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John E. Chapman

Investor

Chief Executive Officer at Clearwater Capital Partners

Palatine, Illinois, United States

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About

Founder of Clearwater Capital Partners, which he established in 2006 after leaving the traditional Wall Street model to build an independent, fiduciary-focused advisory firm.

Experience

  1. Clearwater Capital PartnersChief Executive Officer / Chief Investment Strategistcurrent2006 — presentHoffman Estates, IL
  2. Advocate Sherman HospitalBoard Member2013 — 2019
  3. RBC Dain RauscherManaging Director - Senior Vice President2003 — 2005Boston, MA
  4. Wachovia SecuritiesSenior Vice President - Director of Professional Development1996 — 2003Richmond, VA
  5. Chase Manahattan Investment ServicesNational Sales Manager - Director of Consulting Services1992 — 1996New York, NY
  6. Prudential FinancialVice President - Assistant Branch Manager1987 — 1992Schaumburg, IL
  7. Merrill LynchFinancial Advisor1984 — 1987Barrington, IL
  8. Merrill LynchIntern1982 — 1984Northbrook, IL

Skills & more

  • Certificate in Portfolio Management — Investment Management Consultants Association
  • Certificate in Portfolio Management — IMCA Advance Strategist Program
  • Strategic Sales Certificate — University of Chicago’s Graduate School of Business
  • Executive Leadership Program — University of Chicago’s Graduate School of Business
  • Certificate in Retirement Management — Boston University's Center for Professional Education
  • Accredited Investment Fiduciary (AIF) — Center for Fiduciary Studies / University of Pittsburgh Joseph M. Katz Graduate School of Business
  • Securities Industry Association Leadership Institute — Securities Industry Association / The Wharton School
  • Certified Investment Management Analyst (CIMA) — Investment Management Consultants Association (IMCA) / The Wharton School

From John'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 John E. Chapman?
Founder of Clearwater Capital Partners, which he established in 2006 after leaving the traditional Wall Street model to build an independent, fiduciary-focused advisory firm.
Where does John E. Chapman work?
John E. Chapman is Chief Executive Officer at Clearwater Capital Partners.
Where did John E. Chapman go to school?
John E. Chapman studied at The Wharton School, University of Pennsylvania (Securities Industry Institute, Investments and Securities); University of Illinois Urbana-Champaign (Finance).

Same school

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