Kevin Joseph Rochford

Employer firm

Clearwater Capital Partners CRD 139886

$1.68B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 08/2018
  Bessemer Investor Services, Inc.
  Chicago, IL
• 09/2019 → 12/2022
  Satter Management
  Chicago, IL
• 09/2018 → 09/2019
  Unemployed
  Hi Ago, IL
• 01/2023 → 07/2025
  Bernstein
  Chicago, IL
• 07/2025 → 01/2026
  Unemployed
  Chicago, IL
• 01/2026 → Present
  Clearwater Capital Partners
  Hoffman Estates, IL

Previous Registrations

• 2023-04-25 → 2025-07-01
  Alliancebernstein L.P.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-02-08
• S63 Uniform Securities Agent State Law Examination
  2001-08-28