Bringing you live news and features since 2006 

ORBA launches wealth advisory subsidiary ORBA Wealth Advisors


Chicago accountancy firm Ostrow Reisin Berk & Abrams (ORBA) has launched a new wealth advisory subsidiary, ORBA Wealth Advisors, an Independent Registered Investment Advisor (RIA).   

ORBA Wealth Advisors includes a team of tax and advisory professionals who are focussed on providing goals-based financial planning and investment management services to help entrepreneurs, high-net-worth individuals and families implement smart, confident, future-focussed decisions regarding their financial goals.
“We are excited to expand our ability to respond to the needs of our clients for wealth management advice,” said Mark Thomson, Managing Director of ORBA. “The professionals at ORBA Wealth Advisors embody a seasoned and distinguished team of highly-experienced experts who are committed to providing wealth management solutions to each client and their families to achieve their unique financial planning goals.”
The ORBA Wealth Advisors, LLC team comprises:
James Petitpren, II, Executive Private Wealth Advisor and Chief Investment Officer, leads the wealth advisory team in developing, coordinating and providing resources to clients to meet their financial planning goals. Petitpren coordinates the firm’s portfolio strategies, planning strategies and resources to ensure that clients are receiving custom solutions that enhance their goals-based planning needs.
Luke Schillo, Director of Planning and Portfolios, coordinates detailed portfolio level analysis, prepares asset allocations and assists in the preparation of financial plans for his clients.  He works with clients to provide solutions to meet their financial goals.
Alexandra Coquoz, Private Wealth Analyst, is responsible for managing the firm’s relationships with all of its clients, as well as implementing strategic initiatives to ensure steady, continuous process improvement.
Frank Washelesky, CPA, JD, CVA, PFS, the firm’s Chief Compliance Officer, is a CPA with a Personal Financial Specialist designation and an attorney with more than 30 years of experience representing closely-held businesses, their owners and executives. Washelesky’s focus is to advise clients through the diverse stages of their careers. He works with individuals and entrepreneurs on personal financial planning, estate and retirement planning, including business exit planning strategies.
Steve Lewis has been an investment advisor representative since 1988. Lewis specialises in serving high income and high-net-worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs. As an investment advisor representative, Lewis helps his clients find the answers they need to successfully reach their personal financial milestones, including proactive tax planning advice, creating financial plans that address client goals, and retirement planning strategies designed for easier living in the future.  His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.
James Pellino, CPA, brings more than ten years of financial expertise to ORBA Wealth Advisors. Pellino possesses a diverse skillset, including a deep knowledge of accounting, employee benefit plans, entity formation and structuring, and investment advisory.  His experience 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.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Jigna Gibb, Bloomberg
Bloomberg Indices has recently hired Jigna Gibb as Head of Commodities and Crypto Index Products, to lead its commodities and...
Robert Minter, director of ETF investment strategy at abrdn takes a look at passive investing in commodities and shares his...
Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by