Charles Valvo

Quantitative Data Analyst at MIO Partners, Inc.

Charles Valvo has extensive experience in quantitative data analysis and investment, currently serving as a Quantitative Data Analyst and previously as a Senior Investment Analyst and Investment Analyst at MIO Partners, Inc. since June 2019. Prior to this, Charles worked as a Financial Analyst at CA Technologies from July 2017 to February 2019, and briefly as a Wealth Management Intern at Morgan Stanley. Additional experience includes a Financial Services Internship at FXCM and a Market Research Internship at the Trade Commission of Peru - OCEX Rotterdam. Charles holds a Bachelor's Degree in Economics from Pace University, earned in 2017.

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New York, United States

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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.