MIO Partners, Inc.
Allie (Walcher) Allport, CFA, has a strong background in finance and investment management, currently serving as a Tax Associate and previously in roles including Associate Execution Trader and Investment Data Analyst at MIO Partners, Inc. since March 2019. Allie's expertise encompasses investment research, manager analysis, K-1 preparation, and collaboration on Diversity & Inclusion initiatives. Prior experience includes positions at ClaraPHI Advisory Network, LLC, where multiple investment strategies were developed, and financial analysis was conducted, as well as finance-related roles at The Appointment Group. Allie holds a Master of Science in Finance and Investment Management from the University of Aberdeen, and a Bachelor of Science in Economics with a minor in Business Administration from Montana State University-Bozeman.
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MIO Partners, Inc.
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MIO (and related entities) is an indirect, wholly-owned subsidiary of McKinsey & Company and was formed in the early 1980s to provide asset management services for McKinsey’s retirement plan. Over time, we have expanded to support after-tax investments by McKinsey’s current and former partners, primarily by making available funds already offered in the retirement plan. Our aim was to provide partners with convenient, time-saving investment options, including access to alternative investments. Today, we are a company of approximately 200 people managing retirement and after-tax investments for roughly 30,000 current and former McKinsey employees. A key element of our operating model is that we operate at-cost, generating no profit for either MIO or McKinsey. Our incentives are aligned with those of our investors due to significant management participation in the funds.