You're signed outSign in or to get full access.
About
Paul J. Bracaglia is a Senior Partner at myCIO Wealth Partners LLC in Philadelphia, where he specializes in advising high net worth clients, charitable foundations, and qualified retirement plans. He leads the firm's defined contribution plan practice and serves on its investment committee, drawing on more than three decades of industry experience. His investment focus centers on institutional services for defined contribution and defined benefit plans, with deep expertise in fiduciary oversight and multi-asset portfolio construction—serving clients across sectors such as corporate retirement, endowments, and philanthropy.
Previously, Bracaglia was a partner at PricewaterhouseCoopers LLC, where he co-led the national Investment Advisory Group and served as National Leader for the Institutional Services Group Investment Advisory Practice, overseeing services for retirement plans and institutional clients. He also held the position of National Chief Compliance Officer for the firm’s advisory board.
Bracaglia holds an MBA in Finance and a BSAC in Accounting and Economics from the Alfred Lerner College of Business & Economics at the University of Delaware. He is an Accredited Investment Fiduciary (AIF) and is recognized for developing best practices in retirement plan advisory and fiduciary compliance, contributing significantly to professional standards within the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| myCIO Wealth Partners LLC | Senior Partner | Aug 2007 to Present | — |
| PricewaterhouseCoopers | Partner | Jan 1995 to Jan 2007 | — |
Education
Alfred Lerner College of Business & Economics at University of Delaware
MBA, Finance
1981 — 1983
Alfred Lerner College of Business & Economics at University of Delaware
BSAC, Accounting and Economics
1977 — 1981
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 |
J Justin Pagliei | Partner | Philadelphia, PA , United States |
| Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| 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 |