Loxahatchee Capital Welcomes Andrea L. Cording as New Director of Operations

Loxahatchee Capital Welcomes Andrea L. Cording as Director of Operations

In a strategic move designed to strengthen its leadership and operational capabilities, Loxahatchee Capital, a boutique multi-family office based in Tequesta, Florida, has appointed Andrea L. Cording as its new Director of Operations. With a substantial portfolio of $1.4 billion in assets under management, the firm has positioned itself to expand and enhance its service offerings for high-net-worth families and charitable foundations.

A Strategic Vision for Growth

Cording's role at Loxahatchee Capital encompasses a wide range of responsibilities including strategic planning, recruitment, marketing initiatives, and building the operational framework necessary to support the firm’s ambitious growth objectives. Her appointment signals a strong commitment to delivering an exceptional level of service to clients and advisors, a core value that underpins Loxahatchee Capital’s operational ethos.

Andrew J. Plum, Managing Partner and Head of the Investment Committee, expressed enthusiasm about Cording’s integration into the team. “The success and quality of a firm is ultimately a reflection of the people behind it,” he stated. “Andrea brings deep operational expertise and institutional knowledge that is critical for our continued growth.” Plum’s remarks highlight the confidence Loxahatchee Capital has in Cording’s ability to enhance the firm's value proposition.

A Proven Track Record

Before joining Loxahatchee Capital, Cording held an integral role at UBS as a Business Analyst for the Florida Market, overseeing 280 advisors across 34 different offices, which collectively managed over $100 billion in assets. During her tenure at UBS, she was instrumental in driving operational efficiencies and leading significant business initiatives. Her experience spans client services, private wealth management, and market operations, underlining her ability to navigate and thrive in complex financial landscapes.

Commenting on her new role, Cording stated, “I am thrilled to join Loxahatchee Capital and hit the ground running with Andrew and the team. What drew me here is the firm's deep commitment to its clients, and I look forward to building those relationships.” This statement reflects her eagerness to contribute to the firm's mission and maintain the high standards that have defined Loxahatchee Capital from its inception.

Commitment to Excellence

For over 30 years, Loxahatchee Capital has distinguished itself by providing ultra-high-net-worth families and charitable organizations with institutional-quality wealth management and family office services. The firm has successfully guided its clients through some of the most challenging periods in financial history, emphasizing clarity, discretion, and conviction in its advisory services.

Cording holds a Bachelor of Business Administration in Finance from Florida Atlantic University and has acquired multiple licenses that include the FINRA Series 7, 66, 9/10, as well as Life, Health, and Variable Annuity licenses. Her impressive credentials further bolster Loxahatchee Capital's reputation as a leader within the financial services industry.

Looking Ahead

As Loxahatchee Capital embarks on this new chapter with Andrea L. Cording steering day-to-day operations, the firm aims to establish itself as the preferred destination for top-tier financial advisors and teams. This strategic hire not only adds to the firm's talent pool but also enhances its operational infrastructure, ensuring that client services are unparalleled at every level.

In conclusion, Andrea Cording's appointment as Director of Operations represents a forward-looking strategy that positions Loxahatchee Capital for sustained growth and continued excellence in the financial sector. With her leadership, the firm is well-poised to achieve its objectives and maintain its commitment to providing exceptional service.