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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

Jeffrey DeHaan Joins InvestmentNews National Advisory Committee

February 25, 2026

Hoffman Estates, IL — Clearwater Capital Partners is pleased to announce that Jeffrey DeHaan, CFP®, Managing Partner of Private Wealth Management and Senior Wealth Advisor, has been selected to serve on the InvestmentNews National Advisory Committee.

The National Advisory Committee brings together experienced practitioners from firms of varying sizes, business models, and regions to provide strategic insight and a real-world perspective to InvestmentNews. Committee members serve as a sounding board on the most pressing trends, challenges, and opportunities facing financial advisors and their clients.

The committee’s purpose is to ensure InvestmentNews’ editorial coverage, research initiatives, and events remain closely aligned with the evolving needs of the advisory profession. Members contribute by identifying emerging risks and opportunities, informing editorial and programming priorities, and representing diverse market perspectives to help shape relevant, balanced, and forward-looking content for the advisory community.

“Jeff’s selection reflects both his depth of experience and his thoughtful approach to serving clients and the broader advisory profession,” said John Chapman, Chief Executive Officer with Clearwater Capital Partners. “His perspective as a practitioner and firm leader will add meaningful value to the committee’s work.”

DeHaan’s appointment follows recent recognition on the InvestmentNews Hot List, which honors advisors who demonstrate excellence, innovation, and leadership within the wealth management industry. He has also been selected to participate in InvestmentNews’ Expert Advice Editorial, contributing practitioner insight to industry commentary.

To read more about the InvestmentNews National Advisory Committee, visit:
https://www.investmentnews.com/advisory-committee/national

About Jeffrey DeHaan

Jeffrey DeHaan, CFP®, is the Managing Partner of Private Wealth Management Services and Senior Wealth Advisor with Clearwater Capital Partners. He is also a voting member of the firm’s Investment Policy Committee, where his insights help shape the firm’s investment strategies. As Clearwater’s longest-tenured employee, Jeff works with a select group of business owners, professionals, and their families to help them define and achieve their financial goals.

Jeff’s advisory approach emphasizes the interdependence of portfolio management, retirement planning, gift and estate planning, and risk management, providing clients with a clear framework for decision-making. In addition to his advisory role, Jeff serves on the firm’s Board of Directors and Operating Committee and acts as Chief Compliance Officer, overseeing policies designed to safeguard client assets and information while meeting regulatory requirements.

DeHaan’s leadership and impact within the wealth management profession have been recognized by several leading industry organizations. He was named an InvestmentNews Top Advisor in 2025 and has been included on the InvestmentNews Hot List in both 2024 and 2025, which honors advisors who demonstrate excellence, innovation, and leadership. In 2022, DeHaan received the Family Wealth Alliance Young Professional Award, recognizing emerging leaders in the family wealth and advisory space. Earlier in his career, he was named to the InvestmentNews 40 Under 40 List in 2021, highlighting rising professionals making meaningful contributions to the industry.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor providing multi-family office and comprehensive wealth management services to successful individuals and families. The firm’s Institutional group delivers professional services to businesses, nonprofit organizations, foundations, and ERISA-governed retirement plans.

About InvestmentNews

InvestmentNews is the leading source of news, analysis, and insights for financial advisors, wealth managers, and professionals in the U.S. wealth management industry. Through in-depth reporting, research, and events, InvestmentNews helps advisors navigate market trends, regulatory developments, and business challenges. Its advisory committees are composed of industry leaders who provide expert insight and thought leadership on issues shaping the future of wealth management.

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