What departments does myCIO Wealth Partners have?

myCIO Wealth Partners has employees across 4 departments including Finance, Accounting, Analytics, Banking.

What is the largest department at myCIO Wealth Partners?

The largest department at myCIO Wealth Partners is Analytics with 3 employees.

Where are myCIO Wealth Partners employees located globally?

myCIO Wealth Partners has employees across 3 continents and 3 countries including India, United States Of America, Australia.

How has myCIO Wealth Partners's team size changed over time?

myCIO Wealth Partners's team has grown from approximately 70 to 72 employees based on available data.

myCIO Wealth Partners Employee Directory

Investment ManagementPennsylvania, United States51-200 Employees

myCIO Wealth Partners is an independent investment management and financial advisory firm based in Philadelphia, Pennsylvania. It provides comprehensive consulting services to individuals, families, endowments, and defined contribution and defined benefit plans and trusts, overseeing more than $14.4 billion in invested assets. The firm traces its origins to Ernst & Young’s Philadelphia Investment Advisory Practice, which EY exited in 2005 in response to Sarbanes-Oxley requirements. In 2007, former PricewaterhouseCoopers personnel joined the firm, reinforcing its commitment to independent, objective advice within the wealth-management sector. In 2024, myCIO Wealth Partners promoted William (Bill) Stanley to Partner, with the promotion effective April 1.

myCIO Wealth Partners Global Highlights

North America
96

United States Of America
96

Asia
1

India
1

Oceania
1

Australia
1

myCIO Wealth Partners's Leadership

C. M.
Partner
Mobile Phone
Email
M. F.
Partner - Investment Adviser
Mobile Phone
Email
B. S.
Partner
Mobile Phone
Email
N. G.
Partner
Mobile Phone
Email
A. R.
Manager, Fund Accounting
Mobile Phone
Email
R. S.
Manager Series And Events Pathways
Mobile Phone
Email
J. H.
Senior Analyst
Mobile Phone
Email
K. R.
Financial Analyst
Mobile Phone
Email

myCIO Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Accounting
Support
Other
Consultant

Contact profiles from myCIO Wealth Partners

Name

Title

Contact

Location

Last Update

C. M.
Partner
Mobile Phone
Email
Jun 28, 2026
M. F.
Partner - Investment Adviser
Mobile Phone
Email
Jul 01, 2026
B. S.
Partner
Mobile Phone
Email
Jun 27, 2026
N. G.
Partner
Mobile Phone
Email
Aug 10, 2023
A. R.
Manager, Fund Accounting
Mobile Phone
Email
Jun 25, 2025
R. S.
Manager Series And Events Pathways
Mobile Phone
Email
Jun 08, 2026
J. H.
Senior Analyst
Mobile Phone
Email
Feb 24, 2026
K. R.
Financial Analyst
Mobile Phone
Email
Jun 30, 2026
K. K.
Financial Analyst
Mobile Phone
Email
India, Gujarat
Feb 18, 2026
P. B.
Financial Advisor
Mobile Phone
Email
Sep 10, 2026

Frequently Asked Questions

What is myCIO Wealth Partners known for?

myCIO Wealth Partners was founded in 2005 and operates in the Investment Management industry. You can contact myCIO Wealth Partners's main corporate office by phone at

+1-267-295-****

. Explore myCIO Wealth Partners's company overview page for more information.

What is myCIO Wealth Partners's most common email format?

myCIO Wealth Partners employees' email format typically follows the pattern of First.Last@myciowp.com. Trying to find reliable and up-to-date employee contact data? Find more myCIO Wealth Partners email formats with LeadIQ.

How many employees does myCIO Wealth Partners have currently?

myCIO Wealth Partners has approximately 69 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Oceania.

Who are myCIO Wealth Partners's key employees and leadership?

As of August 2026, myCIO Wealth Partners's key employees include:

Partner: C. M.
Partner - Investment Adviser: M. F.
Partner: B. S.
Partner: N. G.
Manager, Fund Accounting: A. R.

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myCIO Wealth Partners Employee Directory

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