About
Kevin Newbert is currently a Senior Analyst at myCIO Wealth Partners in Philadelphia, PA, where he focuses on providing strategic investment guidance and financial planning services for high-net-worth individuals and business owners. In his role, he conducts in-depth portfolio analysis and contributes to the firm's research on diversified asset allocation strategies, particularly targeting equities, fixed income, and alternative investments for private wealth clients.
Prior to joining myCIO Wealth Partners in March 2023, Kevin co-founded Carlisle Vacation Homes, gaining hands-on experience in real estate investing and operations. He also worked as an Associate at Legacy Advisors, further deepening his expertise in comprehensive wealth management and client advisement within the private client sector.
Kevin holds a degree in Financial Planning from the Fox School of Business at Temple University, equipping him with strong analytical skills and a solid foundation in financial theory and investment management. He is a CERTIFIED FINANCIAL PLANNER™ professional and has contributed to segments of the firm's research and client advisory, with particular emphasis on retirement planning, tax-efficient investments, and real estate portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| myCIO Wealth Partners | Analyst | Mar 2023 to Present | — |
| Carlilse Vacation Homes | Co-Founder | May 2022 to Sep 2023 | -CVH is a full-service hospitality company focused on making guests feel like locals while they stay in homes away from home for 16 vacation properties -Using a technology-forward approach, Carlisle V... |
| Legacy Advisors | Associate | Jun 2021 to Feb 2023 | Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/De... |
| Legacy Advisors | Client Advisory Intern | Jan 2020 to May 2021 | — |
| Temple University Financial Planning Association | Director Of Education | Apr 2020 to May 2021 | Created & taught a crash course for Fox School of Business students interested in a career in Financial Planning / Wealth Management |
| Temple University Financial Planning Association | President | Apr 2019 to Apr 2020 | The Financial Planning Association’s (FPA) mission is to help students cultivate an understanding of the latitude of topics in the personal financial planning/advising industry. Members learn about th... |
| Financial Planning Association (FPA) | Externship | May 2020 to Aug 2020 | — |
| Fortis Wealth | Investment Analyst Intern | May 2019 to Dec 2019 | As a true Family Office, Fortis adds significant measurable value in the areas of Investment Management, Accounting, Tax, Estate Planning, Wealth Management and Philanthropy with a mission to enhance ... |
| Temple University Fox Fund | Lead Analyst: Consumer Sector | Feb 2019 to May 2019 | — |
| Temple University Fox Fund | Analyst: Technology Sector | Sep 2018 to Dec 2018 | The Fox Fund is a virtual equity portfolio formed to introduce and educate interested students on the various investment principles and methodologies implemented to identify attractive investments. Se... |
| Lincoln Financial Network | Financial Planning Intern | Aug 2018 to Dec 2018 | Lighthouse Planning Consultants |
Education
Fox School of Business at Temple University
Financial Planning
2018 — 2021
Council Rock High School South
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 |
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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 | Chief Investment Officer | FFT Wealth Management LLC | West Palm Beach, FL , United States |
 | Senior Associate | FFT Wealth Management LLC | Boston, MA , United States |
 | Vice President, Principal, Portfolio Manager | Mitchell Sinkler & Starr/pa | Newtown Square, PA , United States |
J James McConnel | Portfolio Manager | Mitchell Sinkler & Starr/pa | Wilmington, DE , United States |
G Gregory Young | Chief Investment Officer | RTD Financial Advisors, Inc. | Philadelphia, PA , United States |
 | Associate Investment Research Analyst | RTD Financial Advisors, Inc. | Philadelphia, PA , United States |
