Partner Biographies

David E. Lees, CFA, CPA, 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.

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

MBA - Duke University, Fuqua School of Business
BBS - James Madison University

Designation

CFA - Chartered Financial Analyst
CPA - Certified Public Accountant
CAIA - Chartered Alternative Investment Analyst
Member - CAIA Association
Member - CFA Institute
Member - Philadelphia Financial Analysts

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 15 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

BS - University of Delaware, Economics

Designation

CFA - Chartered Financial Analyst
AIMR Member - Association of Investment Management Research
Member - Philadelphia Financial Analysts

Paul J. Bracaglia, CPA, 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 the Center for Emerging Visual Artists, 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

NASD Series 65 and Series 2.
CPA - Certified Public Accountant
AIF - Accredited Investment Fiduciary