James Joseph Biles
Oprichter bij myCIO Wealth Partners LLC
Profiel
Mr. James J.
Biles, CFA, is a Senior Partner & Founding Member at myCIO Wealth Partners LLC.
He also serves on myCIO's Investment Advisory Counsel, which is in charge of overseeing our relationship with our third-party due diligence provider and ensuring product compliance with policies and procedures.
Prior to founding myCIO, Mr. Biles was a Senior Manager at Ernst and Young LLP for 10 years and served as their Regional Leader for Wealth Advisory Services.
He has been a Financial Advisor and Investment Counselor for more than 20 years.
Mr. Biles received his Bachelor of Science in Economics from University of Delaware.
He also earned his Chartered Financial Analyst designation in 1997 and is a member of the Association for Investment Management and Research.
Actieve functies van James Joseph Biles
| 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. | Oprichter | 01-07-2005 |
Eerdere bekende functies van James Joseph Biles
| Bedrijven | Functie | Einde |
|---|---|---|
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | 30-06-2005 |
| Philadelphia University | Corporate Officer/Principal | - |
Opleiding van James Joseph Biles
| University of Delaware | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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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 |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
