John Ellis, QKA®

Before joining Clearwater Capital Partners, John spent 21 years at First American Bank, where he held roles such as Vice President Retirement Plan Consultant, and Employee Benefits Recordkeeping and Administration Manager. His experience in these positions has honed his ability to guide organizations through complex regulatory landscapes and build strong, lasting client relationships.

John earned his Bachelor’s degree in Finance with a minor in Economics from Western Illinois University. He also holds the Qualified 401(k) Administrator (QKA) credential, a mark of his deep understanding and proficiency in managing the complexities of retirement plan administration.

John spent his childhood years in the Illinois south suburb of Oak Lawn and often traveled to Greece and Puerto Rico to visit family. For the past 27 years, he has resided in the northwest suburbs of Illinois with his wife, Helen, and their two young adult children. Outside of work, John enjoys spending time with his family, traveling, taking walks with his wife, and staying active.