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Christopher Morello

myCIO Wealth Partners LLC

 

Member profile details

First name
Christopher
Last name
Morello
Organization
myCIO Wealth Partners LLC
Title
Partner
 

Additional Membership Information

Primary Discipline
Investments
Secondary Discipline(s)
  • Financial Planning
Professional Bio
Chris Morello is a Partner at myCIO Wealth Partners, LLC, an independent financial advisory firm based in Philadelphia managing over $12.9 billion in assets. He has been with the firm since 2006 and became a Partner in 2020.

With nearly two decades of experience in financial planning and wealth management, Chris specializes in executive benefit planning, estate and philanthropic strategies, insurance planning, and advising clients on digital assets. He also leads myCIO’s Sports & Entertainment division, working with professional athletes and entertainers on comprehensive financial strategies.

Chris serves on myCIO’s Investment Advisory Committee, contributing to the firm’s asset allocation and risk management strategies. He holds a B.A. from Swarthmore College and the CFP®, ChFC®, and CBDA designations.

Outside of work, Chris enjoys reading (often in friendly competition with his wife), coaching his kids’ flag football teams, exploring new coffee roasters and brewing methods, and indulging a lifelong fascination with dinosaurs.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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