As the firm’s Chief Operating Officer, Jim Pellino brings more than ten years of financial expertise to ORBA Wealth Advisors. His client portfolio includes professionals in the manufacturing, restaurant, private equity, construction and professional service industries. Jim possesses a diverse skillset, including a deep knowledge of accounting, employee benefit plans, entity formation and structuring, and investment advisory.
As the firm’s Chief Operating Officer, Jim Pellino brings more than ten years of financial expertise to ORBA Wealth Advisors. His client portfolio includes professionals in the manufacturing, restaurant, private equity, construction and professional service industries. Jim possesses a diverse skillset, including a deep knowledge of accounting, employee benefit plans, entity formation and structuring, and investment advisory.
Jim takes a proactive approach to his business. He believes that on-going communication with his clients is essential and allows him to provide the best value. With this enhanced communication, Jim is able to find solutions to his clients’ problems that others would not. Jim views every engagement as a team effort and is personally vested in his clients’ successes.
Jim believes opportunities present themselves in every situation, whether business or personal. In his free time, you can find Jim running on the lake shore or at one of the great Chicago restaurants spending time with his family and friends.
- Certified Public Accountant
- Series 65 Uniform Investment Adviser Law Examination
- American Institute of Certified Public Accountants
- Illinois CPA Society
- B.S., Accountancy, University of Illinois at Urbana-Champaign
- M.S., Accountancy, University of Illinois at Urbana-Champaign
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).