Clearwater Capital Partners

Melissa Dailey is a financial advisor with Clearwater Capital Partners in Hoffman Estates, IL, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. She has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Andrew Watters, Scott Penning, and Lincoln Financial prior to joining Clearwater Capital Partners in 2021. Clearwater Capital Partners serves individuals, including high-net-worth families and family offices, as well as institutional clients, offering services such as family office and private wealth management, institutional advisory, retirement plan advisory, and a wrap-fee investment program. The firm emphasizes written Investment Policy Statements, ongoing asset allocation and rebalancing, and discretionary management, with access to alternative investments and private placements.

Gregory Davis is a CFP® and holds a Series 65 license with ten years of experience in financial advising. He has been with Clearwater Capital Partners since 2015. Outside of his advisory work, he is a passive investor in a thoroughbred horse racing LLC and also works as an agent in life insurance and non-variable annuity sales. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, providing wealth management, retirement plan advisory, and institutional advisory services. The firm emphasizes disciplined portfolio management guided by written Investment Policy Statements and offers access to alternative investments and private placements.

John Chapman is a financial advisor at Clearwater Capital Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clearwater Capital Partners since 2006. Chapman is a partial owner of Clearwater Capital Insurance Services, LLC, which provides non-variable life, long-term care, and disability insurance sales, and he is also a business owner of Clearwater Capital Consulting, LLC, offering select tax services. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, providing family office and private wealth management, institutional advisory, retirement plan advisory, and wrap-fee investment programs. The firm manages most advisory accounts on a discretionary basis and incorporates fundamental, technical, quantitative, and thematic analysis in portfolio management.

Valerie Hogan is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. She previously worked at National Christian Foundation and Orchard Ministry Development and spent a decade at Gibbs & Associates. Outside of advising, she manages several non-investment related LLCs involved in real estate oversight. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering family office and private wealth management, institutional advisory, and retirement plan services. The firm employs a disciplined investment approach based on written Investment Policy Statements and offers access to alternative investments and private placements.

Kevin Carani is a financial advisor with Clearwater Capital Partners, holding a Series 65 credential and 11 years of industry experience. He has been with Clearwater Capital Partners since 2014. Outside of his advisory role, he serves as a facility manager for Westminster Presbyterian Church in Elgin, Illinois. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services that include private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a variety of analytical approaches, with a focus on discretionary management and access to alternative investments.

John Sleeting is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has been with Clearwater Capital Partners since 2009 in various roles. Outside of his advisory work, he serves as a board member of Cox Family Holdings, LLC and manages 1435 Partners, LLC, a consulting company. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services including family office management, private wealth management, and retirement plan advisory. The firm employs a disciplined investment approach based on written Investment Policy Statements and utilizes fundamental, technical, quantitative, and thematic analysis to manage discretionary accounts.

Alan Krause is a financial advisor at Clearwater Capital Partners with 17 years of industry experience. He holds a Series 65 designation and has worked at Clearwater Capital Partners since 2008. Krause also serves as Chief Operations Officer at Shodeen Group, a real estate development company, and is a director at Porte Brown, a certified public accounting firm. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, providing services including private wealth management, institutional advisory, and retirement plan strategies. The firm manages portfolios based on written Investment Policy Statements and employs a range of analytical approaches, with access to alternative investments and private placements.

James Chapman is a financial advisor with Clearwater Capital Partners in Hoffman Estates, IL, holding a Series 65 license and 11 years of industry experience. He has been with Clearwater Capital Partners and its related entities continuously since 2010. In addition to his advisory role, Chapman is involved in the sale of life and long-term care insurance as part of a comprehensive financial plan. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering wealth management, retirement plan advisory, and a wrap-fee investment program. The firm employs a disciplined investment approach based on written Investment Policy Statements and ongoing asset allocation, with access to alternative investments and private placements.

Jacob Clark is a financial advisor at Clearwater Capital Partners with two years of industry experience. He holds a Series 65 designation and previously worked at Tesla Inc and Federated Bank. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as family office management, retirement plan advisory, and discretionary portfolio management based on detailed Investment Policy Statements. The firm employs a blend of fundamental, technical, quantitative, and thematic analysis and manages approximately $1.49 billion in client assets.

Tyler Beachler is a CFA® charterholder with 13 years of industry experience. He is currently with Clearwater Capital Partners, where he has worked since 2012, including a six-year period at LPL Financial. Clearwater Capital Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as family office and private wealth management, institutional advisory, and retirement plan advisory. The firm manages portfolios based on written Investment Policy Statements, utilizing fundamental, technical, quantitative, and thematic analysis, and provides access to alternative investments and private placements.

Braden Maher is a financial advisor at Clearwater Capital Partners in Hoffman Estates, IL, holding a Series 65 designation. He has been with Clearwater Capital Partners since 2024 and has prior work experience across various roles, including positions in education and hospitality. Clearwater Capital Partners advises individuals, including high-net-worth families and family offices, as well as institutional clients. The firm emphasizes portfolio management based on written Investment Policy Statements and uses a combination of fundamental, technical, quantitative, and thematic analysis, offering discretionary management and access to alternative investments and private placements.

Hunter Sims is a financial advisor at Clearwater Capital Partners with five years of industry experience. He holds a Series 65 designation and has held roles at the University of Cambridge Cambridge Centre for Alternative Finance since 2019, where he serves as Associate Director of Business & Operations. He is also involved with Financial Innovation Commons Ltd. and Regulatory Genome Development Ltd., which focus on financial technology and regulatory applications. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering services including private wealth and family office management, institutional advisory, and retirement plan strategies. The firm emphasizes portfolio construction based on written Investment Policy Statements and uses a combination of fundamental, technical, quantitative, and thematic analysis.

Jeffrey Dehaan is a CFP® with 16 years of experience in the financial advisory industry, currently serving at Clearwater Capital Partners. He has been with Clearwater Capital Partners and its affiliates since 2013. In addition to his advisory role, he places insurance products for clients as part of their overall wealth management plans. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as private wealth management, family office support, and retirement plan advisory. The firm emphasizes portfolio management guided by written Investment Policy Statements and employs a mix of fundamental, technical, quantitative, and thematic analysis.

Kevin Rochford is a financial advisor with Clearwater Capital Partners, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Bernstein, Satter Management, and Bessemer Investor Services. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering family office and private wealth management, institutional advisory, and retirement plan services. The firm employs a disciplined investment approach centered on written Investment Policy Statements and utilizes fundamental, technical, quantitative, and thematic analysis.

Carter King is a financial advisor at Clearwater Capital Partners with a Series 65 designation and several years of experience including roles at Ascensus and Royal Valet Tulsa. His background also includes positions in education at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as private wealth management, family office support, and retirement plan advisory. The firm employs a disciplined investment approach based on written Investment Policy Statements and combines fundamental, technical, quantitative, and thematic analysis to manage client portfolios, often on a discretionary basis.