Jim Henry

Mr. James L.
Henry, III, is an Advisor at myCIO Wealth Partners LLC.
In addition to his advisory role, he serves on myCIO's Investment Advisory Committee, and helps lead our Asset Allocation team, which updates the firm's allocation and risk models.
He is also a Partner of myCIO Wealth Partners and serves as a Wealth Advisor to corporate executives and successful entrepreneurs (both domestic and abroad).
He also serves as an Investment Advisor to several large foundations, endowments and non-profit organizations.
He has over 15 years of financial planning and investment consulting experience.
Prior to the formation of myCIO, he held a similar position with Ernst & Young, LLP.
Mr. Henry holds a Bachelor of Science 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).