Michael Spero Furla

Employer firm

Citrin Cooperman Wealth Management, LLC CRD 317528

$1.70B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSOLIDATED REPORTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 05/2024
  The Mather Group Llc
  Chicago, IL
• 09/2016 → 09/2017
  Morningstar
  Chicago, IL
• 09/2011 → 09/2016
  S&P Global Ratings
  Chicago, IL
• 06/2024 → 06/2025
  Bond Data Llc
  Chicago, IL
• 02/2025 → 10/2025
  Orba Wealth Advisors, Llc
  Chicago, IL
• 04/2025 → 10/2025
  Lpl Financial, Llc
  Chicago, IL
• 11/2025 → Present
  Citrin Cooperman Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2025-02-14 → 2026-05-28
  Orba Wealth Advisors, Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2025-04-29 → 2025-08-05
  Lpl Financial Llc
  Chicago, IL
• 2017-09-08 → 2024-06-14
  The Mather Group, Llc
  Chicago, IL
  Chicago, IL

Other Businesses

BUSINESS NAME: DPC DATA INC / INVESTMENT RELATED: NO / ADDRESS: 103 EISENHOWER PKWY, #302, ROSELAND, NJ 07068 / NATURE: MUNICIPLA BOND INFORMATION AND DISCLOSURES / POSITION: TECHNOLOGY CONSULTANT / START DATE: JUNE 2025 / NUMBER OF HOURS PER MONTH: 8 / NUMBER OF HOURS DURING TRADING HOURS: 0 / DUTIES: TECHNOLOGY CONSULTANT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-05

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Michael Furla