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Justin Pagliei

Partner at Mycio Wealth Partners, LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
myCIO Wealth PartnersPartnerNov 2005 to Present
Partner
Sanchez WealthDirector of researchJan 2003 to Jan 2004

Education

Swarthmore College

Bachelor of Arts (B.A.), Economics and Political science

1998 2002

Skills & Expertise

Estate Planning
Tax
Financial Modeling
Strategic Financial Planning
Securities
Bloomberg
Income Tax
Credit
Economics
Estate Tax Planning
Financial Analysis
Valuation

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
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
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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