12/12/2019

PRESS RELEASE – FOR IMMEDIATE DISTRIBUTION 

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.

John Sleeting, CCP’s Chief Operating Officer, stated, “We are thrilled with Ricki’s promotion to the role of Manager of Operations.  Ricki has earned this opportunity through her tireless efforts to serve our clients with great technical competence and heart-warming care.  We believe Ricki will continue to inspire the Operations Team as they streamline our client’s financial lives.”

After an extensive career at BMO Harris, Ricki joined Clearwater Capital in 2017 as an Operations Specialist. Ricki has been responsible for account opening, client correspondence, money movements, and beneficiary alignment to estate strategies among many other client needs.

“Over the past 2 and a half years Ricki has proven an exceptional attention to detail and to process for CCP’s Operations team. Ricki’s long career has established her into a position of leadership and I look forward to seeing her bring our Ops team to the next level ,” noted James Chapman, Chief of Innovation.

Please join us in congratulating Ricki on this noteworthy promotion.

About Ricki Turner

Ricki resides in South Barrington with her husband Jon and their 2 dogs, Betty & Tina. Ricki grew up in Chicago Illinois and attended Columbia College, studying Communications in Journalism and Broadcasting. You can find her walking with friends or her dogs after a huge home cooked meal. She and her husband volunteer annually at Best Friends Animal Sanctuary in Kanab Utah.

About Clearwater Capital Partners

Clearwater Capital Partners is an independent Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). The firm was founded in 2006, by John Chapman, as a locally owned, privately held independent advisor. The firm provides comprehensive wealth management services to successful individuals and families through its 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.