News
- myCIO Wealth Partners LLC selected by SourceMedia to lead new 401k Vendor Search
- myCIO Wealth Partners’ and DAVID LEES Named by Reuters as "Top Advisers 2008"
- Worth Magazine: "THE TOP 100 WEALTH ADVISORS"
- myCIO Wealth Partners and DAVID LEES recognized Nationally as One of "THE TOP 100 WEALTH ADVISORS" by WORTH MAGAZINE for the 8th Straight Year
- Plansponsor.com: "Pay for Play"
- Pensions and Investments: "PwC exits investment advisory business"
- WealthManagermag.com: "Do traditional views of portfolio management still apply in a retirement world?"
- myCIO Wealth Partners and PricewaterhouseCoopers, Philadelphia-Based Investment Advisory Group Combine to Form $5.9 Billion Dollar Independent Investment Advisory Firm
- Philadelphia Business Journal: "Top Money Managers"
- Philadelphia Magazine: " The Most Dependable Wealth Managers"
- myCIO Appoints CFO, Director of Finance
- Robb Report Worth’s Top 100 Wealth Advisors 2006
- Opening of Philadelphia Office in New Cira Centre
- Robb Report Worth’s Top 100 Wealth Advisors 2005
- myCIO Wealth Partners Announces Opening of Office in Philadelphia
- Barrons Article: “The Value Proposition Returns”
myCIO Update
Our entire management team has remained intact throughout the rollout from Ernst & Young and we have added approximately 20% additional employees.
Once again our team has been named to the Robb Report Worth Magazine ‘Top 100 Wealth Advisors’ list for the 6th straight year.
We now provide Financial Counseling services to over 17 Former and Current Chairman, CEOs and Presidents of Standard & Poors and Fortune 500 Companies.
Our assets under advisement have increased to over $4 billion with a median client net worth of $29 million which makes us one of the Largest Independent Wealth Managers in the Mid-Atlantic region.
We have a multi-national client base with clients in California, Connecticut, Delaware, Florida, Maryland, Massachusetts, Georgia, Indiana, Illinois, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Wyoming, South Carolina, Texas, Vermont, Virginia, the United Kingdom, France and Bermuda.