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.

12/11/2024

Clearwater Capital Partners Welcomes Conor Durkin as Financial Planner

Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce the addition of Conor Durkin as a Financial Planner. Conor graduated from the University of Illinois with a Bachelor of Science in Economics and a minor in Informatics. While at the University of Illinois, Conor was a member of Illinois Business Consulting (IBC), the largest student-run, professionally managed consulting organization in the country.

12/10/2024

Clearwater Capital Partners Named One of the Best 2024 Places to Work in Illinois

Hoffman Estates, IL - Clearwater Capital Partners was recently named one of the Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.

12/02/2024

John W. Sleeting Featured on Geeks of the Valley Podcast

Hoffman Estates, IL — John W. Sleeting, Executive Partner at Clearwater Capital Partners, was recently a featured guest on the acclaimed Geeks of the Valley podcast. Known for connecting with leading minds across industries, the podcast examines cutting-edge trends and their global economic impact.

10/30/2024

Tyler Beachler and James Chapman Win Family Wealth Alliance Young Professionals Awards

Hoffman Estates, IL — Last week, Clearwater Capital Partners proudly celebrated the recognition of two exceptional team members, Tyler Beachler, Partner and Deputy Chief Investment Strategist, and James Chapman, Senior Wealth Advisor and Chief Innovation Officer, who were both honored as recipients of the prestigious Family Wealth Alliance (FWA) Young Professionals Awards.

10/30/2024

Karie M. OConnor Recognized as One of NAPA's Top Women of Excellence for 2024 

Hoffman Estates, IL – Clearwater Capital Partners is delighted to announce that Karie M. OConnor has been recognized as one of the National Association of Plan Advisors' (NAPA) Top Women of Excellence for 2024. This esteemed accolade highlights Karie’s exceptional contributions to the retirement industry and her dedication to advancing the financial security of millions of Americans. 

10/28/2024

Braden maher Earns Accredited Wealth Management Advisor(SM) Designation

Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce that Braden Maher has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.

10/01/2024

Clearwater Capital Foundation delivers Grant to Samaritan’s Purse

Hoffman Estates, IL – The Clearwater Capital Foundation is proud to announce a grant to Samaritan’s Purse in support of their Hurricane Helene Relief Fund. This initiative is aimed at providing immediate assistance and long-term recovery for the communities devastated by the recent hurricane. As Hurricane Helene has left widespread destruction across multiple regions, we are committed to partnering with organizations that are at the forefront of disaster relief efforts.

10/01/2024

Client Cybersecurity Offering Coming in Q4

Hoffman Estates, IL – Exciting news is on the horizon at Clearwater Capital Partners. As part of our ongoing commitment to innovation and staying ahead of the curve, we are excited to introduce a new cybersecurity offering, specifically designed to protect the digital assets of our valued clients, which will be coming in Q4 2024. As wealth management professionals, safeguarding not just financial capital but also personal data is critical in this era of increased cyber threats.

09/19/2024

2024 women to watch excellence awardee melissa dailey-newman

Hoffman Estates, IL – Clearwater Capital Partners is proud to announce that Melissa Dailey-Newman, CDFA®, AWMA® has been named a 2024 Women to Watch Excellence Awardee by InvestmentNews, recognized in the “Financial Literacy Champion” category. This award honors women in the wealth and financial industry who have made a lasting impact through leadership, innovation, and dedication to their clients and communities. 

09/03/2024

Forbes Top Next-Gen Wealth Advisors Best in State James F. Chapman

Hoffman Estates, IL – We are thrilled to announce that James F. Chapman, Senior Wealth Advisor at Clearwater Capital Partners, has been named among the professionals on the Forbes Top Next-Gen Wealth Advisors Best in State ranking, as compiled by Shook Research. This recognition is a testament to James's unwavering commitment to his clients and his expertise in the wealth advisory field.

08/20/2024

Investing in and Cheering on Students | Endowed Scholarship

Hoffman Estates, IL –The Clearwater Capital Endowed Scholarship annually benefits a student involved in the Rita and John Canning Women's Program at Harper College. This program aids women in navigating the application and registration processes at Harper, provides information on scholarships and financial aid, and offers continuous support.

08/05/2024

Rocky Byrd, Jr. Earns CFA® Designation 

Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce that Rocky Byrd, CIMA®, CFA®, has earned the CFA® designation. He, along with candidates around the world, sat for the Level III exam in February 2024, with only 49% of the candidates passing the third and final exam in the CFA Program®. 

07/23/2024

Clearwater Capital Partners Welcomes Braden maher as operations specialist

Hoffman Estates, Illinois – Clearwater Capital Partners proudly announces that Braden Maher, Operations Specialist, has joined the team.

07/09/2024

Clearwater Capital Partners Announces Melissa Dailey-Newman's Certified Divorce Financial Analyst® Certification

Hoffman Estates, Illinois – Clearwater Capital Partners proudly announces that Melissa Dailey-Newman, Wealth Advisor, has obtained her Certified Divorce Financial Analyst (CDFA®) certification.

06/18/2024

Clearwater Capital Partners Welcomes Valerie Neff Hogan to the Family Office Team

Hoffman Estates, Illinois – Clearwater Capital Partners, a Family Office and Wealth Management firm, welcomes Valerie N. Hogan JD, CFP® as the newest member of their Family Office Practice. Valerie brings an outstanding array of experience to her role as a Wealth Advisor, serving Ultra High Net Worth individuals and families.

06/04/2024

Clearwater Capital Partners Announces Jacob M. Clark's Transition to Wealth Advisor in 2024

Hoffman Estates, Illinois – Clearwater Capital Partners is proud to announce that Jacob M. Clark, an Operations Specialist at the firm, has recently earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®. This achievement signals an exciting step in Jacob's career as he transitions to a wealth advisor role at Clearwater Capital Partners over the course of 2024.

05/13/2024

Clearwater Capital Partners Welcomes Ty Sampson as Manager of Compliance and Operations

Hoffman Estates, Illinois – Clearwater Capital Partners is excited to announce the addition of Ty Sampson as the new Manager of Compliance and Operations. Ty's diverse experience in the financial industry, along with his strategic and operational leadership, will be invaluable to the firm as we continue to grow and innovate.

05/02/2024

Kevin Nolte has Earned the CERTIFIED FINANCIAL PLANNER™ Designation

Hoffman Estates, Illinois – Clearwater Capital Partners, proudly announces that Kevin Nolte, Manager of Advanced Planning, has earned one of the industry’s most recognized designations, the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

03/27/2024

James F. Chapman Successfully Completes Prestigious Three-Year Securities Industry Institute Program at Wharton

Hoffman Estates, Illinois – James F. Chapman, a Senior Wealth Advisor and the Chief Innovation Officer at Clearwater Capital Partners, has reached a significant milestone by completing the rigorous three-year Securities Industry Institute (SII) program at the renowned Wharton School of the University of Pennsylvania.

03/13/2024

Clearwater Capital Partners Congratulates Greg Davis on Co-President Appointment at NWSEPC

Hoffman Estates, Illinois – Clearwater Capital Partners announces the appointment of Greg Davis as Co-President of the Northwest Suburban Estate Planning Council, recognizing his 30 years of experience as a CERTIFIED FINANCIAL PLANNER™ and CTFA. Amidst an extraordinary wealth transfer landscape, estate planning has become paramount, and Clearwater Capital Partners emphasizes the pivotal role of meticulous planning in coordination with clients' estate planning attorneys and CPAs, ensuring exceptional service and insight for clients.

02/29/2024

Clearwater Capital Partners Celebrates James Chapman's Promotion to Senior Wealth Advisor

Hoffman Estates, Illinois – Clearwater Capital Partners proudly announces the promotion of James Chapman to Senior Wealth Advisor in recognition of his decade long service to our clients and his material contributions to the firm. In addition to his advisory role, James serves as the firm’s Chief Innovation Officer (CIO) and is a key member of our leadership team.

02/08/2024

Jeff DeHaan Appointed to The Community Foundation for McHenry County Board

Hoffman Estates, Illinois – Clearwater Capital Partners proudly announces the appointment of Jeffrey DeHaan, Partner and Senior Wealth Advisor, to the Board of Directors of The Community Foundation for McHenry County. With a background in finance and community leadership, Jeff is poised to bring valuable insights to this important role.

01/29/2024

Wealth Advisor Melissa Dailey-Newman, AWMA® Takes on Leadership Roles on Two Local Boards for Women in Finance

Hoffman Estates, Illinois – Melissa Dailey-Newman, AWMA®, a seasoned wealth advisor at Clearwater Capital Partners, has accepted leadership roles on the local boards of two financial industry organizations. Women in Insurance and Financial Services (WIFS) was founded in 1936 with the commitment to attract, develop, and advance women in an underrepresented profession. Women in ETFs (WE) has over 8200 members globally with a mission to connect, support, and inspire the ETF (Exchange Traded Funds) Community.

01/22/2024

Clearwater Capital Foundation Appoints Greg Davis, CFP®, CTFA, as New Executive Director

Hoffman Estates, Illinois – Clearwater Capital Foundation, the philanthropic arm for Clearwater Capital Partners (CCP), is delighted to announce the appointment of Greg Davis as its new Executive Director.

Greg, currently serving as a Partner and Senior Wealth Advisor at CCP, brings over 30 years of extensive experience in the financial industry, holding certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust Financial Advisor (CTFA).

12/04/2023

Clearwater Capital Enhancing Retirement Outcomes Through Pontera

Hoffman Estates, Illinois –Clearwater Capital Partners (CCP), an independent RIA firm operating across 37 states, proudly announces its strategic alliance with Pontera, a leading fintech company specializing in professional 401(k) management. This collaboration aims to empower CCP's Wealth Professionals with a tool to provide secure and compliant corporate 401(k) management, reinforcing its commitment to enhancing the retirement planning experiences of its clients.

11/30/2023

Karie OConnor Named Top Women Advisor of 2023 by National Association of Plan Advisors

Hoffman Estates, Illinois – Clearwater Capital Partners proudly announces that Karie O'Connor has been named one of the Top Women Advisors for 2023 by the National Association of Plan Advisors (NAPA). This recognition, established in 2015, spotlights women who make significant contributions to the retirement industry, demonstrating excellence in their profession.

10/10/2023

Karie OConnor Joins Clearwater Capital Partners

Hoffman Estates, Illinois – Multi-Family Office and Wealth Management firm, Clearwater Capital Partners (CCP), is delighted to introduce Karie OConnor as the newest addition to its team. Karie joins Clearwater Capital as a Wealth Advisor & Senior Retirement Plan Strategist, reinforcing the firm's commitment to delivering life changing value in retirement planning. 

10/02/2023

James Chapman Earns Spot on Forbes Top Next Gen Wealth Advisors Best in State Ranking

We are thrilled to announce that James Chapman, wealth advisor and Chief Innovation Officer (CIO) at Clearwater Capital Partners, has been named among the elite professionals on the prestigious Forbes Top Next Gen Wealth Advisors Best in State ranking, as compiled by Shook Research.

08/10/2023

Melissa Dailey-Newman Earns Accredited Wealth Management Designation

HOFFMAN ESTATES- Clearwater Capital Partners is pleased to announce that Melissa Dailey-Newman has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.

07/13/2023

Rocky A. Byrd, CIMA® PASSES LEVEL II OF THE CFA EXAM

HOFFMAN ESTATES- Clearwater Capital Partners is pleased to announce that Rocky Byrd has passed the CFA® Level II exam.

04/03/2023

Rocky A. Byrd promoted to Senior Portfolio Analyst

HOFFMAN ESTATES - Clearwater Capital Partners is proud to announce the promotion of Rocky A. Byrd Jr. to the role of Senior Portfolio Analyst. With his exceptional analytical skills ad problem-solving abilities, Rocky has demonstrated his value to the firm during his impressive four-year tenure.

04/03/2023

Greg Davis Receives Gregg Stockey Legacy Award from Bridge Youth and Family Services

HOFFMAN ESTATES - Clearwater Capital is proud to congratulate Greg Davis, one of our Partners and Senior Financial Advisors, on being named the winner of the prestigious Gregg Stockey Legacy Award for 2023 by The Bridge Youth and Family Services.

03/23/2023

Clearwater Capital Partners named as one of the Top 100 ETF Power Users by RIA Channel

Clearwater Capital Partners was named on the RIA Channel Top 100 ETF Power Users Ranking, a recognition of the firm's growth and belief in the ETF product structure.

02/17/2023

Tyler Beachler, CFA®, Named Partner

Clearwater Capital Partners (CCP) is pleased to announce that Tyler Beachler has been named a Partner of the firm.

02/13/2023

John chapman featured in daily herald

On Sunday, Febuary 13th, John Chapman was featured in a Daily Herald article “Lessons learned through four decades in wealth management.”

Click below to read the full article.

12/04/2022

John chapman featured in daily herald

On Sunday, December 4th, John Chapman was featured in a Daily Herald article “Lessons learned through four decades in wealth management.”

Click below to read the full article.

11/18/2022

Katie Berganske-Frank wins distinguished 2022 Laurie Stone Woman of the Year Award

Clearwater Capital Partners is proud to announce that Katie Berganske-Frank has been named the 2022 Laurie Stone Woman of the Year award at the Toast of Schaumburg presented by the Schaumburg Business Association (SBA). This prestigious award recognizes a woman who has excelled in her field, career, or passion, and whose commitment, vision, and talents make her a true leader in the community. The award was created in 2017 and is named after Laurie Stone, the founding President of the SBA.   

10/26/2022

JEFFREY DEHAAN, CFP® HONORED AS 2022 YOUNG PROFESSIONAL By the FAMILY WEALTH Alliance

Hoffman Estates IL—Jeffery DeHaan, CFP® of Clearwater Capital Partners (CCP) has been selected as one of the 25 recipients of the 2022 Young Professionals Award by the Family Wealth Alliance. This award recognizes family wealth professionals under 40 who have made significant contributions to their industry as determined by a panel of eight independent industry judges.

10/12/2022

2022 INFLUENTIAL WOMEN IN BUSINESS HONORS KATIE BERGANSKE-FRANK

Hoffman Estates IL – Katie Berganske-Frank of Clearwater Capital Partners (CCP) has been selected as one of the Daily Herald’s 2022 Influential Women in Business. Katie is Clearwater’s Director of Brand and Business Development, an executive leader for the firm’s Operating Committee, and an active member of her community.

10/04/2022

Clearwater Capital Supports Folds of Honor

Hoffman Estates, IL – September 2022, Clearwater Capital Foundation joined the Patriot Day Golf Outing supporting Folds of Honor as a Fly-Fight-Win Sponsor. This sold-out event raised funds for Folds of Honor for educational scholarships to the families of disabled and fallen soldiers and first responders.

08/16/2022

James Chapman Featured in Forbes Next Gen Wealth Advisor Ranking

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that James F. Chapman, AWMA® has been recognized by Forbes in their Next Gen Best-In-State Wealth Advisors ranking for 2022. Among the 1000 advisors under 40 years old, James ranked #44 in Illinois. James is a Wealth Advisor and the Chief Innovation Officer for Clearwater Capital Partners.

07/01/2022

Kevin Nolte Earns Accredited Wealth Management Advisor(SM) Designation

Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Kevin Nolte has earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®.

05/16/2022

Joshua Beachler earns Certified Financial Planner™ Designation

Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Joshua Beachler, Wealth Advisor, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

04/25/2022

CLEARWATER CAPITAL PARTNERS Conducts Interview with Family Wealth Alliance

John Chapman, Melissa Dailey-Newman and Tyler Beachler of Clearwater Capital Partners join this episode of Alliance Talks to discuss how their firm is responding to and leading change in the family wealth space.

04/13/2022

CLEARWATER CAPITAL PARTNERS NAMED ONE OF THE 2022 BEST PLACES TO WORK IN ILLINOIS

Hoffman Estates, IL - Clearwater Capital Partners was recently named one of the 2022 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.

03/18/2022

CLEARWATER CAPITAL PARTNERS Conducts Interview with Family Wealth Alliance

John Sleeting, Katie Berganske and James Chapman of Clearwater Capital Partners join this episode of Alliance Talks to discuss how they utilized the Alliance Voice of the Client Survey. Hear about insights gained from the survey and how their firm is applying feedback from their clients.

02/09/2022

Greg Davis appointed as co-President of Northwest Suburban Estates Planning Council

Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce that Greg Davis, Partner, Senior Wealth Advisor, has assumed the role of co-President of the Northwest Suburban Estate Planning Council (NWSEPC).

01/31/2022

Tyler Beachler Promoted to Deputy Investment Strategist

Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce the promotion of Tyler J. Beachler into the role of Deputy Investment Strategist. As Deputy Investment Strategist, Tyler will take on additional responsibilities for developing, executing, and communicating Clearwater’s investment thesis and strategies.

11/30/2021

CLEARWATER CAPITAL PARTNERS BOARD OF DIRECTORS ANNOUNCEMENT

Hoffman Estates, IL - The Clearwater Capital Partners (CCP) Board of Directors is pleased to announce the promotion of both John E. Chapman and John W. Sleeting into the roles of Executive Partner. 

11/01/2021

James F. Chapman Appointed to A Giving Heart Foundation Board of Directors

Hoffman Estates, IL – Clearwater Capital Partners is pleased to announce that James F. Chapman, AWMA® has been appointed to the A Giving Heart Foundation Board of Directors.

11/01/2021

Melissa Dailey-Newman Joins Clearwater Capital partners

Hoffman Estates, IL – Clearwater Capital Partners (CCP) is proud to announce that Melissa Dailey-Newman has joined the Clearwater Capital team as a Wealth Advisor.

10/30/2021

clearwater capital foundation establishes endowed scholarship

Hoffman Estates, IL – Clearwater Capital Foundation is pleased to announce that it has established the Clearwater Capital Endowed Scholarship Fund at Harper College.

09/14/2021

KATIE BERGANSKE NOMINATED FOR SBA ANNUAL TOAST OF SCHAUMBURG WOMAN OF THE YEAR AWARD

Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Katie Berganske has been nominated for the Laurie Stone Woman of the Year award through the Schaumburg Business Association (SBA).

08/02/2021

HUNTER SIMS JOINS CLEARWATER CAPITAL PARTNERS

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that Hunter Sims has joined the Clearwater Capital team as a Global Wealth Strategist.

07/28/2021

ROCKY BYRD PASSES THE CFA® LEVEL 1 EXAM

Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce that Rocky Byrd has passed the CFA® Level 1 exam.

07/01/2021

NOAH MULÉ JOINS CLEARWATER CAPITAL PARTNERS

HOFFMAN ESTATES, IL – Clearwater Capital Partners is proud to announce that Noah Mulé has joined the Clearwater Capital Team as a Portfolio Management Analyst.

06/25/2021

Chapman Appointed to Harper College Educational Foundation Board

HOFFMAN ESTATES, IL – Clearwater Capital Partners is pleased to announce that John E. Chapman has been appointed to the Harper College Educational Foundation Board of Directors. 

06/02/2021

HEATHER LARSON JOINS CLEARWATER CAPITAL PARTNERS

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that Heather Larson has joined Clearwater Capital as an outside advisor to the Board of Directors for Clearwater Capital Partners, LLC.

05/03/2021

James Chapman Conducts Interview with WisdomTree Asset Management

The Advisor Insights series from WisdomTree is their ongoing series to gain fresh perspectives and insights on a range of financial topics from guest bloggers at established financial advisory firms. This month, they spoke with James Chapman, Wealth Advisor and Chief Innovation Officer, at Clearwater Capital Partners, an independent wealth management firm serving individual and institutional clients across the United States. Topics included the changing landscape for the industry in a post covid world, innovations in the firm, and firm’s charitable foundation.

04/20/2021

KATIE BERGANSKE-FRANK JOINS CLEARWATER CAPITAL PARTNERS

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that Katie Berganske-Frank has joined the Clearwater Capital Team. Katie joins the team as the Director of Business Development and Brand Management. Katie brings nearly 20 years of successful business development and marketing strategy. Her last 10 years in the human capital management space offers her a unique perspective of the needs that exist for HR when trying to elevate the employee experience.

03/22/2021

James Chapman Featured in Forbes as Best-In-State-Wealth Advisor

Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that James F. Chapman, AWMA® has been recognized by Forbes in their Best-In-State Wealth Advisors ranking for 2021. James is a Wealth Advisor and the Chief Innovation Officer for Clearwater Capital Partners.

02/22/2021

Tyler Beachler Earns CFA® Designation 

Hoffman Estates, IL - Clearwater Capital Partners is pleased to announce that Tyler Beachler has earned the CFA® designation. He along with over 11,000 candidates around the world sat for the Level III exam in December with only 56% of the candidates passing the third and final exam in the CFA Program®.