ORBA Director Named Among Top Wealth Managers by Five Star Professional for Fifth Consecutive Year
CHICAGO, Nov. 24, 2014 /PRNewswire/ -- Richard A. Reisin, CPA, has been named a 2014 Five Star Wealth Manager by Five Star Professional for the fifth consecutive year. Mr. Reisin is among an elite group of five-year award winners with a focus in the area of taxation.
"My clients have always been my top priority," said Mr. Reisin, a Director at Ostrow Reisin Berk & Abrams, Ltd in Chicago. "Without them, I would not be where I am today."
Rich serves high-net worth individuals, partnerships and privately-held companies in a variety of industries, including medical, manufacturing, construction, real estate and distribution. He provides a wide range of accounting, tax and consulting services to his clients including management and business consulting, budgeting and forecasting, estate planning, and mergers and acquisitions, as well traditional tax return preparation. He also assists clients with succession and exit planning as they transition to retirement or the next phase of their career.
Rich is an active member of the American Institute of Certified Public Accountants and the Illinois CPA Society, and has served on a number of committees for these organizations, including Ethics, CPA in Residence, Broker-Dealer and Accounting and Education. He has served on the Board of Directors for the Lake Michigan Federation and is the former Secretary and Vice Chairman of the DFK Executive Committee. He also served on the Board of Directors for the Indiana University Business School Chicago Alumni Associations, as well as the Police Assistance Center.
Rich has been with ORBA since its founding in 1977, and became a director in 1985. He graduated from Indiana University with a Bachelor's degree in Finance and attended Northwestern University.
Five Star Professional's Methodology
Five Star Professional teamed up with Chicago magazine to conduct research to identify wealth management professionals that provide their clients with exceptional services. The program sought nominations from peers and firms; self-nominations were not accepted. Nominations were compiled and candidates were evaluated using ten objective criteria. To be eligible for the award, the individual must (1) be credentialed as an investment advisory representative (IAR) or a registered investment advisor; (2) be actively employed as a credentialed professional in the financial services industry for a minimum of five years; (3) have a favorable regulatory and complaint history review; (4) have fulfilled their firm review based on internal firm standards; and (5) be accepting new clients. The considered evaluation criteria included the candidate's (6) one-year client retention rate; (7) five-year client retention rate; (8) non-institutionalized discretionary and/or non-discretionary client assets administered; (9) number of client households served; and (10) educational and professional designations. For a full explanation of the program and its research methodology, see the Five Star Professional website.
Ostrow Reisin Berk & Abrams, Ltd. (ORBA) is a full-service accounting, tax and business consulting firm located in downtown Chicago serving privately-held companies, individuals and not-for-profit organizations. ORBA's Certified Public Accountants have experience with accounting and assurance, business advisory services, financial and estate planning, fraud investigation, tax, litigation, and mergers and acquisitions. With some of the highest levels of direct client involvement in the industry, ORBA is where clients go to build long-standing, meaningful and successful relationships with resourceful, proactive business and tax advisors. For more information, visit www.orba.com, subscribe to our blog www.orbablog.com or connect with us on LinkedIn.
Laura Cyrek
[email protected]
312.670.7444
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/orba-director-named-among-top-wealth-managers-by-five-star-professional-for-fifth-consecutive-year-300000490.html
SOURCE Ostrow Reisin Berk & Abrams, Ltd. (ORBA)
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