MIO Partners, Inc.
Ben Margolis is a seasoned finance professional with extensive experience in portfolio management and investment research, currently serving as Portfolio Manager at MIO Partners, Inc. since July 2017, specializing in equity long/short strategies. Prior to this role, Ben held various positions at McKinsey & Company from July 2011 to July 2017, including Associate Partner, where leadership in Risk and Corporate & Investment Banking practices was established. Earlier experience at Alcatel-Lucent from July 2005 to July 2011 involved roles focused on portfolio risk analysis within pension investments. Ben holds a Master of Science in Management with a concentration in Finance from Babson F.W. Olin Graduate School of Business and a Bachelor of Science in Finance from Rutgers University - Newark, complemented by an Associate's degree in Business Administration from County College of Morris.
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.