CHICAGO — ORBA Wealth Advisors, providing wealth management for high-net-worth individuals and families, is pleased to announce the appointment of Collin Woulfe as its new Private Client Associate.
Collin works with the ORBA Wealth Advisors team on the portfolio buildout process. Leveraging his understanding of market trends and their impacts, he conducts thorough research into past and present market behaviors, providing invaluable insights for enhancing client experiences.
He earned a Bachelor of Business Administration in Finance from Saint Xavier University.
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ORBA Wealth Advisors helps high-achieving individuals and families make and implement smart, confident, future-focused decisions about their wealth with the highest levels of personal attention, uncomplicated fees and added value at every step of the relationship. We focus on helping our clients achieve more control and confidence over their financial life. For more information or to subscribe to our blogs, visit www.orbawealthadvisors.com. Connect with us on LinkedIn.