About
Stephen J. Rennard, CFP®, is a Partner at myCIO Wealth Partners, based in Philadelphia, PA, where he serves as a lead financial counselor. In his role, he focuses on investment management, executive benefit and compensation planning, small business planning, trust management, wealth transfer, estate planning, and philanthropic planning. Additionally, he serves on myCIO's Investment Advisory Committee, overseeing the selection and monitoring of the firm's approved investment products.
Rennard's expertise spans multi-asset investment management with a particular emphasis on strategies for high-net-worth individuals, corporate executives, foundations, and small businesses. His work includes detailed advisory on both traditional and alternative investment classes, as well as tailored solutions in executive benefits and estate strategies.
Before becoming Partner in 2022, Rennard advanced through myCIO Wealth Partners in multiple roles, including Senior Manager and Manager since joining the firm shortly after graduating in 2008. He holds a Bachelor of Science in Finance from Drexel University and earned his Certified Financial Planner (CFP®) credential in 2012, with additional financial planning education from Temple University.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| myCIO Wealth Partners | Partner | Jan 2022 to Present | My focus is on providing Financial Counseling services to ultra-high-net-worth clients (individuals and/or families) on investment, executive benefit & compensation, trust, estate, philanthropic and t... |
| myCIO Wealth Partners | Financial Advisor, Senior Manager | Jan 2016 to Dec 2021 | In the senior manager role I serve as the lead advisor to clients with an average AUM of $25mm+. My focus is on building, implementing, and monitoring a comprehensive financial plan for clients. The... |
| myCIO Wealth Partners | Financial Advisor, Manager | Jan 2013 to Dec 2015 | As a financial advisor at myCIO Wealth Partners I provide investment advisory and wealth management services to high net worth individuals (generally ranging from $5mm - $50mm). Firm client base inclu... |
| myCIO Wealth Partners | Financial Analyst | Dec 2008 to Dec 2012 | Perform detailed analysis of client/prospect's portfolios. Including analysis of asset allocation, investment vehicles, tax efficiency, risk return characteristics, and fees. Assist in development o... |
| LBC Credit Partners | Junior Analyst Co-op | Sep 2006 to Mar 2007 | Provided statistical analysis of business sectors impacting LBC’s core investments held within the $500M private equity fund. Analyzed debt structure and projected earnings of LBC’s client companies,... |
| McNeil Consumer Healthcare | Associate Marketing Manager Co-op | Sep 2005 to Mar 2006 | Streamlined inventory management process to allow for quicker response time and less waste. Led collection and analysis of shipment and sales data for each brand. Developed and distributed weekly bu... |
| Dorland Healthcare Information | Junior Sales Representative | Sep 2004 to Mar 2005 | Interacted regularly with Senior Sales Executives to hone sales skills. Managed existing accounts and acquired new clients. Led my team in sales. Individually responsible for $32,000 in revenue. |
Education
Certified Financial Planner Board of Standards
Certified Financial Planner (CFP®) Certification, Financial Planning and Services
2011 — 2012
Temple University
Certificate of Financial Planning, Financial Planning and Services
2011 — 2012
Drexel University
Bachelor of Science, Finance
2003 — 2008
Drexel University's LeBow College of Business
Bachelor of Science, Finance
2003 — 2008
SeaMester
British Virgin Islands Navigation & Sailing Program, Navigation
2008 — 2008
Foundation for International Education
Semester in London Study Abroad Program, International Business
2006 — 2006
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 |
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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