PHILADELPHIA, May 23, 2024
/PRNewswire/ -- myCIO Wealth Partners LLC (myCIO), one of the
largest independent registered investment advisors (RIAs) in the
country, has promoted William (Bill)
Stanley to level of Partner effective April 1, 2024.
Mr. Stanley joined the firm in August
2015 as a Financial Analyst and more recently served as a
lead financial counselor with a particular focus on executive
financial planning and alternative investment due diligence. Prior
to working with myCIO, he worked at CubeSmart Self Storage as a
Corporate Strategy Analyst. Bill earned a Bachelor of Science in
Finance & Economics from Boston
College and subsequently earned his Chartered Financial
Analyst (CFA) designation.
"We could not be more excited to welcome Bill into the
Partnership and recognize his outstanding contribution to the firm
over the years" said David E. Lees,
Senior Partner. "Those who have worked with Bill know his
'team first' attitude as well as his outstanding relationship &
technical skills. Bill represents the firm well and we are proud to
welcome Bill as our Partner. His promotion is well deserved."
About myCIO Wealth Partners, LLC
Based in Philadelphia, myCIO is a Comprehensive,
Independent and Objective (CIO) financial advisory firm founded in
2005 and as of December 31, 2023 has
over $12.9 billion in assets
under management. The firm provides comprehensive, objective
advice regarding financial, tax and estate planning, asset
allocation and investment management to entrepreneurs, senior
corporate executives, families, endowments, trusts and retirement
plans. myCIO currently provides Financial Counseling services
to more than 50 current and former Chairman, CEOs and Presidents of
Standard & Poors and Fortune 500 companies. For more
information, please visit www.myciowp.com.
Disclaimers
myCIO is a registered investment advisor
that provides investment advisory and related services for clients
nationally. We will maintain all applicable registration and
licenses as required by the various states in which we conduct
business, as applicable. myCIO renders individualized responses to
persons in a particular state only after complying with all
regulatory requirements, or pursuant to an applicable state
exemption or exclusion. The statement regarding being one of the
largest independent registered investment advisors in the country
is derived from the various listings and rankings where myCIO
appears and comparing our listed assets under management to others
on the list. For more information on the listings and rankings
please contact us.
Media Contact:
Adrian Verueco, +12672953883, adrian.verueco@myciowp.com
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SOURCE myCIO Wealth Partners