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John W. Sleeting

Managing Partner – Family Office Services

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Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®

Director – Institutional Advisory Services

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

Rocky A. Byrd promoted to Senior Portfolio Analyst

April 3, 2023

Hoffman Estates, IL – Clearwater Capital Partners is proud to announce the promotion of Rocky A. Byrd Jr. to the role of Senior Portfolio Analyst. With his exceptional analytical skills ad problem-solving abilities, Rocky has demonstrated his value to the firm during his impressive four-year tenure.

Rocky has taken his expertise to the next level by earning the CIMA® designation and working towards the highly regarded CFA® designation. This commitment to continuing education has made him an invaluable asset to the firm’s investment research, development, and execution efforts.

Since Rocky has been at the firm, Clearwater Capital Partners has seen significant improvements in its portfolio management capacity, achieving record-breaking volume in recent years. We have no doubt that Rocky’s elevated role will further strengthen our capabilities, positioning us for even greater success in the future.

“I am eager to take on this new challenge and continue contributing to the growth and success of Clearwater Capital Partners,” said Rocky. “Working alongside such a talented team, I am confident that we will continue delivering top-notch portfolio management capabilities to our clients.”

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.

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