MIO Partners, Inc.
Lawrence Berland is a professional with extensive experience in tax management. Currently serving as a Managing Director at CBIZ, Lawrence Berland has also held the position of Director of Tax at MIO Partners, Inc. since April 2016. This background highlights a strong expertise in tax strategy and leadership within the financial services sector.
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.