MIO Partners, Inc.
Martin P. Heeb, CPA, has extensive experience in tax and financial consulting. Currently serving in a tax role at MIO Partners, Inc. since July 2022, Martin previously specialized in partnership tax at Grant Thornton LLP from January 2020 to June 2022. Prior to that, tenure as a Senior Tax Associate at CBIZ MHM, LLC was held from May 2015 to January 2020. Martin's earlier experience includes a role as a Transfer Agent at Broadridge and serving as a Pension Consultant at Integrity Advisors Pension Consultants, where responsibilities encompassed tax planning and retirement strategies. An early internship at Strategies for Wealth provided exposure to portfolio management and risk assessment. Martin holds a Bachelor's Degree in Accounting from the University at Buffalo School of Management, earned between 2009 and 2013.
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.