MIO Partners, Inc.
James Meekins, CFA, currently serves as an Analyst at MIO Partners, Inc. since March 2023. Prior to this role, James held the position of Vice President at Velocity Clearing, LLC from June 2021 to March 2023, and worked as an Associate at Weeden Prime Services, LLC from November 2019 to June 2021. Earlier experience includes an Analyst role at Ayco, a Goldman Sachs Company, and an International Equities Research Intern position at Auerbach Grayson. James commenced a career in finance with a Financial Analyst Internship at The Salvation Army Greater New York Division. Educational qualifications include a Bachelor of Business Administration in Finance and Investments from Baruch College.
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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.