Miles Fortas, CPA, CFE

Miles is a senior vice president for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. Miles is responsible for the team’s reporting process and regulatory compliance structure. With over 20 years of experience in the institutional investment consulting industry, Miles has served in a variety of operational based roles and functions.

• M.Acc, Rhodes College
• B.A., Business Administration, Rhodes College

• Certified Public Accountant (CPA)
• Certified Fraud Examiner (CFE)

Miles serves on the Board of Directors for Home Therapy Specialists, a Medicare-certified rehabilitation provider in Austin, Texas. Additionally, Miles volunteered with Memphis Gridiron Ministries which is focused on inner city outreach through sports programs.

• CBIZ RPS and CBIZ IAS have been named a PLANADVISER Top 100 Retirement Plan Adviser.

• Retirement Plan Services