Speak with a Partner

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John W. Sleeting

Managing Partner – Family Office Services

Start a Conversation

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Kevin G. Carani, CRPS®

Director, Retirement Plan Services

Speak with a Partner

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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Tyler J. Beachler, CFA®

Managing Partner, Portfolio Management

Deputy Chief Investment Strategist

“We are committed to the daily pursuit of crafting and managing investment strategies that can foster resilience and growth”.
Tyler J. Beachler, CFA®

Professional Biography

Tyler is Managing Partner of Portfolio Management and Deputy Chief Investment Strategist at Clearwater Capital Partners, where he leads the firm’s investment strategy for ultra-high-net-worth individuals, families, and multi-family office clients.

With extensive experience across public and private markets, Tyler brings a disciplined, research-driven approach to developing investment strategies designed to address the complexity of significant wealth. As Co-Chair of the Investment Policy Committee, Tyler oversees the firm’s investment research process and guides the implementation of strategic investment decisions across client portfolios. His work focuses on addressing the complex and often illiquid challenges that accompany substantial wealth, including concentrated equity positions, private market opportunities, and the tax and liquidity considerations that influence portfolio construction. Tyler works closely with the firm’s investment team to translate Clearwater’s strategic views into tailored portfolio solutions, balancing long-term objectives with the unique circumstances, opportunities, and constraints of each client relationship.

Academic Studies

Taylor University, Bachelor of Science (B.S.), Finance
CFA Institute, Chartered Financial Analyst® (CFA)
Certified Investment Management Analyst® (CIMA®)
Accredited Wealth Management Advisor (AWMA®)

Recognitions

Family Wealth Alliance, Young Professional Award Recipient (2024)

Thought Leadership

Media

Explore the industry spotlight features with Tyler J. Beachler, CFA®.

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Entrepreneurial Legacies

Private Market Participation & Portfolio Construction

In this episode, John Sleeting sits down with Tyler Beachler, Deputy Chief Investment Strategist at Clearwater Capital, for a clear, practical introduction to the world of private markets. Building on earlier conversations about the entrepreneurial life cycle, they explore how business owners navigate the startup, growth, and maturity phases and the legal, tax, and financial planning considerations that matter most at each stage. John and Tyler also unpack how private market investing differs from the public markets many investors know well, and why success in this space often demands a more personalized approach.

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Clear Conversations – Entrepreneurial Legacies

Tyler Beachler, Entrepreneurial Lifecycle Investing

In this episode, Tyler Beachler and host John Sleeting explore the intricacies of investing for Ultra High Net Worth families with highlights on liquidity, diversification, asset placement, due diligence, and the ever-evolving landscape of alternative investments. Catch Tyler’s favorite resources and enjoy this comprehensive discussion on crafting enduring entrepreneurial legacies through strategic financial decision-making.

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Clearwater Capital Webinar

Introducing the Clearwater Capital Private Market Alternative Investment Platform

The Clearwater Capital Private Alternative Investment Platform is being made available to Qualified Purchasers (as defined by the Securities and Exchange Commission (SEC) as having at least $5 Million of investable assets). CCP’s customized exclusive platform provides access to a diverse set of top-tier private managers and hedge funds with added access to direct co-investment opportunities.

Disclosure:

No compensation was exchanged for John Chapman, Melissa Dailey Newman, and Tyler Beachler’s contributions to the following FWA, Alliance Talks Series. These individuals are employees of Clearwater Capital Partners. Opinions expressed by all other contributors/participants (whether in the past or in the future) are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

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Family Wealth Alliance (FWA) - Alliance Talks

Change and Disruptive Innovation

Join John Chapman, Melissa Dailey-Newman and Tyler Beachler of Clearwater Capital Partners in this episode of Alliance Talks to discuss how their firm is responding to and leading change in the family wealth space.

Disclosure:

No compensation was exchanged for John Chapman, Melissa Dailey Newman, and Tyler Beachler’s contributions to the following FWA, Alliance Talks Series. These individuals are employees of Clearwater Capital Partners. Opinions expressed by all other contributors/participants (whether in the past or in the future) are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

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