myCIO Promotes Adrian Verueco to Partner

Adrian Verueco

myCIO Wealth Partners LLC, one of the largest independent registered investment advisors (RIAs) in the country, has promoted Adrian Verueco to the level of Partner effective Jan. 1, 2019. Adrian will be the 10th Partner at myCIO. He joined the firm in May 2016 as its Controller and became the Chief Financial Officer in October 2016.

Prior to joining myCIO, Adrian held the position of Chief Financial Officer of Turner Investments, LP. He also held roles of increasing responsibility at Ernst & Young LLP (Wealth & Asset Management Practice) in Philadelphia, Pennsylvania, and Punongbayan & Araullo, a public accounting firm based in Makati, Philippines. Adrian holds a Bachelor of Science in Accountancy from San Beda College. He is also a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Global Management Accountant (CGMA) and Certification in Risk Management Assurance (CRMA).

Adding another Partner to the firm is needed to help support its strong growth in recent years. “It is a gross understatement to say that Adrian’s impact to the firm since he started has been transformational. He is the leader of a highly skilled and effective Finance Team and has moved the firm forward in many areas,” said David E. Lees, Senior Partner at myCIO. “We are thrilled to welcome Adrian as our Partner, and we look forward to his contribution to the firm’s success for many, many years.”

About myCIO Wealth Partners, LLC

Based in Philadelphia, myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm founded in 2005 and currently has over $7 billion in investment assets. The firm provides comprehensive, objective advice regarding financial, tax and estate planning, asset allocation and investment management to entrepreneurs, senior corporate executives, families, endowments, trusts and retirement plans.

Media Contact: 
Julie Gibson 
Office Manager
267-295-3894
julie.gibson@myciowp.com 

Source: myCIO Wealth Partners


Categories: Asset Management, Finance

Tags: asset allocation, estate planning, financial advisory, financial firm, investment management, myCIO Wealth Partners


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myCIO provides comprehensive, independent, objective advice regarding financial, tax and estate planning, asset allocation and investment management to entrepreneurs, senior executives, families, endowments, trusts and retirement plans.

myCIO Wealth Partners
2929 Walnut Street (Suite 1200 )
Philadelphia, PA 19104
United States