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Christopher Morello

Christopher Morello

Partner at Mycio Wealth Partners, LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
myCIO Wealth PartnersPartnerSep 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 PlaygroundPresidentJan 2015 to Present
1934 GroupUnderwriting DirectorJan 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 CollegeDirector of Student ActivitiesJan 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

Blockchain
Digital Assets
Digital Asset Management
Bitcoin
Strategic Financial Planning
Investments
Retirement Planning
Investment Strategies
Estate Planning
Financial Planning
Retirement
Alternative Investments
Mutual Funds
Estate Tax Planning
Insurance
Investment Advisory
Life Insurance
Disability Insurance
Risk Management
Cash Flow Forecasting
Writing
PowerPoint
Financial Planners
Public Speaking
Income Tax
Retirement Income Strategies
Portfolio Management
Finance
Excel
Seminar Speaker
Real Estate Financing
Restricted Stock
Wealth Management
Educational Seminars
Microsoft Excel
Nonprofits
Wealth Transfer Planning
Nonprofit Consulting
Certified Financial Planner
Executive Compensation
Financial Analysis
Wealth
Seminar Presentations
Charitable Giving Strategies
Tax Preparation
Wealth Preservation Strategies
Management
Personal Finance
Insurance Planning
Due Diligence
Research
Word
Employee Benefits
Hedge Funds

Others at Mycio Wealth Partners, LLC (12)

NameRoleLocation
Bruce Fenster
Bruce Fenster
PartnerLafayette Hill, 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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