Patrick Kowalczyk

Patrick Kowalczyk is an Analyst at myCIO Wealth Partners, based in Philadelphia, PA, where he has been a key member of the investment team since 2017. In his current role, he is involved in portfolio research, construction, and ongoing monitoring for private clients, working closely on financial analysis and investment due diligence tasks. His responsibilities include supporting senior advisors with asset allocation strategies, investment selection, and performance reporting.

Kowalczyk has direct experience across a range of wealth management services, with a particular focus on traditional investment asset classes such as equities, fixed income, and mutual funds. While his primary remit is client portfolio management, he also contributes to operational and planning initiatives, drawing on earlier roles, notably as Planning Department Coordinator at Newroads Financial Group and as an intern at Heritage Financial Consultants LLC. His exposure spans both individual high-net-worth and institutional clients, emphasizing diversified portfolio solutions.

He holds a degree from Towson University, where he developed a strong foundation in finance and economics. Patrick Kowalczyk is known for his analytical acumen and commitment to delivering high-quality, tailored advice; he is recognized by colleagues for his methodical approach to investment planning and his capacity to adapt solutions to evolving market conditions within the wealth management sector.