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

01.21.19

Alexandra Coquoz Featured in Crain’s People on the Move
Alexandra Coquoz is featured in Crain's Chicago Business'  People on the Move newsletter. Crain's People on the Move highlights professionals undergoing Chicago-area job changes, promotions and board appointments. The Crain's profile is below:

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Media Mentions

01.10.19

Various Media – ORBA Wealth Advisors Announces Launch

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seminars & events

11.21.19 11:30am - 1:15pm

The Quality of Life: The Next 8,000 Days

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