04/20/2021
Katie Berganske-Frank Joins Clearwater Capital partners
Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that Katie Berganske-Frank has joined the Clearwater Capital Team. Katie joins the team as the Director of Business Development and Brand Management.
Katie brings nearly 20 years of successful business development and marketing strategy. Her last 10 years in the human capital management space offers her a unique perspective of the needs that exist for HR when trying to elevate the employee experience.
“When we first encountered Katie we knew she was someone we could see one day fitting into our organization. Her contagious enthusiasm, ability to cultivate partnerships, and willingness to take on new challenges was apparent. Katie has hit the ground running and we could not be happier to have her on board” said John Chapman, CEO of Clearwater Capital.
In her role at Clearwater Capital Katie is responsible for extending the reach of the Clearwater Capital Partners brand by cultivating new relationships with partners and future clients. In addition, Katie will also be responsible for driving brand strategy. She will work directly with both the Institutional Advisory Services Division and the Private Client Advisory practice in her role.
“I’m excited to be a part of such an impressive organization like Clearwater Capital Partners. My entire professional career has been mission-purposed. Can the solutions I am offering deliver a better experience, help a person, or a company to have a better future? For me, the answer always must be yes. At Clearwater Capital, clients receive that expertise and guidance they deserve with a white-gloved service approach” said Katie.
To read Katie’s full biography, please click HERE
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.