MIO Partners, Inc.
Natalie Whatley is a seasoned professional with extensive experience in client service and administration. Currently serving as the Client Service Manager at MIO Partners, Inc. since May 2009, Natalie leads U.S. client services, building on previous roles as a Client Service Associate, Client Service Administrator, and Executive Assistant. Prior positions include Associate of Research and Marketing at Rhodes Associates and administrative roles at Newbridge Search Partners and CCMP Capital Advisors, LLC. Natalie holds a Bachelor of Fine Arts degree in Theatre from Baylor University, earned between 2002 and 2006.
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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.