Mycio Wealth Partners
myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar 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 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 a leader in Independent Objective advice. In 2007, former PricewaterhouseCoopers personnel joined myCIO when their former firm also decided to exit the investment advisory business.
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Verified contacts
79
available on Kipplo
LinkedIn employees
75
51 to 200 range
Open roles
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no listings
Distinct roles
36
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
79 contacts with verified email or phone · masked until revealed.
- AK
Anthony Kpodi
Controller · Finance & Accounting
EmailPhone - AV
Anthony Voce
Senior Manager · General Business & Management
EmailPhone - BS
Bill Stanley
Manager · General Business & Management
EmailPhone - DC
David C. Gehring
Senior Manager · General Business & Management
EmailPhone - DL
Debra Lamanna
Billing Manager · Finance & Accounting
EmailPhone - JD
Jackson Davey
Senior Manager · General Business & Management
EmailPhone - JG
Julie Gibson
Office Manager · Operations
EmailPhone - MM
Mary Matthews
Manager · General Business & Management
EmailPhone - DW
Darryl W Stukes
Client Service Administrator · Customer/Client Service
EmailPhone
Showing 9 of 79 verified contacts
Top roles at Mycio Wealth Partners
36 distinct titles indexed · top 10 shown.
- 14financial planning analyst
- 11financial analyst
- 5partner
- 3analyst
- 3manager
- 3senior manager
- 2, &
- 2client service administrator
- 2financial planning intern
- 2private wealth management intern
- +26more titles
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