John has a Bachelor of Science degree in Finance from the University of Illinois, Urbana-Champaign. He is a graduate of the Certified Investment Management Analyst program, sponsored by IMCA in association with the Wharton School at the University of Pennsylvania. In 1998 he became a graduate of the Securities Industry Institute and the Securities Industry Association’s Branch Management Leadership Institute at Wharton. He also completed Executive Leadership and Strategy programs at the University of Chicago’s Graduate School of Business.
In 2008, John earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. In 2012, John completed the Retirement Management program at Boston University’s Center for Professional Education and, in 2013, received a certificate in Advanced Investment Strategy from IMCA.
John lives in Palatine, Illinois with his wife, Julie. He is a member of the Harper College Educational Foundation Board of Directors and a former member of the Advocate Sherman Hospital Board of Directors. John is also an active board member of the Clearwater Capital Charitable Foundation. When not working, John enjoys reading, his dog Sophie, and spending time with his family at their lake house in Michigan’s Great Northwoods.
Commentary
Outlook 2025: A Complicated Path Forward
We are pleased to share with you the Clearwater Capital Partners Outlook 2025 report entitled: A Complicated Path Forward
Each January, we dedicate considerable effort to establishing a foundational set of economic assumptions and insights for the upcoming year, aiming to develop a wealth management framework to guide our investment strategies. Our approach remains steadfastly long-term, emphasizing the importance of owning quality financial assets throughout market fluctuations.
To prepare this report, we have reviewed market analyses from an array of respected economists and trusted research sources. We value the insights of Wall Street’s leading thinkers, yet we strive to interpret these insights independently, crafting an economic thesis that supports informed decision-making.
Private Client Letter
U.S. equity markets have experienced a noticeable uptick in price volatility as the summer of 2024 winds down. The shift began in early July when several of the large tech companies sold off sharply. These same stocks that had led the equity rally this year managed to recover a large portion of those summer losses.
2024 Mid Year Update
We are pleased to share with you the Clearwater Capital Partners Outlook 2024 Mid-Year Update report entitled: “Bulls, Bears, and Blurred Horizons”
2024 Spring Symposium Replay
Spring Symposium Harper College – Economic Update with
John Chapman