John E. Chapman Chief Executive Officer
Hoffman Estates, IL — Clearwater Capital Partners is pleased to announce the promotion of Greg Davis to Senior Partner. Greg joined Clearwater Capital Partners in 2015 and has played an integral role in shaping the firm’s advisory approach and client experience. His leadership, expertise, and dedication have made a lasting impact across the organization, and his promotion recognizes both his professional accomplishments and the trust he has earned from clients and colleagues alike.
A CFP® professional with over 35 years of experience in the financial services industry, Greg also holds the CTFA designation and maintains an Illinois Health and Life Insurance license. His diverse background and depth of experience position him as a trusted advisor and a respected thought leader across multiple disciplines. In addition, Greg serves as a voting member of the firm’s Investment Policy Committee, where he helps guide Clearwater’s investment philosophy and decision-making.
Greg will continue to serve in his role at the firm as Senior Wealth Advisor to high-net-worth individuals and families, closely-held and family-owned businesses, trusts, and foundations.
To learn more about Greg Davis and his role at Clearwater Capital Partners, visit his full biography on the firm’s website.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi-Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans. https://www.ccpwealth.com/
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