12/18/2024

Jeffrey DeHaan Earns Prestigious Recognition in the 2024 InvestmentNews Hot List

Hoffman Estates, Illinois – Jeffrey DeHaan Earns Prestigious Recognition in 2024 InvestmentNews Hot List, a comprehensive roundup that highlights the best in the industry.

As an impartial authority in the wealth sector, InvestmentNews conducted an exhaustive research study to identify and showcase the industry's top performers. In this thorough assessment, Jeffrey DeHaan has emerged as one of the distinguished contributors to the industry.

InvestmentNews’ 30+ strong Intelligence Unit determined the winners by following a rigorous process, which included interviewing objective industry professionals and conducting extensive research. The winners are those who matched the exacting Hot List criteria. Jeffrey DeHaan takes immense pride in being acknowledged as one of the industry's finest within the wealth domain.

Chris Sweeney, Managing Editor for Special Reports at InvestmentNews, shared his insights on the selection process, stating, “Jeffrey DeHaan earned their place in the industry’s top 100 movers and shakers, by beating off a competitive field of nominees. They were recognized for being a leader at the forefront of innovation and driving change, guiding the wealth sector into the future.”

This recognition underscores Jeffrey DeHaan's dedication to industry excellence and its continued commitment to delivering exceptional results.

Read more on Jeff’s Hot List Recognition here.

About Jeffrey DeHaan:

Jeffrey DeHaan, CFP® is a Partner and Senior Wealth Advisor with Clearwater Capital Partners. Jeff is also a voting member of the firm’s Investment Policy Committee where his insights and perspectives help shape CCP's investment strategies. As Clearwater's longest-tenured employee, Jeff works primarily with a select group of successful business owners and professionals, along with their families, to achieve their unique visions of their financial futures. Focusing on the interdependence between portfolio management, retirement planning, gift planning, estate planning, and risk management, Jeff endeavors to give his clients a clear path to their goals and a solid framework for decision-making.

Additionally, Jeff serves on the firm’s Board of Directors, Operating Committee, and as the firm’s Chief Compliance Officer where he works to develop firm-wide policies to safeguard client assets and information while meeting regulatory requirements. In 2021, Jeff was recognized as a 40 Under 40 Honoree by Investment News, reflecting his achievements in the wealth management industry.

About 2024 IN Hot List:

In August 2024, InvestmentNews invited wealth professionals from across the country to nominate their most exceptional leaders for the second annual Hot List. After receiving hundreds of nominations, InvestmentNews narrowed the list down to 100 movers and shakers whose contributions have helped shape the wealth industry over the past 12 months. From innovators at the forefront of change to leaders who are transforming the way the industry does business, this year’s Hot List represents the best the industry has to offer.

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 Wealth Management practice. The firm’s Institutional Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/

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