CHICAGO — ORBA Wealth Advisors, providing wealth management for high-net-worth individuals and families, is pleased to announce that Michael Furla, CFA, CFP®, has joined the firm as its new Chief Investment Officer (CIO) and Head of Wealth Advising.
Michael leads the ORBA Wealth Advisors team, ensuring they have the resources needed to meet each client’s unique planning needs. He also is responsible for leading the firm’s portfolio strategies, planning strategies and resources to ensure that clients are receiving custom tax-aware solutions that enhance their goals-based planning needs.
“I am honored to join ORBA Wealth Advisors as its CIO and Head of Wealth Advising. This is an exciting opportunity to work with a team that shares my commitment to excellence and innovation in financial services. I look forward to leveraging my experience to help our clients achieve their financial goals and to contribute to the continued growth and success of the firm.”
Michael’s financial services and entrepreneurial journey have uniquely equipped him to connect with clients, understanding firsthand the complexities of business ownership. This perspective enables Michael to forge meaningful connections with clients, adeptly addressing their unique investment and financial planning needs.
Michael earned a Bachelor of Science in Public Management from Indiana University. He is also a Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®).
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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.