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Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®
Director – Institutional Advisory Services
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Jeffrey P. DeHaan, CFP®
Managing Partner – Private Wealth Management
Director – Institutional Advisory Services
Managing Partner – Private Wealth Management
In March, we welcomed over 50 clients and friends for a lunch at the Ritz Carlton Beach Club. This year, members of the Clearwater Capital Partner’s Investment Policy Committee presented their findings and thesis for Outlook 2022. Following the presentation, guests joined us for a happy hour. We thank our Florida clients and friends for attending this event!
John E. Chapman
Chief Executive Officer