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SPECIALISTS

James Pellino

Partner, Citrin Cooperman Advisors LLC
Partner, Citrin Cooperman & Company, LLP

Oak Brook T: (630) 703-7444
James Pellino

Experience

Jim is a partner in Citrin Cooperman’s Audit and Attest Practice. He manages audits, reviews, and monthly accounting engagements for manufacturers, private equity firms, restaurants, professional service providers, and clients in various other industries. He also specializes in assisting clients with various 401(k) compliance issues and 401(k) audits.

In addition to facilitating accounting and audit procedures, Jim prepares various income, sales, and benefit plan tax returns for clients. He has experience with entity formation and structuring, tax planning for corporations and individuals, personal investment guidance, analysis of financial statements, and providing accounting training and support to closely held businesses.

Previously, Jim was a director and chair of the firm’s employee benefit plans services group and chief operating officer for ORBA Wealth Advisors at Ostrow Reisin Berk & Abrams, Ltd. (ORBA), which joined Citrin Cooperman in 2025.

CREDENTIALS

Education

B.S. in Accountancy, University of Illinois at Urbana-Champaign

M.S. in Accountancy, University of Illinois at Urbana-Champaign

Licenses

Certified Public Accountant in the State of Illinois

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Registered Investment Advisor, Financial Industry Regulatory Authority (FINRA)

Member, Illinois CPA Society (ICPAS)

WORK-LIFE BALANCE

Outside the Office

Jim believes opportunities present themselves in every situation, whether business or personal. In his free time, you can find Jim coaching softball and soccer games or at one of the great Chicago, IL restaurants spending time with his family and friends.

Get in touch with James Pellino today.

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Get in touch with James Pellino today.

Fill out the form below to get in direct contact with James Pellino and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

James Pellino
Home Office
icon ILLINOIS Oak Brook: T: (630) 703-7444