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

Kevin G. Carani, CRPS®

Director of Retirement Plan Services

“We collaborate with business owners and plan sponsors to craft intelligent, tailored retirement plans that are built on world-class insights. Together, we create strategies that not only secure financial futures but also empower organizations and their people to thrive.”

Kevin G. Carani, CRPS®

Focus Clients

Institutional Retirement Committees, Non-Profit Boards, C-Suite Executives, Business Owners

Specializing In

Institutional Advisory:
Fiduciary risk management and best practices
Plan governance processes and procedures
Defined contribution plan design and compliance oversight
Employee retirement education
Retirement plan investment due diligence

Professional Biography

Kevin G. Carani, is the Director of Retirement Plan Services for Clearwater Capital Partners. As a Chartered Retirement Plans Specialist ℠, CRPS®, with over 30 years of experience in the financial services industry, Kevin brings a unique perspective to the wealth management industry. His primary focus with Clearwater Capital is to bring a high level of expertise to the design and management of corporate retirement plans, (both qualified and non-qualified) educating plan sponsors on fiduciary responsibility and helping develop plans that add value to business owners and plan participants.

Academic Studies

Bradley University, Bachelors of Science (B.S.), Finance
Northern Illinois University, Masters of Business Administration (MBA)
College for Financial Planning – Chartered Retirement Plans Specialist ℠, (CRPS®)
Fi360- A Broadridge Financial Solutions Company – Accredited Investment Fiduciary (AIF®)

Affiliations & Service

Northern Illinois Human Resource Council – Member
Schaumburg Business Association – Member

← Back To Team Page