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John W. Sleeting

Managing Partner – Family Office Services

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Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®

Director – Institutional Advisory Services

Speak with a Partner

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

Clearwater Capital Partners Conducts Interview with Family Wealth Alliance

March 18, 2022

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.

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