Fundraising Fox

James Chapman

Investor

Partner / Chief Innovation Officer / Senior Wealth Advisor at Clearwater Capital Partners

Greater Chicago Area

Find your path to James

106 people in our graph share verified history with James β€” schools, employers, funds. One of them is your warm intro.

Michelle RuizunlockedJames: together at Northern Illinois University (1995–1996)
Γ—9James: together at Northern Illinois University
James: together at Clearwater Capital Partners
James: together at Bradley University

About

Contributes perspective on comprehensive planning, innovation, technology, and the needs of the next generation of families.

Experience

  1. Clearwater Capital PartnersDirector of Institutional Advisory Servicescurrent2014 β€” presentHoffman Estates, IL
  2. West Suburban BankVice President / Chief Consumer Loan Officer2013 β€” 2014Aurora, IL
  3. West Suburban BankVP, Mortgage Lending and Loan Servicing2009 β€” 2013Aurora, IL
  4. Shamrock Bancorp, Inc.President, Owner1995 β€” 2009Downers Grove, IL
  5. Badger CapitalPresident, Owner1989 β€” 1995Roselle, IL

Skills & more

Retirement Plan ConsultingQualified Retirement PlansRetirement PlanningBankingCreditFinanceOperations ManagementLoan OriginationCredit AnalysisConsumer LendingMortgage Lending
  • Chartered Retirement Plan Specialist β€” College for Financial Planning

From James's professional profile.

Colleagues at Clearwater Capital Partners

Frequently asked questions

Who is James Chapman?
Contributes perspective on comprehensive planning, innovation, technology, and the needs of the next generation of families.
Where does James Chapman work?
James Chapman is Partner / Chief Innovation Officer / Senior Wealth Advisor at Clearwater Capital Partners.
Where did James Chapman go to school?
James Chapman studied at Northern Illinois University (Master of Business Administration (MBA)); Bradley University (Bachelor of Science, Finance).

Same school