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.

Retirement

Investment Management

MIO Partners, Inc.

Basil Williams

Israel Bryski

Anthony Pasquariello

Anand Mishra

Adam Lipin

Mark Salzberg

Matthew Kelly

Kevin Clancy

Dave Azad

Tara Lovanio (Arnold)

Ajay Srivatsavai

Marius Briem

Rohit Chaudhary

The Client Services and Support team at MIO Partners, Inc. is dedicated to delivering exceptional service to current and former McKinsey employees regarding their retirement and after-tax investments. This team serves as the primary point of contact for client inquiries, providing personalized advisory support, managing trading platforms, and ensuring compliance with regulatory requirements. With a focus on improving the client experience, they facilitate seamless access to investment options and resources, ultimately helping clients make informed financial decisions.

Client Services and Support

Investment Analysis and Portfolio Management

Technology and Data

Finance and Accounting

Client Services and Support

About

Team members

Other teams at MIO Partners, Inc.

Investment Analysis and Portfolio Management

Technology and Data

Finance and Accounting