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Paul Bracaglia

Paul Bracaglia

Senior Partner at Mycio Wealth Partners, LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
myCIO Wealth Partners LLCSenior PartnerAug 2007 to Present
PricewaterhouseCoopersPartnerJan 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

Securities
Investments
Retirement Planning
Asset Allocation
Hedge Funds
Investment Strategies
Alternative Investments
Mutual Funds
Estate Planning
Estate Tax Planning
Wealth Management
Investment Management
High Net Worth Individuals
Investment Advisory
Wealth Management Services
Financial Planning
Due Diligence
High Net Worth
Human Resources
Business Development
Strategic Planning
Strategy
Change Management
Business Strategy
Project Management

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
J
Justin Pagliei
PartnerPhiladelphia, PA , United States
Matthew Oliveira
Matthew Oliveira
AnalystNew York, NY , United States
Showing 1-10 of 12 team members

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