myCIO Wealth Partners
Industry: Company
DescriptionFounded: 2005 Parent organization: AMG Wealth Partners, LP
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myCIO Wealth Partners Employees
Vass Financial Strategies, LLC August 2015 - Present
myCIO Wealth Partners May 2015 - August 2015
Rosenzweig & Associates WMG, LLC September 2012 - May 2015
Education
Temple University - James E. Beasley School of Law 2010 — 2013
J.D., Law
Ursinus College 2007 — 2010
B.A, Business & Economics, Poltics
myCIO Wealth Partners September 2006 - Present
1934 Group 2004 - 2006
SUNY Maritime College 2003 - 2005
Skills
Certified Financial..., Financial Planning, Personal Finance, Investment Advisory, Investment Strategies, Investments, Executive Compensation, Restricted Stock, Retirement Planning, Retirement Income..., Insurance Planning, Income Tax, Tax Preparation, Estate Tax Planning, Estate Planning, Real Estate Financing, Financial Analysis, Cash Flow Forecasting, Public Speaking, Seminar Presentations, Seminar Speaker, Educational Seminars, Nonprofit Consulting, Excel, Word, PowerPoint, Writing, Research, Wealth Preservation..., Wealth Transfer Planning, Charitable Giving..., Strategic Financial..., Wealth, Retirement, Nonprofits, Life Insurance, Disability Insurance, Employee Benefits, Insurance, Alternative Investments, Risk Management, Financial Planners, Hedge Funds, Wealth Management, Mutual Funds, Management, Portfolio Management, Due Diligence, Finance, Microsoft Excel
Education
Temple University 2011 — 2011
Certificate in Financial Planning, Financial Planning and Services
Swarthmore College 1999 — 2003
BA, Political Science
West Islip HS 1996 — 1999
NY State Regents
NavPort August 2014 - Present
Settlement Music School February 2013 - Present
Philadelphia Spinners™ March 2012 - Present
Preferred April 2013 - August 2014
Fairmount Partners March 2012 - March 2013
myCIO Wealth Partners March 2011 - March 2012
Fairmount Partners November 2007 - February 2011
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Business Development, Analysis, Finance, Financial Modeling
Education
Ithaca College 2006 — 2007
MBA
Ithaca College 2002 — 2006
B.S., Finance
Haverford High School 1998 — 2002
KPMG July 2015 - Present
myCIO Wealth Partners February 2015 - July 2015
Philadelphia Mental Health Center November 2013 - January 2015
New Penn Financial, LLC November 2012 - September 2013
Norfolk Southern May 2012 - August 2012
Roanoke Small Business Development Center January 2012 - May 2012
Hollins University February 2012 - April 2012
Hollins University January 2010 - January 2012
UBS Financial Services January 2011 - January 2011
Cavener's Library & Office Supplies January 2009 - May 2009
Skills
Relationship Management, Communication, Microsoft Office, SAP, InDesign, Foreign Languages, Office Administration, SPSS, QuickBooks, Bloomberg Terminal, Research, Data Analysis, Financial Analysis, Data Validation, Marketing, Customer Service, coun, Accounting, Event Planning, Fundraising, Team Leadership, Economics, Business Planning, Microsoft Excel, Teamwork, PowerPoint
Education
St. Joseph's University 2013 — 2015
Master of Science (MS), Finance and Financial Management Services
Hollins University 2010 — 2012
BA, Business, Economics
Cottey College 2007 — 2009
AS, Business, Economics
Dominican Convent High School 2002 — 2006
A Level, Business/Commerce, General
myCIO Wealth Partners 2013 - Present
Education
University of Pennsylvania 2009 — 2012
BA, Mathematics, Economics
McCormick Taylor, Inc. July 2015 - Present
myCIO Wealth Partners May 2014 - July 2015
Aker Philadelphia Shipyard September 2013 - March 2014
Philadelphia Streets Department September 2012 - March 2013
Philadelphia Housing Authority September 2011 - March 2012
E.L.F. Entertainment July 2010 - September 2011
Medrad June 2011 - August 2011
Skills
Training, Time Management, Outlook, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Lotus Notes, Windows 7, Mac OS, Kronos WFC, Customer Service, Facebook, Public Relations, Public Speaking, Social Networking, Human Resources, Event Management, Basic HTML, SQL, Microsoft Access
Education
Community College of Philadelphia 2015 — 2017
Associate in Applied Science, Computer Information Systems/Information Technology
Drexel University 2010 — 2015
Business Administration, Finance (129.5 credits completed)
PhillyVoice.com December 2014 - Present
Macy's Inc. October 2013 - November 2014
Revel Entertainment January 2012 - April 2013
Drexel University November 2009 - March 2011
myCIO Wealth Partners 2007 - 2008
McKinsey & Company 2005 - 2007
Ernst & Young, LLP 2002 - 2005
Philadelphia Eagles 1995 - 2002
Richardson 1998 - 2001
Centcom, Ltd. 1996 - 1998
Skills
Budgets, Customer Service, Microsoft Word, Event Planning, Microsoft Office, Social Media, Event Management, Process Scheduler, Microsoft Excel, Social Media Marketing, Marketing Strategy
Education
Temple University 1994 — 1996
Bachelor of Arts (B.A.), American Studies
Penn State University 1991 — 1993
St. Ephrem
Villa Joseph Marie
myCIO Wealth Partners May 2012 - Present
Ernst & Young August 2009 - April 2012
Price Waterhouse Coopers 1994 - 2009
MetLife January 1992 - December 1993
Drexel University April 1983 - June 1983
Skills
Tax, Financial Planning, Income Tax, Compliance, Investment..., Strategic Financial..., Insurance, Estate Planning, Investments, Mutual Funds
Education
Villanova Law School 1998 — 2001
Masters of Tax, Taxation
Drexel University - LeBow College of Business 1979 — 1984
BS, Accounting
G W High School 1975 — 1979
myCIO Wealth Partners September 2014 - Present
OIM December 2010 - September 2014
Pace University Accounting Department August 2010 - December 2010
Penta Dynamic Solutions September 2009 - December 2009
Skills
Microsoft Office, Salesforce.com, German, Microsoft Excel, PowerPoint, Research, Outlook, Marketing, Leadership, Press Releases
Education
Pace University 2007 — 2011
Bachelor, Business Management and Economics
American Embassy School 2003 — 2007
High School Diploma/International Baccalaureate
myCIO Wealth Partners August 2015 - Present
CubeSmart September 2013 - August 2015
Carroll School of Management Finance Department June 2012 - May 2013
Boston College Law School May 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Bloomberg, PACER, SNL, Thompson One, Hyperion, Finance, Customer Service
Education
Boston College 2009 — 2013
Bachelor of Science, Finance & Economics
Franklin Square Capital Partners December 2014 - Present
Mars May 2014 - August 2014
myCIO Wealth Partners May 2013 - August 2013
myCIO Wealth Partners May 2012 - August 2012
Skills
Finance, Program Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Data Analysis, Public Speaking, Research, Leadership, Financial Analysis, Social Networking
Education
University of Pennsylvania 2010 — 2014
Nazareth Area High School 2006 — 2010
Osage Venture Partners September 2014 - Present
Inspirica September 2013 - June 2014
myCIO Wealth Partners May 2012 - August 2013
Valley Forge Asset Management November 2010 - April 2012
Skills
Customer Relations, Multitasker, Marketing Research, Deadline Management, Outgoing, People Skills, Microsoft Office, Customer Service, Task Management, Research, Social Networking, Management, Event Planning, Editing
Education
Temple University 2015 — 2017
Master of Science (M.S.), Globalization & Development Communications
Eastern University 2007 — 2010
Degree: BA, Sociology
Ameriprise Financial Services, Inc. March 2014 - Present
myCIO Wealth Partners October 2013 - January 2014
Janney Montgomery Scott LLC April 2011 - September 2013
Morgan Stanley March 2010 - March 2011
Northeast US Motor Sports, Inc. October 2004 - March 2010
Voya Financial May 2009 - November 2009
Merrill Lynch October 2008 - May 2009
LiveHelpNow October 2005 - October 2008
Education
The American College 2011 — 2012
CFP Board-Registered Education Program
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Finance
Duane Morris LLP August 2015 - Present
Morgan, Lewis & Bockius LLP October 2013 - July 2015
Hon. Gary L. Lancaster, U.S. District Court for the Western District of Pennsylvania 2012 - 2013
PwC June 2011 - August 2011
myCIO Wealth Partners 2007 - 2009
Pepper Hamilton LLP 2006 - 2007
Skills
Investments, Tax Law, Tax, Strategic Financial..., Litigation, Courts, Trials, International Law, Legal Research, Trade Secrets, Employment Law, Legal Writing
Education
Vanderbilt University Law School
J.D.; Law & Business Certificate
Swarthmore College
B.A., Economics & Political Science
U.S. Department of the Treasury July 2015 - Present
U.S. Department of the Treasury January 2015 - May 2015
myCIO Wealth Partners August 2011 - June 2014
National Bureau of Economic Research May 2010 - August 2011
Chown Dewhurst LLP October 2010 - December 2010
Foreign Policy Research Insitute June 2009 - August 2009
Skills
Economics, Research, International Relations, Investments, Financial Modeling, Finance, Financial Analysis, Microsoft Excel
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2015
Master of Arts (M.A.), International Economics and Finance
Boston University 2007 — 2011
B.A., Economics, International Relations
TFS Capital September 2014 - Present
Fund Evaluation Group July 2012 - August 2014
myCIO Wealth Partners October 2011 - July 2012
Morgan Stanley 2006 - 2011
Goldman Sachs 2003 - 2006
Bayerische Landesbank 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Financial Modeling, Investments, Fixed Income, Capital Markets, Private Equity, Equities, Valuation, Bloomberg, Series 7, Asset Allocation, Asset Managment, Derivatives
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Bates College 1992 — 1996
BA, Economics
Onward Behavioral Health October 2013 - Present
Fresenius Medical Care March 2012 - October 2013
Tozour-Trane Energy Systems King of Prussia PA March 2011 - November 2011
myCIO Wealth Partners June 2010 - February 2011
Deloitte June 2009 - August 2009
United States Department of Defense May 2007 - September 2008
Skills
Microsoft Excel, Finance, SAP, Financial Modeling, PowerPoint, Citrix, Minitab, Internal Controls, Forecasting, Financial Analysis, Zephyr, Falcon, Budgets, Revenue Recognition, Excel, COINS, Microsoft Word, Microsoft Office, General Ledger, Data Analysis, Valuation, Financial Statements, Accounting, Financial Reporting, Accounts Receivable, Access, Journal Entries, QuickBooks, Investments, Tax, Payroll, Cash Flow, Internal Audit, Financial Accounting, Accounts Payable, Process Improvement, Cost Accounting, Financial Audits, US GAAP, SEC filings, Account Reconciliation, Management, GAAP, Argus Modeling, Real Estate Investor, Real Estate Financing, Real Estate Management, VBA, SQL, Auditing
Education
Saint Joseph's University 2012 — 2016
Master of Business Administration (MBA), Business Analytics / DSS / Business Intelligence Concentration, 3.6
Saint Joseph's University 2006 — 2010
Bachelor's degree, Accounting & Finance Double Major
Our Lady of Lourdes
Catholic Grade School Diploma, Solid Old School Catholic Education
Our Lady of Lourdes
myCIO Wealth Partners April 2011 - Present
Janney Montgomery Scott August 2010 - April 2011
Citigroup October 2007 - August 2010
Skills
Financial Modeling, Finance, Financial Analysis, Investments, Fixed Income, Portfolio Management, Equities, Hedge Funds, Valuation, Alternative Investments, Bloomberg
Education
University of Pennsylvania 2002 — 2006
myCIO Wealth Partners September 2009 - Present
GW & Wade April 2004 - September 2009
Grant Thornton LLP 2000 - 2002
Feeley & Driscoll, P.C. October 1997 - July 2000
Education
Bentley College 2003 — 2004
Masters in Taxation with Certificate in Personal Financial Planning
College of the Holy Cross 1990 — 1994
BA in Economics - Accounting
Holy Spirit High School 1986 — 1990
myCIO Wealth Partners 2008 - Present
myCIO Wealth Partners, LLC 2008 - Present
SMART Business Advisory and Consulting,LLC 2001 - 2008
Education
Drexel University - LeBow College of Business 1963 — 1968
BS in BusAdm, Accounting
Pennsylvania Trust January 2015 - Present
BNY Mellon Wealth Management September 2012 - January 2015
BNY Mellon Wealth Management February 2008 - September 2012
myCIO Wealth Partners 2005 - 2007
RBC Dain Rauscher 2003 - 2005
Skills
Investments, Estate Planning, Wealth Management, Investment Strategies, Wealth, Wealth Management..., Portfolio Management
Education
University of Delaware 1998 — 2002
Leadership and Consumer Economics
myCIO Wealth Partners August 2007 - Present
PricewaterhouseCoopers March 2005 - August 2007
SEI Investments 1997 - 2004
Skills
Investments, Alternative Investments, Strategic Financial..., Wealth Management, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management
Education
Villanova University 1993 — 1997
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Finance
Mill Creek Capital Advisors, LLC April 2015 - Present
myCIO Wealth Partners June 2010 - April 2015
Goldman Sachs April 2009 - September 2009
BlackRock April 2008 - September 2008
Susquehanna International Group April 2007 - September 2007
Skills
Equities, Fixed Income, Securities, Spreadsheets, Client Interfacing..., Economics, Private Wealth..., Financial Analysis, Manage Client..., Wealth Management..., Investments, Portfolio Management, Asset Allocation, Estate Planning
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science (B.S.), Finance and Economics
PricewaterhouseCoopers LLP October 2013 - Present
myCIO Wealth Partners October 2012 - October 2013
The Yoga Garden September 2012 - October 2013
PwC June 2012 - August 2012
Conrad O'Brien January 2012 - June 2012
Drexel University September 2008 - June 2012
KPMG January 2011 - June 2011
LECG (formerly SMART Business Consulting & Advisory) January 2009 - June 2010
State Farm Insurance June 2008 - August 2008
Skills
Accounting, Microsoft Excel, PowerPoint, QuickBooks, Microsoft Office, Auditing, Financial Analysis, Financial Reporting, Microsoft Word, Financial Accounting, Access, Outlook, Financial Statement..., Financial Statements, Data Analysis, Research, Public Speaking, Tax, Event Planning, Non-profits, Nonprofits, Internal Controls, Human Resources, Management, Project Planning
Education
La Salle University 2012 — 2012
Master of Business Administration (M.B.A.), Accounting
Drexel University 2007 — 2012
Bachelor of Science (BS), Business Administration
Astraeus Wealth Advisers, LLC September 2010 - Present
myCIO Wealth Partners May 2005 - July 2010
Ernst & Young August 2004 - April 2005
Skills
Financial Analysis
Education
Northeastern University 1999 — 2004
BS, International Business/Finance
NEOMA Business School
myCIO Wealth Partners November 2005 - Present
Sanchez Wealth 2003 - 2004
Skills
Bloomberg, Securities, Strategic Financial..., Estate Planning, Financial Modeling, Valuation, Financial Analysis, Estate Tax Planning, Economics, Tax, Credit, Income Tax
Education
Swarthmore College 1998 — 2002
Bachelor of Arts (B.A.), Economics and Political science
myCIO Wealth Partners January 2010 - Present
Education
Penn State University
myCIO Wealth Partners June 2012 - Present
Mercer May 2008 - August 2012
Skills
Actuarial Science, Defined Benefit, Pension Funds, Valuation, Financial Analysis, Investments, Financial Modeling, Portfolio Management, Equities, Finance
Education
University of Florida - Warrington College Of Business 2004 — 2008
BS, Finance and Statistics