Greg Davis Promoted to Partner

Clearwater Capital Partners is pleased to announce that Greg Davis has been promoted to Partner.

“Greg’s unwavering commitment and focus on serving clients, along with his high character and competency, personifies what Clearwater Capital is all about.” said John Chapman, Chief Executive Officer of Clearwater Capital Partners. “Greg has been critical to the growth of our business and being elevated to Partner represents a significant professional achievement.”

Greg will continue to serve in his role at the firm as Senior Advisor to high net worth individuals, families, closely-held and family owned businesses, trusts and foundations. Greg is a Certified Financial Planner™ professional and Certified Trust Financial Advisor (CTFA) with over 30 years of experience in the financial industry.

About Clearwater Capital Partners

Clearwater Capital Partners is an independent Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). The firm was founded in 2006, by John Chapman, as a locally owned, privately held independent advisor. The firm provides comprehensive wealth management services to successful individuals and families through its Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.