About
Justin Pagliei, CFA, CFP, is a Partner at myCIO Wealth Partners in Philadelphia, PA, where he serves as an investment advisor and wealth manager to domestic and international high net worth individuals, C-suite corporate executives, and both taxable and tax-exempt institutions. He is a member of the firm's Investment Advisory Committee and leads the Asset Allocation team, overseeing updates to allocation models and conducting due diligence and fiduciary reviews, particularly for 401(k) retirement plans.
Pagliei has broad expertise across traditional and alternative asset classes, with a particular focus on developing and implementing asset allocation strategies for his clients across equities, fixed income, and institutional portfolios. He has been repeatedly recognized for his advisory work, including a top-10 ranking on Forbes' Best in State Wealth Advisors List for Pennsylvania East in the Private Wealth category for 2022 and 2024.
He joined myCIO in 2005 after serving as Director of Research at Sanchez Wealth Management. Pagliei earned a Bachelor of Arts in Economics and Political Science from Swarthmore College, received the Chartered Financial Analyst (CFA) designation in 2006, and became a Certified Financial Planner (CFP) in 2011.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| myCIO Wealth Partners | Partner | Nov 2005 to Present | Partner |
| Sanchez Wealth | Director of research | Jan 2003 to Jan 2004 | — |
Education
Swarthmore College
Bachelor of Arts (B.A.), Economics and Political science
1998 — 2002
Skills & Expertise
Others at Mycio Wealth Partners, LLC (12)
| Name | Role | Location |
|---|---|---|
| Partner | Lafayette Hill, PA , United States | |
| Partner | Philadelphia, 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 |
| Analyst | New York, NY , United States | |
| Analyst | Philadelphia, PA , United States |
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