myCIO Wealth Partners Employee Directory

Q: What is myCIO Wealth Partners known for?

myCIO Wealth Partners was founded in 2005. myCIO Wealth Partners operates in the Investment Management industry.

Q: How many employees does myCIO Wealth Partners have currently?

myCIO Wealth Partners has approximately 71 employees.

Investment ManagementPennsylvania, United States51-200 Employees

myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. 

myCIO Wealth Partners was formed as the result of Ernst & Young’s decision to exit the Investment Advisory and Wealth Advisory services as of July 1, 2005 as the result of Sarbanes-Oxley. myCIO is one of the largest completely Independent Wealth Management firms in the country and is a leader in Independent Objective advice. In 2007, former PricewaterhouseCoopers personnel joined myCIO when their former firm also decided to exit the investment advisory business.

Find myCIO Wealth Partners employees' phone numbers or email addresses

myCIO Wealth Partners Global Highlights

North America
100

United States Of America
100

Oceania
1

Australia
1

myCIO Wealth Partners's Leadership

A. V.
Partner & Chief Financial Officer
Mobile Phone
Email
C. M.
Partner
Mobile Phone
Email
M. F.
Partner - Investment Adviser
Mobile Phone
Email
B. F.
Partner
Mobile Phone
Email
P. B.
Senior Partner
Mobile Phone
Email
J. P.
Partner
Mobile Phone
Email
S. J. R.
Partner
Mobile Phone
Email
J. H.
Partner, Investment Advisory And Financial Planning Services
Mobile Phone
Email

Contact profiles from myCIO Wealth Partners

Name

Title

Contact Info

Location

Last Update

D. M.
Partner
Mobile Phone
Email
United StatesPennsylvania
Apr 24, 2025
J. B.
Partner And Founding Member
Mobile Phone
Email
UNITED STATES
Apr 24, 2025
A. K.
Controller
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
A. V.
Senior Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
J. D.
Senior Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
J. G.
Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
T. T.
Financial Planning Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
B. S.
Manager
Mobile Phone
Email
Nov 18, 2025
D. C. G.
Senior Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 19, 2025
B. S.
Financial Reporting And Compliance Senior Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025

Frequently Asked Questions

What is myCIO Wealth Partners known for?

myCIO Wealth Partners was founded in 2005 operates in the Investment Management industry; you can contact the 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 . 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 71 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

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

As of December 2025, myCIO Wealth Partners's key employees include:

Partner & Chief Financial Officer: A. V.
Partner: C. M.
Partner - Investment Adviser: M. F.
Partner: B. F.
Senior Partner: P. B.

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