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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

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Noah Mulé

Portfolio Management Analyst

Professional Biography

Noah Mulé is an analyst assisting the Portfolio Management team’s initiative to bring high quality service to the firm’s clients and their strategic goals. Noah provides a comprehensive focus and creative mindset to the firm’s Investment Policy Committee.

Prior to joining Clearwater, he worked at JPMorgan Chase where he specialized in the closing and funding of the Private Bank Asset Wealth Management syndicated lending portfolio. Having handled hundreds of complex transactions ranging upwards of $3.5 billion, he has a keen eye for quality, efficiency, and does not shy away from learning a new task or experience.

Academic Studies

University of Illinois Chicago, Bachelor of Science (B.S.), Finance & International Business Minor – Magna Cum Laude

Affiliations & Service

Beta Gamma Sigma – Business Honor Society Member
Phi Kappa Phi – Honor Society Member

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