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Biographies

David E. Lees, CFA, CAIA

Mr. Lees is the Senior Partner and a founding member of myCIO Wealth Partners, LLC. Prior to the separation of the Investment Advisory Group from Ernst and Young, LLP, Mr. Lees was a Partner and Chairman of Ernst & Young's National Investment Advisory Council responsible for overseeing the research and due diligence of Ernst & Young's Investment Advisory Practice. Mr. Lees also served as Ernst & Young's National Director of the Wealth Advisory Services.

Mr. Lees currently serves as a member of the Board of Directors of Bryn Mawr Bank Corporation and its wholly-owned subsidiary, The Bryn Mawr Trust Company, symbol (BMTC), which is a publicly traded company based in Bryn Mawr, Pennsylvania.

David was recently recognized by Barron's as #8 on the "Top 100 Independent Advisors" list, published on September 15th, 2017. Additionally, he previously ranked #10 in 2016, #12 in 2015, #10 in 2014 and #12 in 2013. David has been awarded recognition from Barron's on the Top 100 Advisors list since its inception in 2008.

Mr. Lees was an Adjunct Professor of Finance and Portfolio Management in Villanova University's Commerce and Finance Department for the past 6 years teaching Portfolio Management and Corporate Finance.

Mr. Lees was selected as one of the "Nation's 100 Most Exclusive Wealth Advisors" in the October 2007 edition of Robb Report Worth magazine for the eighth straight year.

Education

  • M.B.A. (Finance) - Duke University, Fuqua School of Business
  • B.B.S. (Accounting) - James Madison University

Designation

  • Chartered Financial Analyst (CFA)
  • CAIA - Chartered Alternative Investment Analyst
  • Member - CAIA Association
  • Member - CFA Institute
  • Member - Philadelphia Financial Analysts
  • NASAA Series 65
James Biles, CFA

Mr. Biles is a Partner and founding member of myCIO Wealth Partners, LLC. Prior to founding myCIO, he was a Senior Manager at Ernst and Young LLP for 10 years and served as their Regional Leader for Wealth Advisory Services. Mr. Biles has been a financial advisor and investment counselor for more than 20 years.

Mr. Biles is currently an investment advisor and wealth manager to senior corporate executives and successful entrepreneurs, and serves as an investment advisor to several non-profit organizations in the Mid-Atlantic area. Mr. Biles also serves on myCIO's Investment Advisory Counsel, which is in charge of overseeing our relationship with our third-party due diligence provider and ensuring product compliance with policies and procedures.

Mr. Biles earned his Chartered Financial Analyst designation in 1997 and is a member of the Association for Investment Management and Research. He has also recently served as an adjunct professor of Financial Planning in the Graduate Business School of Philadelphia University teaching Financial Planning and Pensions.

Education

  • B.S. (Economics) - University of Delaware

Designation

  • Chartered Financial Analyst (CFA)
  • AIMR Member - Association of Investment Management Research
  • Member - Philadelphia Financial Analysts
  • NASAA Series 65
Paul J. Bracaglia, AIF

Mr. Bracaglia is a Partner with myCIO Wealth Partners. Prior to the sale of the investment advisory practice of PricewaterhouseCoopers LLC, Mr. Bracaglia was a partner at PricewaterhouseCoopers and a national leader of PricewaterhouseCoopers' Investment Advisory Group Practice.

Mr. Bracaglia was the firm's National Leader for PwCIA's Institutional Services Group for defined contribution and defined benefit plans, and a member of the PricewaterhouseCoopers Investment Advisory Board (PwCIA), a firm affiliate registered as an investment advisor with the Securities and Exchange Commission. As a board member, Mr. Bracaglia also served as the firm's National Chief Compliance Officer.

Mr. Bracaglia is an active member of the Board of Directors for JEVS Human Services and hireAbility. Both firms are Philadelphia-based not for profit organizations.

Mr. Bracaglia frequently speaks on investment strategies, retirement planning and fiduciary responsibility and has been cited in articles in the Wall Street Journal, CFO, Business Week and other financial publications.

Education

  • B.S. (Accounting and Economics) - University of Delaware
  • M.B.A. (Finance) - University of Delaware

Designation

  • Accredited Investment Fiduciary (AIF)
  • NASAA Series 65
Phil J. Bonelli, CIMA, AIF

Phil J. Bonelli is a Partner of myCIO Wealth Partners LLC. In this capacity, he works with high net worth individuals, institutions, endowments and foundations in designing, monitoring and implementing appropriate investment and financial planning strategies.

Prior to the sale of the investment advisory practice of PricewaterhouseCoopers LLC, Phil was a manager at PricewaterhouseCoopers and member of PwCIA's Institutional Services Group for defined contribution plans. Phil's other work experience was through SEI Investments, where he was responsible for strategic advisor relationships in the western U.S. as well as with Merrill Lynch, where he served as a Financial Advisor.

Phil has a B.S. in Accounting from Villanova University and a M.B.A. with a concentration in Finance from St. Joseph's University. He holds the Certified Investment Management Analyst (CIMA) credential from the University of Pennsylvania - Wharton School of Business through the Investment Management Consultants Association (IMCA). Phil earned his CIMA designation in 2005 and is a member of IMCA. Phil has passed the NASAA series 66 exam and is also an Accredited Investment Fiduciary (AIF).

Education

  • B.S. (Accounting) - Villanova University
  • M.B.A. (Finance) - St. Joseph's University

Designation

  • Accredited Investment Fiduciary (AIF)
  • Member - Investment Management Consultants Association
  • NASAA series 66
  • Certified Investment Management Analyst (CIMA)
Bruce J. Fenster, CPA, CFP

Bruce J. Fenster is a Partner of myCIO Wealth Partners LLC. Bruce will work with high net worth clients in designing and implementing sophisticated and highly personalized financial planning solutions.

Previously, Bruce was an Executive Director and a Personal Financial Services Practice Leader of Ernst & Young and a Director at PricewaterhouseCoopers, where he worked with current members of myCIO Wealth Partners. Since 1994, Bruce has provided comprehensive financial planning services to high net worth individual and corporate executives in the Philadelphia area.

Bruce is a graduate of Drexel University. He is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP). He also received a Masters in Taxation from Villanova Law School.

Education

  • B.S. (Accounting) - Drexel University
  • Masters of Taxation - Villanova Law School

Designation

  • Certified Financial Planner (CFP)
  • NASAA Series 65
Michael D. Finelli, CIMA, AIF

Michael Finelli is a Partner of myCIO Wealth Partners. In this capacity, he works with high net worth individuals in designing, monitoring and implementing appropriate investment planning strategies. He is also a member of myCIO's Institutional Services Group for defined contribution and defined benefit plans. Mike is the chairperson of myCIO's investment committee, where firm policy is set and investment alternatives are reviewed.

Prior to joining myCIO, Mike was a manager with PricewaterhouseCoopers Investment Advisors. In addition to his role as an investment counselor, Mike also served on the PricewaterhouseCoopers Investment Advisors Board of Directors. Prior to his work experience with PwC, Mike was an Associate Partner with Lockwood Advisors.

Mike has a B.S. in Finance and a 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. Mike has passed the NASAA series 65 exam and is also an Accredited Investment Fiduciary (AIF). He is currently working towards the Certified Financial Planner (CFP) designation. Mike speaks frequently on investment strategies and fiduciary responsibility; he has also been published various publications including HR Innovation, and Growing Your Business.

Education

  • B.S. (Finance) - St. Joseph's University
  • M.B.A. (Accounting) - St. Joseph's University

Designation

  • Accredited Investment Fiduciary (AIF)
  • Certified Investment Management Analyst (CIMA)
  • Member - Investment Management Consultants Association
  • NASAA Series 65
James L. Henry, CIMA

Mr. Henry has been an advisor with myCIO Wealth Partners since the firms' inception in 2005. Prior to the formation of myCIO, he held a similar position with Ernst & Young, LLP and has 15 years of financial planning and investment consulting experience.

James (Jim) Henry is a Partner of myCIO Wealth Partners and serves as a wealth advisor to corporate executives and successful entrepreneurs (both domestic and abroad). Mr. Henry also serves as an investment advisor to several large foundations, endowments and non-profit organizations.

In addition to his advisory role, Mr. Henry serves on myCIO's Investment Advisory Committee, and helps lead our Asset Allocation team, which updates the firm's allocation and risk models.

Mr. Henry holds a B.S. in Accounting and Finance from West Chester University. He holds the Certified Investment Management Analyst (CIMA) credential from the University of Pennsylvania - Wharton School of Business through the Investment Management Consultants Association (IMCA).

Education

  • B.S. (Accounting and Finance) - West Chester University

Designation

  • Member - Investment Management Consultants Association
  • Certified Investment Management Analyst (CIMA)
  • NASAA Series 65
Justin Pagliei, CFA, CFP

Mr. Pagliei is a Partner of myCIO Wealth Partners, LLC and has been with the firm since 2005. Before joining myCIO, he was a member of the research department for Sanchez Wealth Management. Mr. Pagliei has been in the financial industry for more than 11 years.

Mr. Pagliei earned his Chartered Financial Analyst designation in 2006 and is a member of the CFA Institute and the CFA Institute of Philadelphia. Mr. Pagliei also earned his CFP certification in 2011.

Mr. Pagliei is currently an investment advisor and wealth manager to domestic and international high net worth individuals, C-Suite corporate executives, and both taxable and tax exempt institutions. Mr. Pagliei also provides due diligence and fiduciary reviews for several 401k retirement plans. Mr. Pagliei is a member of myCIO's Investment Advisory Committee and helps lead our Asset Allocation team, which updates the firm's allocation models on an annual basis.

Education

  • B.A. (Economics and Political Science) - Swarthmore College

Designation

  • Certified Financial Planner (CFP)
  • Member - CFA Institute of Philadelphia
  • Chartered Financial Analyst (CFA)
  • NASAA Series 65
Robert Shaw, CFA, CPA, CFP

Mr. Shaw serves on myCIO's Investment Committee, which is in charge of overseeing our relationship with our third-party due diligence providers and ensuring product compliance with policies and procedures. Mr. Shaw also leads the firm's tax practice.

Mr. Shaw is currently a Partner of myCIO Wealth Partners and serves as a wealth manager to C-level corporate executives and successful entrepreneurs and also serves as an investment advisor to several non-profit organizations in the Mid-Atlantic area.

Bob joined myCIO Wealth Partners, LLC through its separation from Ernst & Young. Prior to joining myCIO, he was a Senior Manager at Ernst and Young LLP for five years and managed several of their executive financial planning engagements. Mr. Shaw has been a financial advisor and investment counselor for more than 17 years.

Education

  • B.S. (Business Administration/Accounting) - Widener University

Designation

  • 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)
 

 

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