Profile
Jeffrey DeHaan serves as managing partner of Clearwater Capital Partners’ Private Wealth Group. He is also a voting member of the firm’s Investment Policy Committee, where his insights and perspectives help shape the firm’s investment strategies.
As Clearwater’s longest tenured employee, DeHaan primarily works with a select group of successful business owners and professionals, along with their families, to achieve their unique visions of their financial futures. Focusing on the interdependence between portfolio management, retirement planning, gift planning, estate planning, and risk management, he endeavors to give his clients a clear path to their goals and a solid framework for decision-making.
Additionally, DeHaan serves on the firm’s board of directors, operating committee, and as the firm’s chief compliance officer. In 2021, he was recognized as a “40 Under 40” honoree by InvestmentNews, reflecting his achievements in the wealth management industry.
DeHaan also received the Family Wealth Alliance’s Young Professionals Award in 2022 in recognition of his success and contributions to the industry. He was an InvestmentNews Hot List member in 2024 and 2025 as well as a Top Advisor in 2025 and 2026.
2800 W Higgins Rd, Suite 1025, Hoffman Estates, IL 60169
847 841 8650
jeff.dehaan@ccpwealth.com
linkedin.com/in/jeffdehaancfp
ccpwealth.com
Jeffrey DeHaan
Managing Partner, Private Wealth Management
Clearwater Capital Partners
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
2008– 2010
2013
2014
2018– 2019
2021–2025
Intern to Wealth Advisor: Beginning the Clearwater Journey
2008: Began his career in wealth management as an intern at Clearwater Capital Partners, helping to create the foundational systems for the organization. During this time, he earned his Accredited Wealth Management Advisor ℠ (AWMA®) certification and obtained his Series 65 License.
2010: Officially joined Clearwater as a wealth advisor, marking the next phase of his professional journey within the firm.
2008– 2010
Senior Wealth Advisor and Chief Compliance Officer
His growing expertise and leadership were recognized with two major career advancements. He was promoted to senior wealth advisor, reflecting his expanded role in client advisory. Shortly after, he took on the role of chief compliance officer, underscoring his commitment to regulatory standards and compliance oversight.
Recognized by the McHenry County Business Journal in the “McHenry County Best Under 40” list for his professional achievements and civic contributions to his community
2013
Obtained the Certified Financial Planner® (CFP®) certification, solidifying his expertise in financial planning, an essential career milestone that enhanced his ability to guide clients effectively
2014
2018: Named to the Edgar Fellows Class, marking him as an emerging leader within Illinois 2019: Selected participant at Wharton School Executive Education; completed an executive course in client psychology at The Wharton School, a collaboration between Wharton and the CFP Board, enhancing his skills in client-centered financial advising
2019: Became a partner at Clearwater Capital Partners, reinforcing his influence and commitment to the firm’s growth and strategic direction
2018– 2019
2021: Included in InvestmentNews “40 Under 40” list, honoring his contributions to the wealth management industry
2022: Received the Young Professional Award by Family Wealth Alliance, which recognized his impact and dedication to the wealth management field
2024: Managing Partner of Private Wealth Practice Area In this role, he oversees strategic initiatives and actively mentors the advisor team to ensure exceptional client service. He continues to refine Clearwater Capital’s offerings, strengthening the firm’s ability to meet the unique needs of high-net-worth clients. Named in the Hot List 2024 by InvestmentNews 2025: Honored on the Hot List and Top Advisor lists
2021–2025
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
