October 28, 2011
Richard Reisin Ranks Among Top Financial Wealth Managers in Chicago for Second Year in a Row
CHICAGO — Richard A. Reisin, a CPA and director at ORBA, was recently named in Chicago magazine’s 2011 list of Five Star Wealth Managers. He also received this honor in 2010. ORBA, the 17th largest public accounting firm in Chicago (Crain's Chicago Business), is a Chicago-based certified public accounting and business consulting firm serving privately-held companies and their owners, individuals and high-net worth families and not-for-profit organizations.
Five Star Professional partnered with Chicago magazine to conduct research to identify an elite group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than two percent of the 34,500 wealth managers in the Chicago area were selected.
In detail, a survey was provided to approximately one in four high-net-worth households (more than 237,500 consumers), and 14,500 financial services professionals within the Chicago area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon nine criteria: customer service, integrity, knowledge/ expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.
"The people and firms that made the list are some of the most respected financial professionals in Chicago," said Reisin. "I am honored to again be a part of this select list, and I thank everyone who nominated me for your loyalty and for giving me high marks in the selection criteria."
For more information on the award, visit the Five Star web site.
For more information on Rich, see his bio page here.
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Ostrow Reisin Berk & Abrams, Ltd. (ORBA) is a full-service accounting, tax and business consulting firm located in downtown Chicago that serves privately-held companies, individuals and not-for-profit organizations. ORBA’s certified public accountants have experience with accounting and assurance, business advisory services, estate planning, financial 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.