Orlando Ibarra

Orlando joined Covenant Trust in November 2022 as an Associate Trust Administrator, where he supported Trust and IRA Administrators with a wide range of responsibilities, including account management, transaction processing, death administration, account openings and closings, and tax reporting.

Demonstrating a strong commitment to professional growth, Orlando focused his development on IRA administration and, in September 2024, earned the Certified IRA Specialist 1 (CIS 1) designation. This certification highlights his expertise in IRA account setup, contributions, distributions, federal tax withholding, and basic tax reporting. Now serving as an IRA Administrator, he is dedicated to providing excellent service to Covenant Trust clients.

Orlando has 10 years of experience in the financial services industry. Most recently, he was with Millennium Trust Company, where he worked as a Client Service Representative before being promoted to Transaction Service Administrator, handling many types of qualified plans and IRAs while ensuring a high level of customer service. He has also held positions at Cole Taylor Bank as a Personal Banker and at PNC Bank as a Customer Service Associate.

Orlando is fluent in Spanish. He graduated from Wright College in Chicago, earning a degree in Business Management. He lives in Chicago with his wife, Denise, and they enjoy taking long walks in the city parks with their two dogs.