About
Bruce J. Fenster is a Partner at myCIO Wealth Partners, located in Lafayette Hill, PA, where he leverages over 36 years of experience advising high net worth clients with tailored investment, financial, and income tax planning solutions. His responsibilities focus on designing and implementing sophisticated financial planning strategies for executives, entrepreneurs, and prominent individuals, specifically within the Philadelphia, Washington D.C., and Boston regions. Fenster’s advisory expertise covers a broad spectrum of sectors, notably working with high net worth individuals and corporate executives on comprehensive financial consulting that spans traditional and alternative asset classes.
Prior to joining myCIO in 2012, Fenster held leading roles including Executive Director and Personal Financial Services Practice Leader at Ernst & Young, as well as Director at PricewaterhouseCoopers, where he developed deep experience in complex investment management, tax planning, and financial strategies for corporate leaders. Additionally, he serves as a Board Member at Overbrook School for the Blind, demonstrating a commitment to community service and nonprofit governance.
Fenster holds a Masters of Tax in Taxation from Villanova Law School and a Bachelor of Science in Accounting from Drexel University’s LeBow College of Business, emphasizing his strong foundation in tax law, accounting, and wealth management. His career is distinguished by a consistent focus on high net worth wealth advisory, investment strategy, and bespoke solutions in the financial services sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| myCIO Wealth Partners | Partner | May 2012 to Present | Provide Comprehensive, Independent, Objective fee only financial consulting services focusing on the creation, implementation and monitoring the performance of client investment portfolios. In additio... |
| Overbrook School for the Blind | Member of the Board of Directors | Jun 2016 to Present | — |
| Ernst & Young | Executive Director-PFS Philaelphia Practice Leader | Aug 2009 to Apr 2012 | Provide Comprehensive financial planning services to individuals including asset allocation and investment implementation services, cash flow/retirement planning, insurance sufficiency planning, educa... |
| Price Waterhouse Coopers | Director | Jan 1994 to Jan 2009 | Financial Planning for High Networth Individuals |
| MetLife | Sales Rep | Jan 1992 to Dec 1993 | Sold Life Insurance Products, Mutual Funds and Annuities |
| Drexel University | Morning Show News Man Sounds of Jerusalem Show | Apr 1983 to Jun 1983 | Did the news breaks at 25 minutes and 55 minutes after the hour and drank a lot of coffee. |
Education
Villanova Law School
Masters of Tax, Taxation
1998 — 2001
Drexel University's LeBow College of Business
BS, Accounting
1979 — 1984
G W High School
1975 — 1979
Skills & Expertise
Others at Mycio Wealth Partners, LLC (12)
| Name | Role | Location |
|---|---|---|
| Partner | Philadelphia, PA , United States | |
J Jim Biles | Partner | Philadelphia, PA , United States |
| Analyst | Philadelphia, PA , United States | |
S Stephen Rennard | Partner | Philadelphia, PA , United States |
C Connor L. | Senior Analyst | New York, NY , United States |
D David Lees | Senior Partner | Bryn Mawr, PA , United States |
J Jon Michewicz | Partner | Philadelphia, PA , United States |
J Justin Pagliei | Partner | Philadelphia, PA , United States |
| Analyst | New York, NY , United States | |
| Analyst | Philadelphia, PA , United States |
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