Clearwater Capital Partners
Clearwater Capital Partners
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Clearwater Capital Partners: Reflecting on Growth, Values, and the Road Ahead
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting welcomes back John Chapman, Founder, and CEO of Clearwater Capital Partners, to discuss the firm’s evolution and future vision. Chapman shares insights on Clearwater Capital’s strategic growth, operational advancements, and unwavering commitment to excellence in wealth management.
The conversation explores the firm’s core values-where character and competency are essential traits-along with its three primary business areas: Family Office, Private Wealth, and Institutional Advisory Services. Chapman and Sleeting also discuss Clearwater Capital’s organic growth strategy, fiduciary alignment, and the future role of mergers and acquisitions in shaping the firm’s path forward.
To learn more about Clearwater Capital Partners and their growth vision, join the conversation on UA-cam, Apple Podcasts, or Spotify.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and John Chapman are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Переглядів: 115

Відео

Clear Conversations - Entrepreneurial Legacies: Reflecting on 24 Episodes to Ignite Your 2025
Переглядів 106Місяць тому
As we welcome 2025, this special episode of Clear Conversations - Entrepreneurial Legacies offers a moment to reflect and refocus. John Sleeting is joined by Katie Berganske-Frank, Chief Revenue Officer at Clearwater Capital Partners and one of the primary forces behind the podcast’s initial alignment and execution. Together, John and Katie explore the entrepreneurial spirit behind extraordinar...
Clear Conversations: Entrepreneurial Legacies - Valerie Hogan on Wealth, Legacy, and Giving
Переглядів 1102 місяці тому
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP ®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie’s journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management. Drawi...
Clear Conversations: Entrepreneurial Legacies - The Power of Purpose with Melissa Whitaker
Переглядів 933 місяці тому
Join John Sleeting as he welcomes Melissa Whitaker, founder and CEO of Melissa Whitaker International and co-author of two books (Beat the Curve and Pushing to the Front), to explore her holistic approach to consulting, centered on leadership, culture, wellness, and sales training. In this episode, Melissa shares her entrepreneurial journey, guided by bold faith, resilience, and a strong determ...
Clear Conversations - Entrepreneurial Legacies: Corporate to Family Business CEO
Переглядів 964 місяці тому
Join John Sleeting as he welcomes Jae Haas, a CEO and entrepreneur whose diverse business experience offers fresh insights into leadership and family business dynamics. Jae shares his journey from the telecommunications and railroad sectors to becoming a non-family member CEO at Transnational Payments. He reflects on his decision to join the family business, and the lessons learned in building ...
Clear Conversations - Entrepreneurial Legacies: From CFO to CEO with David Saporta
Переглядів 1085 місяців тому
Clear Conversations - Entrepreneurial Legacies: From CFO to CEO with David Saporta
Clear Conversations - Entrepreneurial Legacies: Non-Family CEO in a Family Business
Переглядів 796 місяців тому
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Clear Conversations - Entrepreneurial Legacies Special Edition: 4th Annual Charity Supercar Show
Переглядів 996 місяців тому
Clear Conversations - Entrepreneurial Legacies Special Edition: 4th Annual Charity Supercar Show
Clear Conversations - Entrepreneurial Legacies: Family Office Svcs & Family Wealth Alliance Story
Переглядів 567 місяців тому
Clear Conversations - Entrepreneurial Legacies: Family Office Svcs & Family Wealth Alliance Story
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Переглядів 628 місяців тому
Clear Conversations - Entrepreneurial Legacies: Crafting Tequila, Building Legacy with Lizzy Lopez
Clear Conversations - Entrepreneurial Legacies: Passion Assets- Sameer Naseeruddin & James Chapman
Переглядів 1599 місяців тому
Clear Conversations - Entrepreneurial Legacies: Passion Assets- Sameer Naseeruddin & James Chapman
Clear Conversations - Entrepreneurial Legacies: Stewardship of a Saved Life with Jeff Miller
Переглядів 6810 місяців тому
Clear Conversations - Entrepreneurial Legacies: Stewardship of a Saved Life with Jeff Miller
Clear Conversations - Entrepreneurial Legacies: Garrett Sweigert on the “Currency of Legacy”
Переглядів 7511 місяців тому
Clear Conversations - Entrepreneurial Legacies: Garrett Sweigert on the “Currency of Legacy”
Clear Conversations - Entrepreneurial Legacies: Jeff & Kevin on Strategic Entrepreneurial Planning
Переглядів 106Рік тому
Clear Conversations - Entrepreneurial Legacies: Jeff & Kevin on Strategic Entrepreneurial Planning
Clear Conversations - Entrepreneurial Legacies: Dave Meyer, 3rd Generation of Risk Management
Переглядів 84Рік тому
Clear Conversations - Entrepreneurial Legacies: Dave Meyer, 3rd Generation of Risk Management
Clear Conversations - Entrepreneurial Legacies: John Rinehart & 31 Gospel Patrons
Переглядів 123Рік тому
Clear Conversations - Entrepreneurial Legacies: John Rinehart & 31 Gospel Patrons
Clear Conversations - Entrepreneurial Legacies: Tricia Osolin and The Power of Storytelling
Переглядів 103Рік тому
Clear Conversations - Entrepreneurial Legacies: Tricia Osolin and The Power of Storytelling
Clear Conversations - Entrepreneurial Legacies: The Binning’s on Problem Solving & Intentionality
Переглядів 59Рік тому
Clear Conversations - Entrepreneurial Legacies: The Binning’s on Problem Solving & Intentionality
Clear Conversations - Entrepreneurial Legacies: Heather Larson on Philanthropic Strategies
Переглядів 152Рік тому
Clear Conversations - Entrepreneurial Legacies: Heather Larson on Philanthropic Strategies
Clear Conversations - Entrepreneurial Legacies: Tyler Beachler, Entrepreneurial Lifecycle Investing
Переглядів 119Рік тому
Clear Conversations - Entrepreneurial Legacies: Tyler Beachler, Entrepreneurial Lifecycle Investing
Clear Conversations - Entrepreneurial Legacies: Jim Kandilas on Private Equity
Переглядів 87Рік тому
Clear Conversations - Entrepreneurial Legacies: Jim Kandilas on Private Equity
Clear Conversations - Entrepreneurial Legacies: John and Stacey Pitzaferro on The Journey
Переглядів 218Рік тому
Clear Conversations - Entrepreneurial Legacies: John and Stacey Pitzaferro on The Journey
Clear Conversations - Entrepreneurial Legacies: Joe Pringle on Navigating Legacy as 5th Generation
Переглядів 105Рік тому
Clear Conversations - Entrepreneurial Legacies: Joe Pringle on Navigating Legacy as 5th Generation
Clear Conversations-Entrepreneurial Legacies: Terrance Wallace Empowering Youth, Driving Innovations
Переглядів 1,5 тис.Рік тому
Clear Conversations-Entrepreneurial Legacies: Terrance Wallace Empowering Youth, Driving Innovations
Clear Conversations - Entrepreneurial Legacies: Kenny Cox on Interdependence
Переглядів 140Рік тому
Clear Conversations - Entrepreneurial Legacies: Kenny Cox on Interdependence
Clear Conversations - Entrepreneurial Legacies Introduction
Переглядів 77Рік тому
Clear Conversations - Entrepreneurial Legacies Introduction
Clear Conversations - Entrepreneurial Legacies: John Chapman's Inspirational Path
Переглядів 309Рік тому
Clear Conversations - Entrepreneurial Legacies: John Chapman's Inspirational Path

КОМЕНТАРІ

  • @pyfang6699
    @pyfang6699 7 місяців тому

    Loved the event very cool seeing two buggatis

  • @pyfang6699
    @pyfang6699 7 місяців тому

    awesome

  • @KyleSulkar
    @KyleSulkar 9 місяців тому

    Fantastic conversation! Looking forward to future episodes.