James Biles

James Biles General Information

Biography

Mr. James Biles is a Co-Founding Member and serves as Chief Compliance Officer, Senior Partner & Member of the Investment Committee at myCIO Wealth Partners. Before founding my CIO, he was a Senior Manager at Ernst and Young for 10 years and served as their Regional Leader for Wealth Advisory Services. Mr. Biles has been a financial advisor and investment counselor for more than 15 years. Mr. Biles is currently an investment advisor and wealth manager to senior corporate executives and successful entrepreneurs and serves as an investment advisor to several non-profit organizations in the Mid-Atlantic area. Mr. Biles also serves on myCIO Investment Advisory Council, which is in charge of overseeing our relationship with our third-party due diligence provider and ensuring product compliance with policies and procedures. Mr. Biles earned his Chartered Financial Analyst designation in 1997 and is a member of the Association for Investment Management and Research. He has also recently served as an adjunct professor of Financial Planning in the Graduate Business School of Philadelphia University teaching Financial Planning and Pensions.