Phil Bonelli

Mr. Philip J.
Bonelli is a Partner at myCIO Wealth Partners LLC.
In this capacity, he works with high net worth individuals, institutions, endowments and foundations in designing, monitoring and implementing appropriate investment and financial planning strategies.
Prior to the sale of the investment advisory practice of PricewaterhouseCoopers LLC, he was a Manager at PricewaterhouseCoopers and member of PwCIA's Institutional Services Group for defined contribution plans.
His other work experience was through SEI Investments, where he was responsible for strategic advisor relationships in the western U.S.
as well as with Merrill Lynch, where he served as a Financial Advisor.
Mr. Bonelli received his Bachelor of Science in Accounting from Villanova University and an MBA with a concentration in Finance from St. Joseph's 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).
He earned his CIMA designation in 2005 and is a member of IMCA.