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John W. Sleeting

Managing Partner – Family Office Services

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Kevin G. Carani, CRPS®

Director, Retirement Plan Services

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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Phillip A. McCloskey

Private Wealth Associate

Professional Biography

Phillip McCloskey is a Private Wealth Associate at Clearwater Capital Partners, where he supports the delivery of personalized, comprehensive financial guidance to individuals and families. He currently works within the firm’s Operations Team and is rotating through multiple departments, as part of Clearwater’s Advisor in Residency program, to build a deep understanding of Clearwater’s investment, planning, and client service processes. Phillip graduated in 2025 with a Bachelor of Science in Personal Finance from the University of Wisconsin–Madison, where he was named to the Dean’s Honor List every semester. While at UW–Madison, he was actively involved in the financial planning community, including competing in the Financial Planning Association’s national case competition and attending the CFP Board’s Connections Conference in Chicago. His academic foundation reflects a strong commitment to both technical excellence and real-world application in financial planning.

Academic Studies

UW-Madison, Bachelor of Science (B.S.) in Personal Finance
Madison Area Technical College, Associate in Arts, Economics and Pre-Business

Affiliations & Service

UW-Madison, Dean’s Honor List
UW-Madison, RecWell, Badger Cru
Eagle Scout, Member

Madison Area Technical College, Men’s College Soccer Team
Madison Area Technical College, Second Team All-North Central Community College Conference
Madison Area Technical College, Second Team All-Region 4 Conference
Madison Area Technical College, NJCAA All-Academic Second Team
Madison Area Technical College, Leadership Award

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