Speak with a Partner

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John W. Sleeting

Managing Partner – Family Office Services

Start a Conversation

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Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®

Director – Institutional Advisory 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

“Our commitment to operational excellence ensures our clients receive superior service and clarity, gaining clear insights into their available resources.”

Tyler J. Beachler, CFA®

Professional Biography

Tyler J. Beachler, CFA is a Partner and Deputy Chief Investment Strategist with Clearwater Capital Partners.

Tyler is responsible for leading the firm’s portfolio management efforts to provide clients with a comprehensive investment strategy. Tyler is a key member of the firm’s Investment Policy Committee leading the investment research process and implementation of the committee’s investment decisions.

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 Finalist (2024)

Media

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

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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.

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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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