About
Jim Biles is a Senior Partner at Mycio Wealth Partners, one of the largest independent wealth management firms in Philadelphia. He leads investment advisory and wealth management services, focusing on providing objective counsel and managing portfolios for senior corporate executives, entrepreneurs, and institutional clients. As a member of the firm's investment committee and Chief Compliance Officer, he plays a key role in shaping investment policy and overseeing regulatory adherence.
With over 25 years of experience, Jim's career spans advisory leadership at Ernst & Young, where he served as Regional Leader for Wealth Advisory Services, and earlier roles at J.P. Morgan Delaware. His expertise encompasses asset allocation, investment management, financial planning for executives, endowments, and retirement plans, with significant sector focus on corporate executive compensation, philanthropic planning, and multi-asset portfolios.
Jim holds a Bachelor of Science in Economics from the University of Delaware and is a Chartered Financial Analyst (CFA). He actively contributes to industry and community organizations, including serving as Treasurer and Finance Chair for the Free Library of Philadelphia Foundation, and is a member of several professional analyst associations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mycio Wealth Partners | Partner | Apr 2005 to Present | — |
| Jp Morgan Delaware | Intern | Jan 1990 to Jan 1991 | — |
Education
University of Delaware
Bachelor Of Science, Economics
1989 — 1993
Skills & Expertise
Others at Mycio Wealth Partners, LLC (12)
| Name | Role | Location |
|---|---|---|
| Partner | Lafayette Hill, PA , United States | |
| 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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