CHICAGO Suite 1600: T: (312) 670-7444
Experience
Adam is a partner in Citrin Cooperman’s Tax Practice with over 20 years of experience. He has spent his career serving individuals, partnerships, and privately held corporations with a focus on high-net-worth individuals, service organizations, investment advisory firms, and real estate companies. Adam specializes in tax and financial planning, as well as business consulting.
Adam prides himself on working with clients to achieve their needs, wants, and goals while addressing their overall financial picture.
Previously, Adam was a director at Ostrow Reisin Berk & Abrams, Ltd. (ORBA), which joined Citrin Cooperman in 2025.
CREDENTIALS
Education
B.S. in Accounting and Finance, Indiana University
Licenses
Certified Public Accountant in the State of Illinois
CERTIFIED FINANCIAL PLANNER®
Personal Financial Specialist (PFS)
Insurance Producer, State of Illinois, Health and Life
Affiliations
Member, American Institute of Certified Public Accountants
Member, Financial Planning Association
Member, Illinois CPA Society
WORK-LIFE BALANCE
Outside the Office
Outside of the office, Adam spends his time with his wife and daughters often planning their next travel adventures. When he is not at work or at home, he can be found either on the tennis court where he was once a tennis instructor, or on the golf course chipping away at the green.
Get in touch with Adam M. Levine today.
Fill out the form below to get in direct contact with Adam M. Levine and start your personalized consultation journey.
The role of an accountant is twofold. First it is about educating our clients and second it is about helping our clients succeed.
Get in touch with Adam M. Levine today.
Fill out the form below to get in direct contact with Adam M. Levine and start your personalized consultation journey.