Phil Bonelli
Portefeuillebeheerder-Aandelen bij myCIO Wealth Partners LLC
Profiel
Mr. Philip J.
Bonelli is a Partner at myCIO Wealth Partners LLC.
In this capacity, he works with high net worth individuals, institutions, endowments and foundations in designing, monitoring and implementing appropriate investment and financial planning strategies.
Prior to the sale of the investment advisory practice of PricewaterhouseCoopers LLC, he was a Manager at PricewaterhouseCoopers and member of PwCIA's Institutional Services Group for defined contribution plans.
His other work experience was through SEI Investments, where he was responsible for strategic advisor relationships in the western U.S.
as well as with Merrill Lynch, where he served as a Financial Advisor.
Mr. Bonelli received his Bachelor of Science in Accounting from Villanova University and an MBA with a concentration in Finance from St. Joseph's 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).
He earned his CIMA designation in 2005 and is a member of IMCA.
Actieve functies van Phil Bonelli
| Bedrijven | Functie | Begin |
|---|---|---|
myCIO Wealth Partners LLC
 myCIO Wealth Partners LLC Investment ManagersFinance myCIO Wealth Partners LLC (myCIO) is a registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded in 2005 as the result of Ernst & Young's decision to exit the investment and wealth advisory industry due to the Sarbanes-Oxley Act. They are a subsidiary of Union Acquisition LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in 2015. myCIO provides financial consulting services to investment assets of individuals, families, endowments, defined contribution and defined benefit plans, and trusts. | Portefeuillebeheerder-Aandelen | 01-09-2007 |
Opleiding van Phil Bonelli
| Villanova University | Undergraduate Degree |
| St. Joseph's University | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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myCIO Wealth Partners LLC
myCIO Wealth Partners LLC Investment ManagersFinance myCIO Wealth Partners LLC (myCIO) is a registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded in 2005 as the result of Ernst & Young's decision to exit the investment and wealth advisory industry due to the Sarbanes-Oxley Act. They are a subsidiary of Union Acquisition LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in 2015. myCIO provides financial consulting services to investment assets of individuals, families, endowments, defined contribution and defined benefit plans, and trusts. | Finance |
