Meet the Firm

Where Fiduciary Expertise Meets Personal Commitment

Guided by Principles, Driven by Results

myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $15 billion dollars 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 serves as the Chief Investment Officer (CIO) for many of its clients and has a specialty in the alternative investment area and fiduciary liability. We provide financial counseling services to more than 50 Former and Current Chairmen, CEOs and Presidents of S&P and Fortune 500 Companies.

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 considered a leader in Independent and Objective advice.

Meet the Team

Our Guiding Principles

Comprehensive

myCIO is able to provide Independent and Objective advice on Investment, Income Tax, Estate Tax, or any Financial Planning topic which concerns our clients. We are truly Comprehensive in our approach.

Independence

Independence is paramount to our culture and is our core competency. Independence is a guiding principle of the Firm.

Objective

Objectivity is more than a state of mind for myCIO, it is fundamental to our practice and is the main reason we now provide consulting advice to over $14 billion dollars of investment assets.

Mission Statement

Our mission statement is based on two simple guiding principles:

INDEPENDENCE

Independence is our core competency and is the basic tenet of our mission statement. We truly believe this approach is the most effective Wealth Advisory solution for our clients.

PARTNERSHIP

myCIO truly partners with its clients. We have modeled our 401(k) and profit sharing with the same choices of Investments we offer to our clients. With respect to Alternative Investments, myCIO Partners invest side by side, in the same Alternative Investments we recommend to our clients.

The Team

David E. Lees, CFA®, CAIA®

Senior Partner

Bio

Prior to the separation of the Investment Advisory Group from Ernst and Young, LLP, and founding myCIO, 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 formerly served 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 Forbes as #2 on the Best in State Wealth Advisors Listing for Pennsylvania in the East - Private Wealth category.

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®

Senior Partner

Bio

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 25 years.

Mr. Biles is currently an investment advisor and wealth manager to senior corporate executives and successful entrepreneurs. Mr. Biles also serves on myCIO's Investment Committee, and is the Firm's Chief Compliance Officer.

Mr. Biles earned his Chartered Financial Analyst designation in 1997 and is a member of the Association for Investment Management and Research.

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

James L. Henry, CIMA®

Partner

Bio

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.

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.
Jim was recently recognized by Forbes as #4 on the Best in State Wealth Advisors Listing for Pennsylvania in the East - Private Wealth category.

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).

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.

EDUCATION

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

DESIGNATION

Member - Investment Management
Consultants Association
Certified Investment Management Analyst (CIMA)
NASAA Series 65

Jonathan P. Michewicz, CFA®, CPA

Partner

Bio

Mr. Michewicz is a Partner of myCIO Wealth Partners, LLC. Jon started with the firm directly upon graduation and has been with the firm since 2009.

Jon Michewicz serves as lead financial counselor with particular focus on investment management, tax planning, trust management, estate and philanthropic planning.

Mr. Michewicz holds a B.S. in Finance from The Pennsylvania State University, and a M.S in Finance from Villanova University. He also earned his Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations in 2014.

In addition to his advisory role, Mr. Michewicz serves on myCIO's Investment Advisory Committee, which is responsible for establishing and monitoring the list of the firm's approved investment products.

EDUCATION

B.S. (Finance) - The Pennsylvania State University
M.S. (Finance) - Villanova University

DESIGNATION

Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
NASAA Series 65
Member - CFA Society Philadelphia

Christopher D. Morello, CFP®

Partner

Bio

Mr. Morello is a Partner of myCIO Wealth Partners, LLC and has been with the firm since 2006. Before joining myCIO, he spent several years at 1934 Group, an Estate Planning firm in Berwyn, PA. Mr. Morello has been in the financial industry for more than 15 years.

Christopher (Chris) Morello serves as lead financial counselor with particular focus on executive benefit planning, estate and philanthropic planning and insurance planning. He is also responsible for managing the firms Sports & Entertainment division.

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

Mr. Morello holds a B.A. in Political Science from Swarthmore College. He also earned his CFP certification in 2012. In 2019, he completed the exclusive Executive Leadership Program offered through Charles Schwab. In 2021, he became registered with the NFLPA as a Registered Player Financial Advisor.

EDUCATION

B.A. (Political Science)-- Swarthmore College

DESIGNATION

Certified Financial Planner (CFP)
NASAA Series 65
NFLPA Registered Player Financial Advisor

Justin Pagliei, CFA®, CFP®

Partner

Bio

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 15 years.

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.

Mr. Pagliei earned his Chartered Financial Analyst designation in 2006 and is a member of the CFA Society and the CFA Society of Philadelphia. Mr. Pagliei also earned his CFP certification in 2011.
Justin was recognized by Forbes as #8 on the Best in State Wealth Advisors Listing for Pennsylvania in the East - Private Wealth category for 2024.

EDUCATION

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

DESIGNATION

Certified Financial Planner (CFP)
Member - CFA Society Philadelphia
Chartered Financial Analyst (CFA)
NASAA Series 65

Stephen J. Rennard, CFP®

Partner

Bio

Steve started with the firm directly upon graduation and has been with the firm since 2008.

Stephen (Steve) Rennard serves as lead financial counselor with particular focus on investment management, executive benefit & compensation planning, small business planning, trust management, wealth transfer, estate planning, and philanthropic planning.

In addition to his advisory role, Mr. Rennard serves on myCIO's Investment Advisory Committee, which is responsible for establishing and monitoring the list of the firm's approved investment products.
Mr. Rennard holds a B.S. in Finance from Drexel University. He also earned his Certified Financial Planner (CFP) in 2012.

EDUCATION

B.S. (Finance) - Drexel University

DESIGNATION

Certified Financial Planner (CFP)
NASAA Series 65

Robert Shaw, CFA®, CPA, CFP®

Partner

Bio

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.

Robert (Bob) Shaw 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 20 years.

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. Bob is a Certified Public Accountant (CPA), Certified Financial Planner (CFP) and Certified Financial Analyst (CFA).

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)

William J. Stanley Jr., CFA®

Partner

Bio

Mr. Stanley is a Partner of myCIO Wealth Partners, LLC and has been with the firm since 2015. Before joining myCIO, he was a Corporate Strategy Analyst for CubeSmart Self Storage. Mr. Stanley has been in the financial industry for more than 10 years.

Mr. Stanley serves as a wealth advisor to corporate executives and successful entrepreneurs. Mr. Stanley also helps the firm's alternative investment due diligence team.

Mr. Stanley holds a B.S. in Finance & Economics from Boston College. He also earned his Chartered Financial Analyst (CFA) designation in 2017.

EDUCATION

B.S. (Finance & Economics) - Boston College

DESIGNATION

Chartered Financial Analyst (CFA)
NASAA Series 65

Adrian Verueco,
CPA, CIA®, CRMA®, CGMA®

Partner

Bio

Adrian is a Partner and Chief Financial Officer of myCIO Wealth Partners, LLC and has been with the firm since 2016. Before joining myCIO, he spent several years at Turner Investments, LP and Ernst & Young LLP. Mr. Verueco has been in the asset management industry for more than 15 years.

Adrian leads myCIO's Finance & Admin Team which is responsible for Financial Reporting, Fund Accounting, Operations, Human Resources, among others.

Mr. Verueco holds a B.S. in Accounting from San Beda College and a Certificate in Human Resource Management from Villanova University. He also has earned a number of professional designations including Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certification in Risk Management Assurance (CRMA), and Chartered Global Management Accountant (CGMA).

Adrian was a Philadelphia Business Journal 2022 CFO of the Year Honoree.

EDUCATION

B.S. (Accounting)-- San Beda College

DESIGNATION

Chartered Global Management Accountant (CGMA)
Certified Public Accountant (CPA)
Certification in Risk Management Assurance (CRMA)
Certified Internal Auditor (CIA)

Meet the Firm

Where Fiduciary Expertise Meets Personal Commitment

Guided by Principles, Driven by Results

Our Guiding Principles

Comprehensive

Independence

Objective

Mission Statement

INDEPENDENCE

PARTNERSHIP

The Team

David E. Lees, CFA®, CAIA®

Bio

James Biles, CFA®

Bio

James L. Henry, CIMA®

Bio

Jonathan P. Michewicz, CFA®, CPA

Bio

Christopher D. Morello, CFP®

Bio

Justin Pagliei, CFA®, CFP®

Bio

Stephen J. Rennard, CFP®

Bio

Robert Shaw, CFA®, CPA, CFP®

Bio

William J. Stanley Jr., CFA®

Bio

Adrian Verueco, CPA, CIA®, CRMA®, CGMA®

Bio

Adrian Verueco,
CPA, CIA®, CRMA®, CGMA®