James Pellino, CPA
Chief Operating Officer
jpellino@orbawealthadvisors.com
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.
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.
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.
- Series 65 Uniform Investment Adviser Law Examination
- Certified Public Accountant
- 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).
