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Bruce Fenster

Bruce Fenster

Partner at Mycio Wealth Partners, LLC

Lafayette Hill, PA , United States

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

OrganizationRoleDate RangeDetails
myCIO Wealth PartnersPartnerMay 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 BlindMember of the Board of DirectorsJun 2016 to Present
Ernst & YoungExecutive Director-PFS Philaelphia Practice LeaderAug 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 CoopersDirectorJan 1994 to Jan 2009
Financial Planning for High Networth Individuals
MetLifeSales RepJan 1992 to Dec 1993
Sold Life Insurance Products, Mutual Funds and Annuities
Drexel UniversityMorning Show News Man Sounds of Jerusalem ShowApr 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

Tax
Financial Planning
Income Tax
Compliance
Investment Management/Consulting
Strategic Financial Planning
Insurance
Estate Planning
Investments
Mutual Funds

Others at Mycio Wealth Partners, LLC (12)

NameRoleLocation
Christopher Morello
Christopher Morello
PartnerPhiladelphia, PA , United States
J
Jim Biles
PartnerPhiladelphia, PA , United States
Kevin Newbert
Kevin Newbert
AnalystPhiladelphia, PA , United States
S
Stephen Rennard
PartnerPhiladelphia, PA , United States
C
Connor L.
Senior AnalystNew York, NY , United States
D
David Lees
Senior PartnerBryn Mawr, PA , United States
J
Jon Michewicz
PartnerPhiladelphia, PA , United States
J
Justin Pagliei
PartnerPhiladelphia, PA , United States
Matthew Oliveira
Matthew Oliveira
AnalystNew York, NY , United States
Patrick Kowalczyk
Patrick Kowalczyk
AnalystPhiladelphia, PA , United States
Showing 1-10 of 12 team members

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