Silvia Cortez: As a Private Wealth Associate on the operations team, Silvia’s primary focus is servicing client accounts, executing client requests and onboarding. She works closely with her team to facilitate workflow and resolve issues to help maintain strong client relationships. Silvia leads the team’s marketing efforts.
Prior to joining the team in 2017, Silvia worked for a logistics company as a lead accountant where she was responsible for the preparation of monthly financial statement and reconciliation. Silvia obtained her BA in Economics in 2015 from Northeastern Illinois University. Silvia currently holds the SIE (Securities Industry Essentials).
Silvia is one of the multilingual members of the team, she is fluent in Spanish. She lives in Chicago and loves to explore the city with her husband and children.