Meet Chloe


Chloe Ober, our Director of Office Administration, loves getting to know each of her team members and each client of Jacob William Advisory. She aims to be a proactive team leader in order to bring about innovation and creative solutions.

An Honors grad from the University of Maryland, College Park, Chloe began her career at Morgan Stanley as an Operations Analyst. At Jacob William Advisory, Chloe has experience with Client Relations and now assists with coordinating the daily workflow of the Firm.

Chloe has always enjoyed people-focused jobs and service projects throughout her life and maintains an active alumni membership of Alpha Phi Omega, the national professional co-ed service fraternity. Outside of work, Chloe can be found traveling, exercising, or spending time with her rescue dog, Constance.


Favorite Food:

Vegan comfort food

Best piece of financial advice I received:

You're never too young to start saving for retirement.

Favorite quote:

Achieve great things through small steps.

If I could meet anyone, past or present, it would be:

Alexandria Ocasio-Cortez

Hidden Talent:


Favorite book:

Minor Feelings: An Asian American Reckoning, by Cathy Park Hong

Favorite movie:

Last Holiday

What motivates me:

My ability to help others

Something on my bucket list:

Build a happy, fulfilling life

Place I’d most like to visit:

South Korea

My biggest accomplishment:

Becoming financially independent

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