News 

 

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®.

09/04/2018

Eric Laumann Earns CFA®Designation

Hoffman Estates, Illinois - John E. Chapman, Chief Executive and Chief Investment Strategist for Clearwater Capital Partners, an independent wealth management firm, announced today that Eric Laumann has earned the prestigious CFA (Chartered Financial Analyst) designation after passing Level III of the CFA Exam.

8/01/2018

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...