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James Chapman

Investor

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

Greater Chicago Area

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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 — presentHoffman Estates, IL
  2. West Suburban BankVice President / Chief Consumer Loan Officer2013 — 2014Aurora, IL
  3. West Suburban BankVP, Mortgage Lending and Loan Servicing2009 — 2013Aurora, IL
  4. Shamrock Bancorp, Inc.President, Owner1995 — 2009Downers Grove, IL
  5. Badger CapitalPresident, Owner1989 — 1995Roselle, IL

Skills & more

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

From James's professional profile.

Colleagues at Clearwater Capital Partners

Andrea L. Patterson
Operations Specialist at Clearwater Capital Partners
Carter R. King
Retirement Plan Consultant at Clearwater Capital Partners
Conor A. Durkin
Financial Planner at Clearwater Capital Partners
Danuta Garb
Assistant Controller at Clearwater Capital Partners
Greg Davis
Senior Partner / Senior Wealth Advisor at Clearwater Capital Partners
Hayley E. Holmes
Communications and Marketing Specialist at Clearwater Capital Partners
Hunter Sims
Global Wealth Strategist at Clearwater Capital Partners
Jacob M. Clark
Wealth Advisor, Family Office Services 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