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Justin Pagliei, CFA, CFP

Investment Advisor at myCIO Wealth Partners

Justin Pagliei is a Partner at myCIO Wealth Partners, a Philadelphia-based independent registered investment advisory firm.12 He has been with the company since 2005 and has over 15 years of experience in the financial industry.3

As an investment advisor and wealth manager, Pagliei works with high-net-worth individuals, C-Suite corporate executives, and both taxable and tax-exempt institutions.3 He is also involved in providing due diligence and fiduciary reviews for several 401k retirement plans.3

Key points about Justin Pagliei:

  1. Education: Bachelor of Arts in Economics and Political Science from Swarthmore College (1998-2002)1

  2. Professional designations:

    • Chartered Financial Analyst (CFA), earned in 20063
    • Certified Financial Planner (CFP), earned in 20113
  3. Professional memberships:

    • CFA Society
    • CFA Society of Philadelphia3
  4. Roles at myCIO Wealth Partners:

    • Member of the Investment Advisory Committee
    • Helps lead the Asset Allocation team3
  5. Recognition: Ranked #8 on the Forbes Best in State Wealth Advisors List 2022 for Pennsylvania in the East - Private Wealth category34

Prior to joining myCIO Wealth Partners, Pagliei worked as Director of Research at Sanchez Wealth from 2003 to 2004.1

myCIO Wealth Partners, founded in 2005, manages over $11.8 billion in assets as of December 31, 2021.2 The firm provides comprehensive financial services, including financial, tax, and estate planning, as well as asset allocation and investment management.2

Highlights

Jan 1 · myciowp.com
Independent • Objective | Biographies - myCIO Wealth Partners
May 25 · citybiz.co
myCIO Partners James Henry and Justin Pagliei Named to Forbes ...
May 24 · prnewswire.com
myCIO Partners James (Jim) Henry and Justin Pagliei named to ...

Related Questions

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Location

Philadelphia, Pennsylvania, United States