John E. Chapman
Chief Executive Officer
Carter interned at Clearwater Capital Partners during the summer of 2019, where he gained valuable experience in both the administrative and client-facing aspects of the financial services industry. His primary focus was on assisting the Director of Retirement Plan Services in advising companies that sponsor qualified retirement savings plans. He prepared monitoring reports on fund menus, researched potential fund replacements, and addressed various needs of plan sponsors, trustees, and participants. During this internship, Carter developed a strong foundational knowledge of retirement plan management and the key roles involved in the process.
Carter earned a Bachelor’s degree in Finance from Oral Roberts University in Tulsa, Oklahoma. He earned the Certified Plan Fiduciary Advisor® designation through the National Association of Plan Advisors.
He was born and raised in the suburbs of Chicago, where he still resides with his wife, Jacqueline. In his free time, Carter enjoys spending time with his family, serving as part of his local church, and playing golf.