10/30/2024
Karie M. OConnor Recognized as One of NAPA's Top Women of Excellence for 2024
Hoffman Estates, IL – Clearwater Capital Partners is delighted to announce that Karie M. OConnor has been recognized as one of the National Association of Plan Advisors' (NAPA) Top Women of Excellence for 2024. This esteemed accolade highlights Karie’s exceptional contributions to the retirement industry and her dedication to advancing the financial security of millions of Americans.
The selection process for this recognition is rigorous, beginning with nominations in May, followed by a thorough voting process in September, and concluding with the announcement of winners in October. Clearwater Capital Partners extends its gratitude to the panel of judges, NAPA Firm Partners, and the hundreds of nominees whose efforts continue to inspire and drive the retirement industry forward.
In celebration of her achievements, Karie will join other distinguished advisors at the 2025 NAPA 401(k) Summit, to be held from April 28-30 at the newly opened Fontainebleau Las Vegas. This premier event will feature a special VIP gathering honoring the 2024 Top Women of Excellence recipients, recognizing the outstanding impact of these professionals on retirement plan advising.
Congratulations to Karie M. OConnor and all the remarkable women recognized for their excellence, their dedication to the industry, and, above all, their commitment to securing a brighter financial future for millions of Americans.
About The National Association of Plan Advisors (NAPA)
The National Association of Plan Advisors (NAPA), an affiliate of the American Retirement Association, serves over 20,000 members and is dedicated to enhancing retirement security and transparency, providing members with advocacy, networking, and essential business intelligence to foster industry excellence.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, Independent Registered Investment Advisor (RIA). The firm provides Multi-Family offices and comprehensive wealth management services to successful individuals and families. The firm’s Retirement Plan Solutions group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans.
20241030 - 2