Jon Michewicz

Jon Michewicz is a Partner at myCIO Wealth Partners in Philadelphia, PA, where he serves as a lead financial counselor focusing on investment management, tax planning, trust management, and estate and philanthropic planning. As a senior member of the firm, he also sits on myCIO's Investment Advisory Committee, where he helps establish and monitor the firm's approved investment products, demonstrating significant influence over their portfolio construction and due diligence processes.

His specific expertise includes a broad range of wealth management services for high-net-worth individuals, with an emphasis on portfolio management strategies, tax-efficient investing, and fiduciary guidance within both traditional and alternative asset classes. Jon's leadership extends to multi-generational wealth structuring and integration of sophisticated estate planning solutions.

Mr. Michewicz holds a B.S. in Finance from The Pennsylvania State University and a M.S. in Finance from Villanova University, along with the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. Since joining myCIO directly upon graduation in 2009, he has earned recognition for his holistic approach to client advisory and ongoing stewardship of institutional-grade investment processes.