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Jim Biles

Partner at Mycio Wealth Partners, LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Mycio Wealth PartnersPartnerApr 2005 to Present
Jp Morgan DelawareInternJan 1990 to Jan 1991

Education

University of Delaware

Bachelor Of Science, Economics

1989 1993

Skills & Expertise

Tax
Financial Analysis
Alternative Investments
Hedge Funds
Investments
Investment Strategies
Asset Allocation
Mutual Funds
Estate Planning
Estate Tax Planning
Retirement Planning
Fixed Income
Strategic Financial Planning
Financial Modeling
Corporate Finance
Mergers
Income Tax

Others at Mycio Wealth Partners, LLC (12)

NameRoleLocation
Bruce Fenster
Bruce Fenster
PartnerLafayette Hill, PA , United States
Christopher Morello
Christopher Morello
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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