John E. Chapman
Chief Executive Officer
Hoffman Estates, IL – Clearwater Capital Partners is proud to announce the promotion of Kevin Nolte from Manager of Advanced Planning to Director of Advanced Planning. In his new role, Kevin will lead the firm’s strategic planning initiatives for high-net-worth families and business owners, overseeing complex estate, tax, and wealth transfer strategies. He will continue collaborating with advisors and external partners to deliver sophisticated, integrated solutions that align with clients’ long-term objectives.
Since joining Clearwater three years ago, Kevin has consistently demonstrated dedication, professionalism, and expertise. This promotion marks an important milestone in his career, and the firm celebrates his contributions while looking forward to his continued impact on the team and clients alike.
“I’m so proud of Kevin and his well-deserved promotion. His exceptional character and competence have strengthened client outcomes in decision-making and our firm’s culture. We’re so excited for him and look forward to all that he and the Advanced Planning team will continue to contribute,” says Tyler Beachler, Deputy Chief Investment Strategist.
Click here to read Kevin Nolte’s full biography.
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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