Speak with a Partner

content-image

John W. Sleeting

Managing Partner – Family Office Services

Start a Conversation

content-image

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

Director – Institutional Advisory Services

Speak with a Partner

content-image

Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

content-image

Katie L. Berganske-Frank

Chief Revenue Officer

“We serve as a trusted partner for those navigating the creation, sustainability, and protection of wealth. Our commitment extends to fostering positive client outcomes, empowering employee success, and enhancing our brand through every interaction.”

Katie L. Berganske-Frank

Professional Biography

Katie Berganske-Frank is the Chief Revenue Officer of Clearwater Capital Partners and the first female executive member of the firm’s Operating Committee.

In her position as Chief Revenue Officer, Katie plays a pivotal role directly guiding Clearwater’s long-term growth strategies. She is responsible for the development and implementation of the firm’s business development initiatives, client experience standards, and directing the firm’s brand messaging across all channels.

Academic Studies

Illinois State University – Business Administration (B.A.) – Business & Marketing
University of Western England – European Business History, Ethics, and Practices
MEDDIC Academy – Business Development Certification

Recognitions

Village of Schaumburg – Volunteer of the Year nomination (2024)
Daily Herald – Influential Women in Business (2022)
Schaumburg Business Association – Woman of the Year (2022)
Schaumburg Business Association – Leader of the Year (2020)
Schaumburg Business Association – Volunteer of the Year (2012)

Affiliations & Service

Family Wealth Alliance CXM Roundtable – Member
Family Wealth Alliance – Fall Forum Co-Chair
District 54 Foundation – Trustee/ Board Member
Clearwater Capital Foundation – Board Member
Schaumburg Business Association – Former Board Member (2 terms)
Schaumburg Business Association – Ambassador Committee
Nonprofit Alliance – Founder & Chairperson
Harper College – Student Mentor Program
Schaumburg Business Association – C&C Speaking Mentor
Schaumburg Women Alliance Group – Member
Northern Illinois Human Resource Council – Member

Thought Leadership

Women Beyond Wealth
In July, I had the opportunity to attend the Family Wealth Alliance’s (FWA) Women’s Summit held in Boston—an event dedicated to "Elevating Women in...
+ read more

Media

Explore the industry spotlight features with Katie L. Berganske-Frank.

content-image

Clear Conversations – Entrepreneurial Legacies

As we welcome 2025, this special episode of Clear Conversations – Entrepreneurial Legacies offers a moment to reflect and refocus. Host John Sleeting is joined by Katie Berganske-Frank, Chief Revenue Officer at Clearwater Capital Partners and one of the primary forces behind the podcast’s initial alignment and execution.

Disclosure:

No compensation was exchanged for John Sleeting, Katie Berganske-Frank, and James Chapman’s contributions to the following FWA, Alliance Talks Series. Each of these individuals are employees of Clearwater Capital Partners. Opinions expressed by all other contributors/participants (whether in the past or in the future) are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

view podcast

content-image

Alliance Talks - Family Wealth Alliance

Katie L. Berganske-Frank appeared as a guest and panelist on Family Wealth. Watch insights from the Voice of the Client Survey.

Disclosure:

No compensation was exchanged for John Sleeting, Katie Berganske-Frank, and James Chapman’s contributions to the following FWA, Alliance Talks Series. Each of these individuals are employees of Clearwater Capital Partners. Opinions expressed by all other contributors/participants (whether in the past or in the future) are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

watch video

content-image

Delivering Exceptional Client Experience

Katie served as a panelist at the Family Wealth Alliance’s Fall Forum on “Delivering Exceptional Client Experience,” where she shared insights and stories on fostering deep client relationships, personalizing services, and creating impactful moments in the client journey.

Disclosure:

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, John Chapman, Katie Berganske, James Chapman, Melissa Dailey-Newman, Valerie Hogan, and Greg Davis are employees of Clearwater Capital Partners.

Darrel Saldanha and Fellowship Housing are clients of Clearwater Capital Partners. Kyle Sulkar, Bob Berk, Kris Salyards, Cesar Marin, Chris Biggs, Heather Corins, and Samantha Elston are not clients of Clearwater Capital Partners. No compensation was provided to these individuals in exchange for their participation or comments.

All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners.

Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

watch video

content-image

Entrepreneurial Legacies Special Edition

4th Annual Charity Supercar Show

Join John Sleeting for a special edition of the Entrepreneurial Legacies Podcast as we dive into the excitement and community spirit of the Clearwater Capital Foundation’s 4th Annual Charity Super Car Show. This episode shines a light on the power of community impact and support, featuring conversations with passionate entrepreneurs and dedicated community leaders.

Disclosure:

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, John Chapman, Katie Berganske, James Chapman, Melissa Dailey-Newman, Valerie Hogan, and Greg Davis are employees of Clearwater Capital Partners.

Darrel Saldanha and Fellowship Housing are clients of Clearwater Capital Partners. Kyle Sulkar, Bob Berk, Kris Salyards, Cesar Marin, Chris Biggs, Heather Corins, and Samantha Elston are not clients of Clearwater Capital Partners. No compensation was provided to these individuals in exchange for their participation or comments.

All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners.

Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

watch video

← Back To Team Page