03/27/2024

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

HOFFMAN ESTATES – 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.

The Securities Industry Institute, a flagship executive education program, is specifically designed to enhance the leadership capabilities and industry knowledge of senior professionals in the securities industry. Hosted by the Wharton School, recognized globally for its excellence in business education, the program provides participants with a comprehensive understanding of the latest trends, strategies, and regulatory frameworks shaping the financial services landscape.

Over the course of three intensive years, James F. Chapman immersed himself in a curriculum curated by leading academics and industry experts, covering a wide array of topics including investment management, wealth management, risk management, regulatory compliance, and strategic leadership. Through a combination of lectures, case studies, workshops, and collaborative projects, Chapman honed his skills and deepened his understanding of the complexities inherent in today's dynamic financial markets.

"Completing the Securities Industry Institute program at Wharton is an important achievement in my professional journey," said James F. Chapman. "The knowledge and insights gained throughout this experience will undoubtedly strengthen my ability to navigate the evolving landscape of the securities industry and better serve the needs of my clients and colleagues."

“James's successful completion of the SII program underscores his commitment to professional development and excellence in the financial services sector,” said John Chapman, Chief Executive Officer at Clearwater Capital Partners. “With the completion of this respected program, he further solidifies his position as a seasoned advisor and leader within our organization and the broader financial community.”

"We congratulate James on this notable achievement," said Katie Berganske, Chief Revenue Officer at Clearwater Capital Partners. "His dedication to advancing his skills and knowledge reflects his unwavering commitment to delivering exceptional value to our clients and driving continued success for our firm."

Click here to read the full biography for James F. Chapman.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA).  The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Client Practice.  The firm’s Corporate Solutions Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/

About the Wharton School

Founded in 1881 as the world's first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With a faculty of more than 235 renowned professors, Wharton has 5,000 undergraduate, MBA, executive MBA, and doctoral students. Each year, 13,000 professionals from around the world advance their careers through Wharton Executive Education's individual, organization-customized, and online programs. More than 104,000 Wharton alumni form a powerful global network of leaders who transform business every day. For more information, visit www.wharton.upenn.edu.