As a Private Wealth Analyst at ORBA Wealth Advisors, Alexandra is responsible for managing the group’s relationships with all investors, as well as implementing strategic initiatives to ensure steady and continuous process improvement.
As a Private Wealth Analyst at ORBA Wealth Advisors, Alexandra is responsible for managing the group’s relationships with all investors, as well as implementing strategic initiatives to ensure steady and continuous process improvement.
Alexandra brings experience in the areas of private wealth management, risk management and corporate cash management. She enjoys working directly with clients and advisors with operational requests and transactional support.
In addition to overseeing day-to-day business operations, she is the client coordinator who supports our valued client relationships. She strives to deliver memorable, personalized service to each client and is committed to exceeding client expectations.
Alexandra is originally from Kansas City and has lived in Chicago for the past 6 years with her husband, two cats and a dog. Outside of the office, you can find her spending time with friends and family and walking her dog alongside the lake. She also enjoys traveling, golfing and taking advantage of Chicago’s food scene.
- Masters in Finance, IE Business School
- B.S., Southern Methodist University
Alexandra Coquoz Featured in Crain’s People on the Move
Alexandra Coquoz is featured in Crain’s Chicago Business’ People on the Move newsletter. Crain’s People on the Move highlights professionals undergoing Chicago-area job changes, promotions and board appointments. The Crain’s profile is below:
Various Media – ORBA Wealth Advisors Announces Launch
ORBA Wealth Advisors, LLC was recently mentioned in the media for announcing the official launch of the firm. Reporting media include PR Newswire, Verdict, Wealth Adviser, Market Place and Townhall Finance. Click here to view the press release.
ORBA Announces the Launch of Wealth Advisory Subsidiary, ORBA Wealth Advisors, LLC
Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is pleased to announce the opening of its new wealth advisory subsidiary, ORBA Wealth Advisors, LLC, an Independent Registered Investment Advisor (RIA).