Mimi is a Partner and Practice Leader in the Pennsylvania office at Cerity Partners, one of the largest independent wealth management firms in the country. Mimi works with executives, entrepreneurs and families to strategically manage their wealth. She is also involved in several of the firm’s growth initiatives.
Prior to joining Cerity Partners, Mimi served as Co-Chief Executive Officer and Co-Founder of Permit Capital Advisors, LLC. Mimi has worked in the investment industry since 1995. Earlier in her career, she spent several years at Miller Anderson & Sherrerd/ Morgan Stanley Institutional Asset Management, where she worked on both the marketing/client service and portfolio management sides of the business.
In addition to her work at Cerity Partners, Mimi serves as Chair Emerita of 100 Women in Finance, which is one of the largest associations for female talent in financial services with over 35,000 members on four continents. Mimi also serves on the Board of Evolution (EVO.ST) and Thomas Jefferson University, Jefferson Health System and Jefferson Health Plans where she Chairs the system-wide investment committee.
