MIO Partners, Inc.
Sam Boccuzzi is a Due Diligence Analyst at MIO Partners, Inc. since August 2021, bringing significant expertise in operational due diligence from prior roles at K2 Advisors and Citizens. At K2 Advisors, the position held was Operational Due Diligence Associate from January 2019 to June 2021, and prior to that, Sam worked as an HM Diligence Associate at Citizens from August 2016 to January 2019. An early career stage included an internship at Clearbrook in 2015. Sam Boccuzzi holds a Bachelor's degree in Accounting from Auburn University.
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.