Ostrow Reisin Berk & Abrams (ORBA), a US-based accounting, tax and business consulting firm, has set up its wealth advisory unit dubbed ORBA Wealth Advisors.
The new subsidiary will serve entrepreneurs, HNWIs and families, offering them goals-based financial planning and investment management services.
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By GlobalDataThe business comprises James Petitpren, II as executive private wealth adviser and CIO and Luke Schillo as director of planning and portfolios.
Petitpren will be responsible for coordinating portfolio strategies. Schillo will coordinate detailed portfolio level analysis as well as prepare asset allocations.
Alexandra Coquoz will be private wealth analyst at the new subsidiary, tasked with managing relationships with clients.
Frank Washelesky will serve as the firm’s chief compliance officer. He will offer advice to clients across the varied phases of their careers.
The team at ORBA Wealth Advisors also includes Steve Lewis and James Pellino. Lewis specialises in tending to HNWIs such as physicians, attorneys, professional athletes, among others.
Pellino has expertise in accounting, employee benefit plans, entity formation and structuring, and investment advisory.
ORBA managing director Mark Thomson said: “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.”
