed the role of co-President of the Northwest Suburban Estate Planning Council (NWSEPC).

 

01/31/2022

Tyler Beachler Promoted to Deputy Investment Strategist

Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce the promotion of Tyler J. Beachler into the role of Deputy Investment Strategist. As Deputy Investment Strategist, Tyler will take on additional responsibilities for developing, executing, and communicating Clearwater’s investment thesis and strategies.

 

11/30/2021

CLEARWATER CAPITAL PARTNERS BOARD OF DIRECTORS ANNOUNCEMENT

Hoffman Estates, IL - The Clearwater Capital Partners (CCP) Board of Directors is pleased to announce the promotion of both John E. Chapman and John W. Sleeting into the roles of Executive Partner. 

 

11/01/2021

James F. Chapman Appointed to A Giving Heart Foundation Board of Directors

Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce that James F. Chapman, AWMA® has been appointed to the A Giving Heart Foundation Board of Directors.

 

11/01/2021

Melissa Dailey-Newman Joins Clearwater Capital partners

Hoffman Estates, IL – Clearwater Capital Partners (CCP) is proud to announce that Melissa Dailey-Newman has joined the Clearwater Capital team as a Wealth Advisor.

 

10/30/2021

clearwater capital foundation establishes endowed scholarship

Hoffman Estates, IL – Clearwater Capital Foundation is pleased to announce that it has established the Clearwater Capital Endowed Scholarship Fund at Harper College.

 
Katie_B_0043.jpg

09/14/2021

KATIE BERGANSKE NOMINATED FOR SBA ANNUAL TOAST OF SCHAUMBURG WOMAN OF THE YEAR AWARD

Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Katie Berganske has been nominated for the Laurie Stone Woman of the Year award through the Schaumburg Business Association (SBA).

 
Juliann_0036.jpg

08/11/2021

JULIANN BROWN EARNS ACCREDITED WEALTH MANAGEMENT ADVISOR(SM) DESIGNATION

Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Juliann Brown has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.

 
Hunter_Sims_0025.jpg

08/02/2021

HUNTER SIMS JOINS CLEARWATER CAPITAL PARTNERS

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that Hunter Sims has joined the Clearwater Capital team as a Global Wealth Strategist.

 
Rocky_B_0340.jpg

07/28/2021

ROCKY BYRD PASSES THE CFA® LEVEL 1 EXAM

Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce that Rocky Byrd has passed the CFA® Level 1 exam.

 
Noah_0036_Full.jpg

07/01/2021

NOAH MULÉ JOINS CLEARWATER CAPITAL PARTNERS

HOFFMAN ESTATES, IL – Clearwater Capital Partners is proud to announce that Noah Mulé has joined the Clearwater Capital Team as a Portfolio Management Analyst.

 

06/25/2021

Chapman Appointed to Harper College Educational Foundation Board

HOFFMAN ESTATES, IL – Clearwater Capital Partners is pleased to announce that John E. Chapman has been appointed to the Harper College Educational Foundation Board of Directors. 

 
Jeff_D_0274.jpg

06/05/2021

Jeffrey DeHaan, CFP® Named to InvestmentNews’ 2021 40 Under 40 List

HOFFMAN ESTATES, IL – Clearwater Capital Partners is pleased to announce that Jeffrey DeHaan has been recognized as a 2021 40 Under 40 Honoree by InvestmentNews. Jeffrey was chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to earn a spot on the final list of 40 talented individuals.

 
Heater_L_0164.jpg

06/02/2021

HEATHER LARSON JOINS CLEARWATER CAPITAL PARTNERS

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that Heather Larson has joined Clearwater Capital as an outside advisor to the Board of Directors for Clearwater Capital Partners, LLC.

 
James_C_0300.jpg

05/03/2021

James Chapman Conducts Interview with WisdomTree Asset Management

The Advisor Insights series from WisdomTree is their ongoing series to gain fresh perspectives and insights on a range of financial topics from guest bloggers at established financial advisory firms. This month, they spoke with James Chapman, Wealth Advisor and Chief Innovation Officer, at Clearwater Capital Partners, an independent wealth management firm serving individual and institutional clients across the United States. Topics included the changing landscape for the industry in a post covid world, innovations in the firm, and firm’s charitable foundation.

 
Katie_B_0043.jpg

04/20/2021

KATIE BERGANSKE-FRANK JOINS CLEARWATER CAPITAL PARTNERS

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that Katie Berganske-Frank has joined the Clearwater Capital Team. Katie joins the team as the Director of Business Development and Brand Management. Katie brings nearly 20 years of successful business development and marketing strategy. Her last 10 years in the human capital management space offers her a unique perspective of the needs that exist for HR when trying to elevate the employee experience.

 
James_C_0300.jpg

03/22/2021

James Chapman Featured in Forbes as Best-In-State-Wealth Advisor

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that James F. Chapman, AWMA® has been recognized by Forbes in their Best-In-State Wealth Advisors ranking for 2021. James is a Wealth Advisor and the Chief Innovation Officer for Clearwater Capital Partners.

 
Tyler_B_0350.jpg

02/22/2021

Tyler Beachler Earns CFA® Designation 

Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce that Tyler Beachler has earned the CFA® designation. He along with over 11,000 candidates around the world sat for the Level III exam in December with only 56% of the candidates passing the third and final exam in the CFA Program®.

 

08/01/2020

CLEARWATER CAPITAL PARTNERS STRATEGIC TECHNOLOGY PARTNER, ENVESTNET TAMARAC, RATED BEST IN CLASS

Clearwater Capital Partners is pleased to announce that one of our strategic technology partners, Envestnet Tamarac, has recently been ranked “best in class” by Aite in the portfolio management software category. Leveraging the Aite Matrix, a proprietary Aite Group vendor assessment framework, this Impact Report evaluates the overall competitive position of each vendor, focusing on vendor stability, client strength, product features, and client services.

 

07/10/2020

John sleeting conducts interview with family office club

On July 10th, 2020 John Sleeting took part in an interview conducted by the Family Office Club as a part of their ongoing Investor Mandate Interview Series. Click below to watch.

 

06/01/2020

Juliann Brown completes a Master of business ADMINISTRATION (MBA).

Clearwater Capital Partners is pleased to announce that Juliann Brown has completed a Master of Business Administration (MBA) from Judson University. The Master of Business Administration courses integrate finance, marketing, and strategic leadership to provide the tools needed to solve real-world organizational problems.

 

02/19/2020

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

 

02/11/2020

Rocky Byrd earns Certified Investment Management Analyst® (CIMA®) Certification.

Clearwater Capital Partners is pleased to announce that Rocky Byrd has earned the Certified Investment Management Analyst® (CIMA®). The CIMA® certification is provided by Investment Management Consultants Association®

 

01/30/2020

Joshua M. Beachler Earns Accredited Wealth Management Advisor(SM) Designation

Clearwater Capital Partners is pleased to announce that Joshua M. Beachler has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.

 

12/10/2019

Greg Davis Promoted to Partner

Clearwater Capital Partners is pleased to announce that Greg Davis has been promoted to Partner. 

“Greg’s unwavering commitment and focus on serving clients, along with his high character and competency, personifies what Clearwater Capital is all about.” said John Chapman, Chief Executive Officer of Clearwater Capital Partners.  “Greg has been critical to the growth of our business and being elevated to Partner represents a significant professional achievement.”

 

12/10/2019

RICKI TURNER PROMOTED TO MANAGER OF OPERATIONS

Clearwater Capital Partners is pleased to announce that Ricki Turner has been promoted to Clearwater Capital’s Manager of Operations. Effective immediately, in her new role, Ricki will oversee & direct the Operations team. The Operations team works in collaboration with advisors, the portfolio management team, and clients to provide a concierge level of service.

 

08/20/2019

TYLER BEACHLER PASSES CFA® LEVEL II EXAM

John E. Chapman, Chief Executive Officer and Chief Investment Strategist for Clearwater Capital Partners, an independent wealth management firm, is pleased to announce that Tyler Beachler, CIMA® has passed the CFA Level II exam. He along with over 70,000 candidates around the world sat for the Level II exam with only 44% of the candidates passing the exam. Candidates are advised to spend at least 300 hours of preparation before taking the Level II exam.

 

07/24/2019

AUSTIN BARON BEGINS FINANCIAL PLANNING ROTATION OF THE ASSOCIATE ADVISOR RESIDENCY PROGRAM

Clearwater Capital Partners is proud to announce that Austin Baron has advanced into the financial planning phase of the Associate Advisor Residency Program. Over the last 12 months, Austin has worked on the Portfolio Management team as an Analyst and Portfolio Manager. Prior to the Portfolio Management portion of the residency program Austin completed the Operations Specialist rotation of his program.

 

05/01/2019

Jeffrey DeHaan, CFP® Attends the Wharton School Client Psychology Executive Education Course

Clearwater Capital Partners is pleased to announce that Jeffrey DeHaan, Partner, was selected to participate in the inaugural Client Psychology course offered through a partnership between the Wharton School of the University of Pennsylvania and the Certified Financial Planner Board. Jeff spent 3 days on the University of Pennsylvania campus learning about the psychological processes involved in the financial decision making from the researchers at the forefront of the burgeoning field of study.

 

04/01/2019

James F. Chapman attends UCLA Behavioral Sciences Executive Education Program. 

Clearwater Capital Partners is pleased to announce that James F. Chapman was chosen to attend the Behavioral Sciences Executive Education Program at UCLA Anderson School of Management.

The UCLA Anderson School of Management has partnered with New York based WisdomTree Investments to offer the Behavioral Decision Making Course. The program is designed to be an executive studies version of the The Anderson Ph.D. program for Behavioral Decision Research.


01/20/2019

James F. Chapman Chosen for Schwab Executive Leadership Program

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™.

10/01/2018

John W. Sleeting receives Certificate in Financial Management for Family Offices

Hoffman Estates, Illinois – John E. Chapman, Chief Executive and Chief Investment Strategist for Clearwater Capital Partners (CCP), an independent wealth management firm, announced today that John Sleeting has received the Certificate in Financial Management for Family Offices (CFMFO) through Pepperdine University’s Graziadio Graduate School of Business.

10/01/2018

Austin C. Baron Earns Accredited Wealth Management Advisor(SM) Designation

Hoffman Estates, Illinois –Clearwater Capital Partners is pleased to announce that Austin C. Baron has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.

AUSTIN BARON PASSES UNIFORM INVESTMENT ADVISER LAW EXAMINATION

Hoffman Estates, Illinois - Clearwater Capital Partners is pleased to announce that Austin C. Baron, has successfully passed the Uniform Investment Adviser Law Examination, as administered by the Financial Industry Regulatory Authority (FINRA). Accordingly, Austin now becomes a Registered Investment Advisor Representative and will continue in the capacity of Associate Advisory in Residency for the firm.

7/31/2018

JEFFREY DEHAAN NAMED TO EDGAR FELLOWS CLASS OF 2018

Hoffman Estates, Illinois - Clearwater Capital Partners is pleased to announce that Jeff DeHaan has been selected as one of 40 leaders from throughout the state of Illinois to participate in the 2018 Edgar Fellows program. The Edgar Fellows program is a 5 day executive leadership program that will be held August 5th-9th.

5/24/2018

KEVIN CARANI SERVES AS A PANELIST FOR RETIREMENT INDUSTRY WEBINAR

Hoffman Estates, Illinois - May 2018, Clearwater Capital Partners is pleased to announce that Kevin Carani recently served as a panelist for a retirement industry webinar hosted by July Business Services titled “Creating a Retirement Plan Investment Line-up”. During the webinar, Carani spoke on the importance of serving as a 3(21) fiduciary on retirement plans.

 

12/19/2017

JOHN CHAPMAN TO CHAIR ADVOCATE CHARITABLE FOUNDATION’S FIRST LOOK FOR CHARITY EVENT WITH THE CHICAGO AUTO SHOW


Hoffman Estates, Illinois – December 2017, Clearwater Capital Partners, LLC is pleased to announce that managing partner and chief executive officer, John E. Chapman, has been named as Campaign Chair for the 2018 Advocate Charitable Foundation’s First Look for Charity event with the Chicago Auto Show.
 

 

9/25/2017

JOHN SLEETING, PARTNER, TO SPEAK AT THE REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM

Hoffman Estates, Illinois - September, 2017 - Clearwater Capital Partners, LLC is proud to announce that John Sleeting will be a featured speaker at IMN’s upcoming Real Estate Family Office and Private Wealth Management Forum. The 2nd annual Forum will take place September 25-26 in Chicago, IL.

 

8/23/2017

JEFF DEHAAN NAMED CAMPAIGN CHAIR FOR UNITED WAY OF GREATER MCHENRY COUNTY

Hoffman Estates, Illinois – August, 2017 – Clearwater Capital Partners, LLC is pleased to announce that Jeff DeHaan has been named chairman of the 51st annual United Way of Greater McHenry County Campaign. The 2017-18 campaign for McHenry County kicks off Sept. 13 with a breakfast rally, followed by a year of events and activities at local businesses that support the nonprofit’s mission, according to a news release from the organization.

 

8/9/2017

MICHAEL WILLIAMS PASSES LEVEL II OF THE CFA EXAM

Hoffman Estates, Illinois – August, 2017 – John E. Chapman, Chief Executive and Chief Investment Strategist for Clearwater Capital Partners, LLC, an independent wealth management firm, announced today that Michael Williams, AWMA(SM) has passed Level II of the CFA Exam.

 

9/30/2016

SLEETING TO SPEAK AT THE ORCHARD REGARDING THE USE OF APPRECIATED ASSETS IN CHARITABLE GIVING STRATEGIES

BSC Private Wealth Management, LLC is pleased to announce that John W. Sleeting will be speaking at The Orchard regarding the use of appreciated assets to achieve charitable giving objectives...

 

9/30/2016

DaviS BEgins ROle as Co First Vice president of Northwest Suburban Estate Planning Council

BSC Private Wealth Management, LLC is pleased to announce that Greg Davis, Director, Senior Wealth Advisor, has assumed the role of co-First Vice President of the Northwest Suburban Estate Planning Council (NWSEPC)...

 

9/15/2016

John Chapman Completes Advisory Leaders Forum at Northwestern University's Kellogg School of Management.

John E. Chapman, Chief Executive and Chief Investment Strategist for BSC Private Wealth Management, LLC, an independent wealth management firm, announced today that he attended the Advisory Leaders Forum held in July at Northwestern University’s Kellogg School of Management...

 

9/15/2016

BSC Private Wealth Management, LLC is pleased to announce that managing partner and chief executive officer, John E. Chapman, has been named as Campaign Co-Chair for the 2017 Advocate Charitable Foundation’s First Look for Charity event with the Chicago Auto Show... 

 

8/01/2016

John E. Chapman, Chief Executive and Chief Investment Strategist for BSC Private Wealth Management, LLC, an independent wealth management firm, announced today that Michael Williams, AWMASM has passed Level 1 of the CFA Exam. On June 4, he along with 58,676 other candidates sat for Level 1 of the exam with only 43% passing. Level 1 of the exam is broken down into 10 sections with Ethical and Professional Standards, Financial Reporting and Analysis, and Quantitative Methods being the most heavily weighted...

 

6/01/2016

BSC Private Wealth Management, LLC is pleased to announce that Tyler J. Beachler has earned the Certified Investment Management Analyst® (CIMA®) certification. The CIMA® certification is provided by Investment Management Consultants Association® (IMCA®) which was established to deliver premier investment consulting and wealth management credentials and world class educational offerings. According to the IMCA® website, only one in three individuals who start the CIMA® certification process will successfully finish...

 

6/01/2016

John E. Chapman, Chief Executive and Chief Investment Strategist for BSC Private Wealth Management, LLC, an independent wealth management firm, announced today that James Chapman, AWMA(SM) has been promoted to the role of Wealth Advisor at BSC Private Wealth Management, LLC. After completing six consecutive years in the firm’s analyst residency program, James now assumes the full range of advisor responsibilities and will work alongside John Chapman in assisting clients with their most critical wealth management objectives...

 

2/01/2016

BSC Private Wealth Management, LLC is pleased to announce that Kevin G. Carani, Director of Institutional Advisory Services, has been recognized by the College for Financial Planning® with the retirement plan designation, Chartered Retirement Plan Specialistsm (CRPS®). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on retirement plan design, implementation, maintenance and the regulatory environment within which retirement plans are governed...