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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

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

James Chapman Conducts Interview with WisdomTree Asset Management

May 3, 2021

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.

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