MyCIO WEALTH PARTNERS, LLC

Justin Pagliei is a CFP®, CFA®, and Series 65 credentialed advisor with 19 years of industry experience. He has been with myCIO Wealth Partners, LLC since 2005. The firm serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who meet a $1 million investable-assets threshold. MyCIO Wealth Partners offers portfolio management, financial planning, retirement plan consulting, and advisory services related to private investment funds, utilizing a mix of fundamental and technical analysis and managing a significant portion of assets on a non-discretionary basis.

Kaley Ryan is a financial advisor at MyCIO Wealth Partners, LLC with two years of industry experience. She holds the Series 65 designation and has worked at Artcraft and Muhlenberg College prior to joining MyCIO Wealth Partners. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, trusts, and other entities, typically working with clients who have at least $1 million in investable assets. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services, using both fundamental and technical analysis across a range of investment vehicles, with an emphasis on ongoing monitoring and due diligence.

Paul Bracaglia is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with MyCIO Wealth Partners since 2007 and has concurrently been involved with Brill Ventures since 1993. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who meet a $1 million investable-assets threshold. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services related to private investment funds, employing both fundamental and technical analysis across a range of investment vehicles.

William Resweber is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation. He joined the firm in 2023 and has prior experience at Macquarie Asset Management and in education at Drexel University and Strath Haven High School. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, and various entities, typically working with clients who have at least $1 million in investable assets. The firm provides portfolio management, financial planning, and advisory services, utilizing a range of investment strategies across mutual funds, ETFs, private funds, and other vehicles.

Jonathan Michewicz is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with MyCIO WEALTH PARTNERS, LLC since 2009. The firm serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who have at least $1 million in investable assets. MyCIO Wealth Partners offers a range of services including portfolio management, financial planning, retirement plan consulting, and advisory services related to private investment funds, utilizing both fundamental and technical analysis across various investment vehicles.

Timothy Tomalavage is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hirtle Callaghan & Co. LLC for eight years before joining MyCIO Wealth Partners in 2022. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who have at least $1 million in investable assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and advisory services related to private investment funds, utilizing a range of investment strategies and ongoing monitoring of third-party and private fund investments.

Kartik Aggarwal is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Agility Ventures and academic support roles at Haverford College and Harvard University. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, and other entities, focusing on clients with at least $1 million in investable assets. The firm offers a range of investment and advisory services, utilizing both fundamental and technical analysis, and manages a significant portion of assets on a non-discretionary basis.

William Stanley Jr. is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation with 10 years of industry experience. He has been with MyCIO Wealth Partners since 2015. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who meet a $1 million investable-assets threshold. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services related to private investment funds, employing both fundamental and technical analysis across a range of investment vehicles.

Ross Harryhill is a financial advisor at MyCIO Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at the University of Pennsylvania and Penn Athletics. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who meet a $1 million investable-assets threshold. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services, utilizing a mix of fundamental and technical analysis across a range of investment vehicles.

Ethan Anderson is a financial advisor at MyCIO Wealth Partners, LLC in Philadelphia, PA, holding a Series 65 designation. He has been in the industry since 2022, with prior experience at Hartford Funds and Biotelemetry, as well as roles in academia and other sectors. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who meet a $1 million investable-assets threshold. The firm offers a range of advisory services including portfolio and retirement plan management, financial planning, and tax preparation, utilizing both fundamental and technical analysis across diverse investment vehicles.

Paul Fontanes Jr. is a Series 65-licensed advisor at MyCIO Wealth Partners, LLC with less than one year of industry experience. His prior background includes service with the U.S. Department of Navy and academic roles at Pennsylvania State University and PA Leadership Charter School. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, generally working with clients who meet a $1 million investable-assets threshold. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services, utilizing a range of investment vehicles and both fundamental and technical analysis.

Daniel Lugo Villegas is a financial advisor at MyCIO Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at KPMG, LLP and BLBB Advisors, LLC. Outside of finance, he was involved with Brandon's Candles. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, generally working with clients who meet a typical $1 million investable-assets threshold. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and advisory services related to private investment funds, employing both fundamental and technical analysis across various investment strategies.

Stephen Rennard is a CFP® with 16 years of experience, currently serving as an advisor at MyCIO Wealth Partners, LLC since 2008. Based in Philadelphia, PA, he holds a Series 65 license and has focused his career at MyCIO Wealth Partners. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who meet a $1 million investable-assets threshold. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and advisory services related to private investment funds, employing both fundamental and technical analysis across a variety of investment vehicles.

David Lees is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at MyCIO Wealth Partners, LLC since 2005. He also serves as a director of Bryn Mawr Bank and Trust Company, participating on its compensation, executive, and wealth committees. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, and various entities, typically requiring clients to meet a $1 million investable-assets threshold. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services, utilizing both fundamental and technical analysis across a range of investment vehicles and emphasizing ongoing monitoring and due diligence.

James Henry III is a financial advisor with MyCIO Wealth Partners, LLC in Philadelphia, PA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with MyCIO Wealth Partners since 2005. MyCIO Wealth Partners serves high-net-worth individuals, charitable organizations, business entities, trusts, estates, and retirement plans, typically working with clients who meet a $1 million investable-assets threshold. The firm offers portfolio management, financial planning, retirement plan consulting, tax preparation on request, and advisory services related to private investment funds, using both fundamental and technical analysis across a range of investment vehicles.