Profile
Mr. James J.
Biles, CFA, is a Senior Partner & Founding Member at myCIO Wealth Partners LLC.
He also serves on myCIO's Investment Advisory Counsel, which is in charge of overseeing our relationship with our third-party due diligence provider and ensuring product compliance with policies and procedures.
Prior to founding myCIO, Mr. Biles was a Senior Manager at Ernst and Young LLP for 10 years and served as their Regional Leader for Wealth Advisory Services.
He has been a Financial Advisor and Investment Counselor for more than 20 years.
Mr. Biles received his Bachelor of Science in Economics from University of Delaware.
He also earned his Chartered Financial Analyst designation in 1997 and is a member of the Association for Investment Management and Research.
James Joseph Biles active positions
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Former positions of James Joseph Biles
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Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | 2005-06-29 |
Philadelphia University | Corporate Officer/Principal | - |
Training of James Joseph Biles
University of Delaware | Undergraduate Degree |
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Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
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