Jim Henry
Investment Committee Member at myCIO Wealth Partners LLC
Profile
Mr. James L.
Henry, III, is an Advisor at myCIO Wealth Partners LLC.
In addition to his advisory role, he serves on myCIO's Investment Advisory Committee, and helps lead our Asset Allocation team, which updates the firm's allocation and risk models.
He is also a Partner of myCIO Wealth Partners and serves as a Wealth Advisor to corporate executives and successful entrepreneurs (both domestic and abroad).
He also serves as an Investment Advisor to several large foundations, endowments and non-profit organizations.
He has over 15 years of financial planning and investment consulting experience.
Prior to the formation of myCIO, he held a similar position with Ernst & Young, LLP.
Mr. Henry holds a Bachelor of Science in Accounting and Finance from West Chester University.
He holds the Certified Investment Management Analyst (CIMA) credential from the University of Pennsylvania - Wharton School of Business through the Investment Management Consultants Association (IMCA).
Jim Henry active positions
Companies | Position | Start |
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myCIO Wealth Partners LLC
myCIO Wealth Partners LLC Investment ManagersFinance myCIO Wealth Partners LLC (myCIO) is a registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded in 2005 as the result of Ernst & Young's decision to exit the investment and wealth advisory industry due to the Sarbanes-Oxley Act. They are a subsidiary of Union Acquisition LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in 2015. myCIO provides financial consulting services to investment assets of individuals, families, endowments, defined contribution and defined benefit plans, and trusts. | Investment Committee Member | 01/07/2005 |
Training of Jim Henry
West Chester University of Pennsylvania | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Linked companies
Private companies | 1 |
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myCIO Wealth Partners LLC
myCIO Wealth Partners LLC Investment ManagersFinance myCIO Wealth Partners LLC (myCIO) is a registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded in 2005 as the result of Ernst & Young's decision to exit the investment and wealth advisory industry due to the Sarbanes-Oxley Act. They are a subsidiary of Union Acquisition LLC and their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in 2015. myCIO provides financial consulting services to investment assets of individuals, families, endowments, defined contribution and defined benefit plans, and trusts. | Finance |
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