Christopher Morello
Partner at myCIO Wealth Partners, LLC
- Role
- President at myCIO Wealth Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
President
Jan 2015 — Present
Education
Temple University
Certificate in Financial Planning, Financial Planning and Services
2011 — 2011
Swarthmore College
BA, Political Science
1999 — 2003
West Islip Senior High School
NY State Regents
1996 — 1999
Skills
- Income Tax
- Insurance Planning
- Tax Preparation
- Financial Analysis
- Investment Strategies
- Retirement Planning
- Charitable Giving Strategies
- Personal Finance
- Mutual Funds
- Research
- Certified Financial Planner
- Risk Management
- Financial Planning
- Investment Advisory
- Nonprofits
- Educational Seminars
- Excel
- Executive Compensation
- Estate Planning
- Seminar Presentations
- Management
- Public Speaking
- Hedge Funds
- Restricted Stock
- Finance
- Wealth Management
- Retirement Income Strategies
- Estate Tax Planning
- Word
- Life Insurance
- Wealth Preservation Strategies
- Due Diligence
- Disability Insurance
- Alternative Investments
- Strategic Financial Planning
- Wealth Transfer Planning
- Microsoft Excel
- Nonprofit Consulting
- Wealth
- Employee Benefits
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