James Pellino, CPA

James Pellino, CPA
Chief Operating Officer

P 312.670.6263 | F 312.858.5950

James Pellino brings more than 10 years of financial expertise to ORBA Wealth Advisors. His client portfolio includes professionals in the manufacturing, restaurant, private equity, construction and professional service industries. James possesses a diverse skillset, including a deep knowledge of accounting, employee benefit plans, entity formation and structuring, and investment advisory.

His expertise as both a certified public accountant and investment advisor allows him to be fully immersed in the financial well-being of his clients—from understanding and mitigating his clients’ tax liabilities, to educating them on investment practices and asset allocation planning.

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Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

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seminars & events

7.30.20 10:00am - 10:45am

Politics in America

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Forward Thinking
Forward Thinking