John E. Chapman Chief Executive Officer
Hoffman Estates, IL — Clearwater Capital Partners has released an on-demand recording of a live market and economic update delivered by John Chapman, Chief Investment Strategist and Chief Executive Officer, following the conclusion of its multi-venue 2026 Symposium Series. The presentation, available here, offers a clear, candid perspective on the current investment landscape, the forces currently shaping markets, and what may lie ahead, providing investors and families with timely context amid a complex environment.
The Symposium Series, hosted across three venues and marked by full attendance and strong engagement, brought clients, families, and partners together for a powerful blend of reflection and forward-looking insight. The events served as both a celebration and a strategic touchpoint, commemorating 20 years of Clearwater’s evolution while reinforcing the firm’s enduring commitment to client relationships, disciplined growth, and fiduciary excellence.
Across all three venues, Chapman’s update served as the cornerstone of the agenda and offered a comprehensive assessment of where markets and the economy stand today, the forces currently shaping them, and the firm’s views heading into the second half of the year. His remarks were designed to equip attendees with practical context and perspective as they consider how to position portfolios for resilience while still pursuing growth.
“Investors are making decisions in an environment that can feel uncertain and crowded with information,” said John Chapman, Chief Investment Strategist and Chief Executive Officer of Clearwater Capital Partners. “This presentation reflects the full depth of our current thinking on the economy, markets, and the opportunities and risks ahead, and our focus is on helping families make disciplined, long-term decisions rather than reacting to every headline.”
A highlight of the series was a compelling retrospective led by Katie Berganske, Chief Revenue Officer, who shared an intimate look at Clearwater’s journey, from its early foundations to the intentional decisions that shaped its growth. Her remarks underscored the convictions that have remained constant over two decades: a client-first philosophy, thoughtful stewardship, and a belief in long-term partnership over short-term gain. Clients, families, and trusted partners were offered a clear snapshot of where Clearwater stands today and a powerful reminder that as the firm moves into its next 20 years, its trajectory is defined by the clients and relationships it has the privilege to serve.
The symposium also marked the introduction of Kevin Rochford, the newest addition to the Clearwater team and Director of Family Office Services. With more than 30 years of experience in the wealth management industry and on Wall Street, Rochford brings a depth of market perspective and relationship-driven leadership that aligns closely with Clearwater’s values. In his remarks, he shared key lessons from his three-decade career, the values that have guided his work with families, and the reasons he chose Clearwater, emphasizing a shared commitment to trust, integrity, and multi-generational success.
The energy and engagement throughout the series reinforced the strength of Clearwater’s community and the value of bringing clients and partners together for shared learning and connection.
To extend the impact of the Symposium Series, Clearwater Capital Partners is making each presentation available to the broader community, including the 20-year history overview, insights from the newly appointed Director of Family Office Services, and the recorded keynote update from John Chapman, offering a deeper look into the themes discussed and providing access to the firm’s latest market insights.
Entering its third decade, Clearwater Capital Partners continues to build on the foundation that has defined its first 20 years: meaningful client relationships, disciplined guidance, and a forward-looking vision grounded in experience and conviction.
For access to the recorded market and economic update and other presentations from the Symposium Series, please visit here or contact Clearwater Capital Partners directly.
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