04/01/2024

Katie Berganske-Frank - Guiding Leadership in Finance and Community Empowerment

In the dynamic realm of finance and life, Katie Berganske-Frank embodies guidance and empowerment. As the Chief Revenue Officer of Clearwater Capital Partners, she holds the distinction of being the first female executive member of the firm’s Operating Committee and champions a profound commitment to our firms’ purpose where “We exist to inspire and empower our clients to live with confidence, joy, and a spirit of abundance”.

With over two decades of experience in business development and marketing, Katie's leadership extends beyond traditional roles. She spearheads the firm’s brand direction, curates new client experience standards in wealth management, and is growing a team dedicated to executing on client-focused strategies.

Central to Katie’s mission is the unwavering belief in creating profound transformations for our clients and their families. “Our commitment to inclusivity is paramount,' Katie affirms. 'Every individual within a family deserves access to the expertise and resources that empower them to cultivate unwavering financial confidence, unlocking doors to the futures they dream of.”

Katie's commitment to community engagement sets her apart. Serving on the District 54 Foundation board and the Clearwater Capital Foundation committee, she embodies the ethos of community give-back. Recently nominated for the Village of Schaumburg’s Volunteer of the Year, Katie’s dedication to her professional work and her community service is evident.

Motivated by her personal journey with wealth, Katie is driven by a passion to amplify women’s voices, influence, and control over their financial futures. Her advocacy seeks to provide women with the resources and support needed to navigate their wealth journey with confidence and autonomy, while also fostering an environment within the firm where women colleagues can thrive in their respective roles. This commitment to empowering women extends beyond her role at Clearwater Capital Partners, as she actively supports initiatives and organizations dedicated to women's advancement and financial empowerment. It's this spirit and dedication that has earned her past recognition as an Influential Woman in Business by the Daily Herald.

An alumna of Illinois State University, where she graduated with a degree in Business Management, Katie resides in Schaumburg, finding joy in spending time with her husband and kids, attending their various activities, and takes pride in witnessing their journey through life.

Katie is more than a corporate leader; she is a compassionate advocate, mentor, and catalyst for positive change. Her dedication to service, empowerment, and community impact inspires us all to strive for a better, more inclusive future.

Click here to read the full biography for Katie Berganske-Frank.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA).  The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Client Practice.  The firm’s Corporate Solutions Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/