Mycio Wealth Partners stands out as a premier wealth management firm thanks to the exceptional expertise and dedication of its partners. These seasoned professionals bring decades of combined experience in financial advisory, investment management, and wealth planning to serve high-net-worth individuals, families, and institutions. Get to know the key individuals who drive myCIO Wealth Partners’ commitment to client success.
David E. Lees, CFA, CAIA – Senior Partner
David E. Lees is a Senior Partner and a founding pillar of myCIO Wealth Partners, LLC. His extensive background includes a significant tenure at Ernst & Young, LLP, where he served as Partner and Chairman of their National Investment Advisory Council. In this pivotal role, Mr. Lees spearheaded the oversight of research and due diligence for Ernst & Young’s entire Investment Advisory Practice. Further demonstrating his leadership, he also held the position of Ernst & Young’s National Director of Wealth Advisory Services.
Mr. Lees’s expertise extends beyond advisory services. He previously served on the Board of Directors of Bryn Mawr Bank Corporation and The Bryn Mawr Trust Company (BMTC), a publicly traded company based in Pennsylvania, showcasing his deep understanding of the financial industry and corporate governance.
His commitment to excellence has been publicly recognized, with Forbes recently ranking David Lees as #2 in Pennsylvania East – Private Wealth category on their prestigious Best in State Wealth Advisors list. This accolade underscores his standing as a leading wealth advisor in the region.
Prior to his distinguished career in wealth management, Mr. Lees shared his knowledge and passion for finance as an Adjunct Professor at Villanova University’s Commerce and Finance Department for six years. He instructed students in Portfolio Management and Corporate Finance, shaping the next generation of financial professionals.
Education
- M.B.A. (Finance) – Duke University, Fuqua School of Business
- B.B.S. (Accounting) – James Madison University
Designations
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Member – CAIA Association
- Member – CFA Institute
- Member – Philadelphia Financial Analysts
- NASAA Series 65
James Biles, CFA – Senior Partner & Chief Compliance Officer
James Biles is a Senior Partner and another foundational member of myCIO Wealth Partners, LLC. Before establishing myCIO, Mr. Biles spent a decade at Ernst & Young LLP, culminating in his role as Regional Leader for Wealth Advisory Services. His career as a financial advisor and investment counselor spans over 25 years, marking him as a highly experienced professional in the field.
Currently, Mr. Biles focuses on providing expert investment advisory and wealth management services to senior corporate executives and successful entrepreneurs. His insights are also integral to myCIO’s internal operations, as he serves on the firm’s Investment Committee and holds the critical position of Chief Compliance Officer, ensuring the firm operates with the highest ethical and regulatory standards.
Beyond his professional commitments, Mr. Biles contributes to the community by serving as Treasurer and Finance Chair on the Board of the Free Library of Philadelphia Foundation, demonstrating his dedication to civic engagement and financial stewardship.
Mr. Biles’s commitment to professional excellence is highlighted by earning his Chartered Financial Analyst designation in 1997. He is an active member of the Association for Investment Management and Research, further solidifying his dedication to the investment profession.
Education
- B.S. (Economics) – University of Delaware
Designations
- Chartered Financial Analyst (CFA)
- AIMR Member – Association of Investment Management Research
- Member – Philadelphia Financial Analysts
- NASAA Series 65
Paul J. Bracaglia, AIF – Senior Partner
Paul J. Bracaglia is a Senior Partner at myCIO Wealth Partners, bringing over 30 years of experience advising a diverse clientele, including high-net-worth individuals, charitable foundations, and qualified retirement plans. Mr. Bracaglia’s expertise extends to defined contribution plans, where he leads the firm’s practice. He also contributes his insights as a member of myCIO’s Investment Committee, shaping the firm’s investment strategies. Paul holds the Accredited Investment Fiduciary (AIF) designation, reflecting his commitment to upholding fiduciary standards.
Prior to joining myCIO Wealth Partners, Paul was a Partner at PricewaterhouseCoopers LLC and co-leader of their national Investment Advisory Group practice, demonstrating his leadership on a national scale. He further served as PricewaterhouseCoopers’ National Leader for the Institutional Services Group Investment Advisory Practice, focusing on defined contribution and defined benefit plans. His responsibilities also included serving as a board member of the PricewaterhouseCoopers Investment Advisory Board and acting as the firm’s National Chief Compliance Officer.
Mr. Bracaglia’s academic background includes an MBA with a concentration in Finance and a B.S. in Accounting from the University of Delaware. He actively engages with his alma mater, serving on the advisory board for the Financial Planning Major at the University of Delaware, contributing to the education of future financial planners.
Paul is also deeply involved in the Philadelphia community, serving as Vice-Chairman of the Center for Emerging Visual Artists, showcasing his commitment to supporting the arts and cultural sector.
For inquiries, Paul can be contacted at [email protected] or by phone at 267-295-3889.
Education
- B.S. (Accounting and Economics) – University of Delaware
- M.B.A. (Finance) – University of Delaware
Designations
- Accredited Investment Fiduciary (AIF)
- NASAA Series 65
Phil J. Bonelli, CIMA, AIF – Partner
Phil J. Bonelli is a Partner at myCIO Wealth Partners LLC, dedicated to providing comprehensive investment and financial planning strategies to high-net-worth individuals, institutions, endowments, and foundations. His expertise lies in designing, monitoring, and implementing tailored financial solutions to meet the unique needs of his diverse clientele.
Before joining myCIO Wealth Partners, Phil was a Manager at PricewaterhouseCoopers LLC within their investment advisory practice, specifically in the Institutional Services Group for defined contribution plans. His prior experience also includes strategic advisor relationship management in the western U.S. with SEI Investments, and serving as a Financial Advisor at Merrill Lynch, providing him with a broad perspective on the financial services industry.
Mr. Bonelli holds a B.S. in Accounting from Villanova University and an M.B.A. with a concentration in Finance from St. Joseph’s University. He further enhanced his professional credentials by earning the Certified Investment Management Analyst (CIMA) designation from the University of Pennsylvania’s Wharton School of Business through the Investments and Wealth Institute (IMI). Achieving his CIMA in 2005, Phil is a member of IMI and holds the Accredited Investment Fiduciary (AIF) designation. He has also passed the NASAA Series 66 exam.
Phil can be reached via email at [email protected] or by phone at 267-295-3891 for those seeking his expertise.
Education
- M.B.A. (Finance) – St. Joseph’s University
- B.S. (Accounting) – Villanova University
Designations
- Accredited Investment Fiduciary (AIF)
- Member – Investments and Wealth Institute (IMI)
- Certified Investment Management Analyst (CIMA)
- NASAA Series 66
Bruce J. Fenster, CPA, CFP – Partner
Bruce J. Fenster, a Partner at myCIO Wealth Partners, brings over 36 years of experience advising high-net-worth clients on their investment, financial, and income tax planning needs. His focus is on crafting and implementing sophisticated and highly personalized financial planning solutions tailored to the complex financial landscapes of his clients.
Prior to his role at myCIO Wealth Partners, Bruce held executive leadership positions at major firms, including Executive Director and Personal Financial Services Practice Leader at Ernst & Young, and Director at PricewaterhouseCoopers. During these tenures, he collaborated with current members of myCIO Wealth Partners, establishing a strong foundation for their future firm. Since 1994, Bruce has consistently delivered comprehensive financial planning services to high-net-worth individuals and corporate executives across the Philadelphia, Washington, D.C., and Boston areas.
Mr. Fenster is an alumnus of Drexel University and holds the prestigious designations of Certified Public Accountant (CPA) and Certified Financial Planner (CFP). He furthered his expertise with a Masters in Taxation from Villanova Law School, demonstrating a deep commitment to tax-efficient financial planning.
Bruce actively contributes to the community by serving on the board of the Overbrook School for the Blind in Philadelphia and chairs the investment committee, leveraging his financial expertise for philanthropic endeavors.
For those interested in Bruce’s services, he can be contacted at [email protected] or by calling 267-295-3884.
Education
- Masters of Taxation – Villanova Law School
- B.S. (Accounting) – Drexel University
Designations
- Certified Financial Planner (CFP)
- NASAA Series 65
Michael D. Finelli, CIMA, AIF – Partner & Investment Committee Chair
Michael Finelli is a Partner at myCIO Wealth Partners, where he focuses on designing and implementing customized investment planning strategies for high-net-worth individuals. His role also extends to myCIO’s Institutional Services Group, catering to defined contribution and defined benefit plans. Critically, Mike chairs myCIO’s Investment Committee, leading the firm’s investment policy and overseeing the review of investment alternatives.
Before joining myCIO, Michael was a Manager with PricewaterhouseCoopers Investment Advisors and served on their Board of Directors, gaining valuable experience in firm governance and investment strategy. Prior to PwC, he was an Associate Partner with Lockwood Advisors, further broadening his industry experience.
Mr. Finelli’s academic credentials include a B.S. in Finance and an M.B.A. with a concentration in Accounting from St. Joseph’s University. He holds the Certified Investment Management Analyst (CIMA) credential from the University of California – Berkeley, Haas School of Business, and is an Accredited Investment Fiduciary (AIF). Currently, he is pursuing the Certified Financial Planner (CFP) designation, demonstrating his ongoing commitment to professional development. Mike is a frequent speaker on investment strategies and fiduciary responsibility and has contributed to publications such as The Philadelphia Business Journal, HR Innovation, and Growing Your Business, sharing his insights with a wider audience.
To connect with Michael, he can be reached at [email protected] or by phone at 267-295-3890.
Education
- B.S. (Finance) – St. Joseph’s University
- M.B.A. (Accounting) – St. Joseph’s University
Designations
- Accredited Investment Fiduciary (AIF)
- Certified Investment Management Analyst (CIMA)
- Member – Investments and Wealth Institute (IMI)
- NASAA Series 65
James L. Henry, CIMA – Partner
James (Jim) Henry is a Partner at myCIO Wealth Partners, serving as a trusted wealth advisor to corporate executives and successful entrepreneurs both domestically and internationally. His expertise also extends to advising large foundations, endowments, and non-profit organizations, showcasing his versatility in wealth management.
Mr. Henry has been a key advisor at myCIO Wealth Partners since the firm’s inception in 2005. His prior experience includes a similar role at Ernst & Young, LLP, accumulating 15 years of experience in financial planning and investment consulting.
Jim’s expertise has been recognized by Forbes, ranking him #4 in Pennsylvania East – Private Wealth category on their Best in State Wealth Advisors list. This recognition highlights his prominence in the wealth management industry.
Mr. Henry holds a B.S. in Accounting and Finance from West Chester University and earned the Certified Investment Management Analyst (CIMA) credential from the University of Pennsylvania – Wharton School of Business through the Investment Management Consultants Association (IMCA).
In addition to his client advisory role, Jim actively contributes to myCIO’s internal strategy as a member of the Investment Advisory Committee and co-leads the Asset Allocation team, which is responsible for updating the firm’s allocation and risk models.
Education
- B.S. (Accounting and Finance) – West Chester University
Designations
- Member – Investment Management Consultants Association
- Certified Investment Management Analyst (CIMA)
- NASAA Series 65
Jonathan P. Michewicz, CFA, CPA – Partner
Jonathan P. Michewicz is a Partner at myCIO Wealth Partners, LLC, having joined the firm directly after graduation in 2009. His career progression within myCIO demonstrates his commitment and value to the firm.
Jon Michewicz serves as a lead financial counselor, specializing in investment management, tax planning, trust management, estate, and philanthropic planning. His comprehensive approach addresses the diverse financial needs of his clients.
Mr. Michewicz holds a B.S. in Finance from The Pennsylvania State University and an M.S. in Finance from Villanova University. He achieved both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations in 2014, signifying his dual expertise in financial analysis and accounting.
Beyond client service, Jon contributes to myCIO’s investment strategy as a member of the Investment Advisory Committee, which is tasked with establishing and monitoring the firm’s approved investment product list. He is also a member of the CFA Society Philadelphia, connecting him with a network of leading financial professionals.
Education
- B.S. (Finance) – The Pennsylvania State University
- M.S. (Finance) – Villanova University
Designations
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- NASAA Series 65
- Member – CFA Society Philadelphia
Christopher D. Morello, CFP – Partner
Christopher D. Morello is a Partner at myCIO Wealth Partners, LLC, joining the firm in 2006. Prior to myCIO, he worked at 1934 Group, an Estate Planning firm in Berwyn, PA, bringing a specialized background in estate planning to his role. Mr. Morello has dedicated over 15 years to the financial industry.
Christopher (Chris) Morello serves as a lead financial counselor with a focus on executive benefit planning, estate and philanthropic planning, and insurance planning. He also leads the firm’s Sports & Entertainment division, catering to the unique financial needs of athletes and entertainers.
In addition to client advisory, Chris is involved in myCIO’s strategic direction as a member of the Investment Advisory Committee and co-leads the Asset Allocation team. He completed the Executive Leadership Program offered through Charles Schwab in 2019 and became registered with the NFLPA as a Registered Player Financial Advisor in 2021, further enhancing his credentials in specialized areas.
Mr. Morello holds a B.A. in Political Science from Swarthmore College and earned his CFP certification in 2012, demonstrating his commitment to financial planning expertise.
Education
- B.A. (Political Science)– Swarthmore College
Designations
- Certified Financial Planner (CFP)
- NASAA Series 65
- NFLPA Registered Player Financial Advisor
Justin Pagliei, CFA, CFP – Partner
Justin Pagliei is a Partner at myCIO Wealth Partners, LLC, having been with the firm since 2005. His experience includes working in the research department at Sanchez Wealth Management before joining myCIO. Mr. Pagliei has been active in the financial industry for over 15 years.
Mr. Pagliei currently advises a diverse clientele, including domestic and international high-net-worth individuals, C-Suite corporate executives, and taxable and tax-exempt institutions, providing investment advisory and wealth management services. He also conducts due diligence and fiduciary reviews for 401k retirement plans. Justin is a member of myCIO’s Investment Advisory Committee and co-leads the Asset Allocation team, contributing to the firm’s investment strategy and model updates.
Justin earned his Chartered Financial Analyst designation in 2006 and is a member of both the CFA Society and the CFA Society of Philadelphia. He also obtained his CFP certification in 2011, demonstrating his commitment to both investment analysis and financial planning.
Forbes recognized Justin’s expertise by ranking him #8 in Pennsylvania East – Private Wealth category on their Best in State Wealth Advisors List for 2024, highlighting his standing as a leading advisor in the region.
Education
- B.A. (Economics and Political Science) – Swarthmore College
Designations
- Certified Financial Planner (CFP)
- Member – CFA Society Philadelphia
- Chartered Financial Analyst (CFA)
- NASAA Series 65
Stephen J. Rennard, CFP – Partner
Stephen J. Rennard is a Partner at myCIO Wealth Partners, LLC, joining the firm directly after graduation in 2008. His career progression within myCIO showcases his long-term commitment and expertise.
Stephen (Steve) Rennard serves as a lead financial counselor, focusing on investment management, executive benefit & compensation planning, small business planning, trust management, wealth transfer, estate planning, and philanthropic planning. His broad expertise allows him to address a wide spectrum of client financial needs.
Beyond client advisory, Steve contributes to myCIO’s investment strategy as a member of the Investment Advisory Committee, which oversees the firm’s approved investment products.
Mr. Rennard holds a B.S. in Finance from Drexel University and earned his Certified Financial Planner (CFP) designation in 2012, demonstrating his dedication to financial planning excellence.
Education
- B.S. (Finance) – Drexel University
Designations
- Certified Financial Planner (CFP)
- NASAA Series 65
Robert Shaw, CFA, CPA, CFP – Partner & Tax Practice Lead
Robert Shaw is a Partner at myCIO Wealth Partners, serving as a wealth manager to C-level corporate executives and successful entrepreneurs and as an investment advisor to non-profit organizations in the Mid-Atlantic region. His dual focus on corporate and non-profit clients demonstrates his versatile expertise.
Robert (Bob) Shaw was part of myCIO Wealth Partners’ formation through its separation from Ernst & Young. Prior to joining myCIO, he was a Senior Manager at Ernst & Young LLP for five years, managing executive financial planning engagements. Mr. Shaw has over 20 years of experience as a financial advisor and investment counselor.
Mr. Shaw plays a key role in myCIO’s internal operations, serving on the Investment Committee, where he oversees the firm’s relationship with third-party due diligence providers and ensures product compliance. He also leads the firm’s tax practice, leveraging his expertise to provide comprehensive financial solutions. Bob holds the distinguished designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA), signifying his mastery across accounting, financial planning, and investment analysis.
Education
- B.S. (Business Administration/Accounting) – Widener University
Designations
- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Member – Association of Investment Management Research (AIMR)
- NASAA Series 65
- Member – American Institute of Certified Public Accountants (AICPA)
William J. Stanley Jr., CFA – Partner
William J. Stanley Jr. is a Partner at myCIO Wealth Partners, LLC, joining the firm in 2015. His prior experience includes working as a Corporate Strategy Analyst for CubeSmart Self Storage. Mr. Stanley has been in the financial industry for over 10 years.
Mr. Stanley advises corporate executives and successful entrepreneurs on wealth management strategies and contributes to the firm’s alternative investment due diligence team, bringing his analytical skills to the evaluation of diverse investment opportunities.
Mr. Stanley holds a B.S. in Finance & Economics from Boston College and earned his Chartered Financial Analyst (CFA) designation in 2017, demonstrating his expertise in financial analysis and investment management.
Education
- B.S. (Finance & Economics) – Boston College
Designations
- Chartered Financial Analyst (CFA)
- NASAA Series 65
Adrian Verueco, CPA, CIA, CRMA, CGMA – Partner & Chief Financial Officer
Adrian Verueco is a Partner and Chief Financial Officer of myCIO Wealth Partners, LLC, joining the firm in 2016. His background includes roles at Turner Investments, LP, and Ernst & Young LLP, accumulating over 15 years in the asset management industry.
Adrian leads myCIO’s Finance & Admin Team, overseeing Financial Reporting, Fund Accounting, Operations, and Human Resources. His leadership ensures the firm’s operational and financial efficiency.
Mr. Verueco holds a B.S. in Accounting from San Beda College and a Certificate in Human Resource Management from Villanova University. He has earned multiple professional designations, including Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certification in Risk Management Assurance (CRMA), and Chartered Global Management Accountant (CGMA), showcasing his comprehensive expertise in finance, accounting, risk management, and operational leadership.
Adrian’s professional achievements were recognized when he was honored as a Philadelphia Business Journal 2022 CFO of the Year Honoree, underscoring his significant contributions to the financial community.
Education
- B.S. (Accounting)– San Beda College
Designations
- Chartered Global Management Accountant (CGMA)
- Certified Public Accountant (CPA)
- Certification in Risk Management Assurance (CRMA)
- Certified Internal Auditor (CIA)
