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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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Randy T. Yu, SHRM-SCP, SPHR®, CPSP®, CBP®, CCP®

Director of Institutional Advisory Services

Senior Strategic Human Capital Advisor

“We help employees and plan participants navigate their financial futures with clarity and confidence. Through personalized education, guidance and thoughtful retirement strategies, we simplify complex decisions and empower people to make informed choices that support their financial wellbeing today and peace of mind into and beyond retirement.”

Randy T. Yu, SHRM-SCP, SPHR®, CPSP®, CBP®, CCP®

Focus Clients

Institutional Retirement Committees, Non-Profit Boards, C-Suite Executives, Business Owners

Specializing In

Fiduciary risk management and best practices,
Plan governance and compliance oversight,
Defined contribution plan design,
Retirement plan investment due diligence,
Employee retirement education and financial well-being,
Benefits strategy and workforce alignment,
Total rewards and employee engagement,
HR strategy and organizational effectiveness,
Executive leadership and workforce advisory,
Global HR and cross-functional leadership.

Professional Biography

Randy Yu serves as Director of Institutional Advisory Services at Clearwater Capital Partners, leading the strategic direction and development of the firm’s institutional advisory practice. He brings an executive perspective to the financial, workforce, and operational priorities of business owners and senior leaders, helping clients coordinate investment stewardship and human capital strategies in support of long-term organizational success.

Academic Studies

University of Michigan, MBA in Finance
Cornell University, Master of Engineering in Engineering Management
Cornell University, Bachelor of Science in Mechanical Engineering

Financial Industry Regulatory Authority, Series 65 (Since 2026)
Plan Sponsor Council of America, Certified Plan Sponsor Professional (Since 2023)
Society for Human Resource Management, Senior Certified Professional (Since 2015)
HR Certification Institute, Senior Professional in Human Resources (Since 2013)
WorldatWork, Certified Benefits Professional (Since 2013)
WorldatWork, Certified Compensation Professional (Since 2013)

Affiliations & Service

Cornell Asian Alumni Association, Vice President of Development & Fundraising
Schaumburg Business Association, Chairperson-elect
Schaumburg Business Association, Executive Committee Member
Gartner CHRO Communities Chicago, Former Governing Board Member
WorldatWork, Total Reward 2027 Review Committee
Boys and Girls Clubs of North Central Illinois, Member
Greater Oak Brook SHRM, Member
Human Resource Certification Institute (HRCI), Member
PEER 150 Chicago, Member
WorldatWork, Member
Society for Human Resource Management (SHRM), Member
Transform 2027, Speaker
Dagan Park Homeowners Association, Treasurer
Feed My Starving Children, Volunteer

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