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About
Christopher Morello is a Partner at myCIO Wealth Partners in Philadelphia, where he serves as a lead financial counselor with particular focus on executive benefit planning, estate and philanthropic planning, and insurance strategies. As head of the firm's Sports & Entertainment division, he manages advisory services for clients in those sectors, and is integrally involved in asset allocation decisions as a member of the Investment Advisory Committee and Asset Allocation team.
Morello began his career as Underwriting Director at 1934 Group, an estate planning firm, before joining myCIO in 2006. Over his nearly two decades in the financial industry, he has developed expertise in working with high net worth individuals, corporate executives, and foundations, with an emphasis on alternative investments, fiduciary strategies, and complex wealth management solutions for specialty sectors such as sports and entertainment.
He holds a BA in Political Science from Swarthmore College and a Certificate in Financial Planning from Temple University. Morello is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and further extends his industry leadership as President of the Friends of Seger Park Playground, reflecting his ongoing commitment to both professional excellence and community service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| myCIO Wealth Partners | Partner | Sep 2006 to Present | • Develop and manage new and existing client relationships with high net worth individuals ($5 -$500 million) and corporate executives of Fortune 500 Companies. • Advise clients on appropriate investm... |
| Friends of Seger Park Playground | President | Jan 2015 to Present | — |
| 1934 Group | Underwriting Director | Jan 2004 to Jan 2006 | • Managed existing client relationships for small life insurance firm with focus on client service, underwriting and marketing. • Worked on the technical design of individual life and disability progr... |
| SUNY Maritime College | Director of Student Activities | Jan 2003 to Jan 2005 | • Responsible for organization of student events and activities, both on and off campus. • Coordinated new student orientation program and resident assistant programs and served as primary judicial of... |
Education
Temple University
Certificate in Financial Planning, Financial Planning and Services
2011 — 2011
Swarthmore College
BA, Political Science
1999 — 2003
West Islip Senior High School
NY State Regents
1996 — 1999
Skills & Expertise
Others at Mycio Wealth Partners, LLC (12)
| Name | Role | Location |
|---|---|---|
| Partner | Lafayette Hill, 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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