Client Advisory

Biography

Mimi is a Partner and Co-Market Leader in the Pennsylvania office at Cerity Partners.

Prior to joining Cerity Partners, Mimi served as Co-Chief Executive Officer and Co-Founder of Permit Capital Advisors, LLC. She was responsible for client development, sourcing and managing as well as the strategic and business functions of the firm. She also contributed to the sourcing and evaluation of investment opportunities.

For six years prior to joining Permit Capital Advisors, LLC, Mimi served as the Chief Operating Officer and Chief Financial Officer of Defiance Asset Management, 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.

Education

  • B.A. in Economics from Trinity College (cum laude)
  • MBA in Finance from The Wharton School at the University of Pennsylvania

Highlights

  • Attended Harvard University’s Radcliffe Publishing Course and spent three years in magazine publishing prior to Wharton
  • Chair of the Board of Hudson Global, Inc. (HSON)
  • Member of the Thomas Jefferson University and Jefferson Health Board of Trustees
  • Member of the Board of Stockholm-based Evolution AB (EVO.ST)
  • Board member of Versus LLC
  • Advisory Board member for Crazy Aaron’s Thinking Putty Company
  • Member of the Board of Trustees at The Shipley School
  • Chairman Emerita of the Board of Directors of the 100 Women in Finance Association and Foundation, a global organization with over 20,000 members in 32 locations across 5 continents
  • Panelist for Wharton’s Advanced Management Program’s Social Entrepreneurship Class
  • Young Presidents Organization (YPO) member
  • Guest lecturer for Wharton’s Advanced Management Program’s Social Entrepreneurship Class

Q & A

Q:

Was there a specific incident in your life that made it clear you were made for this career?

As a Division One college athlete, I knew that I wanted to pursue a career that would surround me with talented teammates and clients who would push me to continually improve and challenge myself. My college sports experience also taught me that I relish the stimulation of competing for strong results on behalf of the clients and colleagues I work with.

What should your clients know the most about you?

I hope clients know how much I enjoy working with them. I feel their successes and challenges as I would my own, and I am thrilled when I can add value to their financial lives. I am a fifth-generation member of a wonderfully diverse, complex family and I have been on several boards, so there is no challenge that scares me off. Bring it on!

What do you do in your personal life that helps you help your clients?

I am an entrepreneur and a board member of public and private companies, so I have a deep understanding of the issues that are facing executives and investors. This allows me to help clients manage risks, evaluate opportunities, and thoughtfully integrate their current activities with their long-term financial goals. I am also a co-founding board member and former Board Chair of the largest global association for women in financial services, which has vastly expanded my perspective and network.

How would you describe your best day doing what you do?

My best day would end with a client taking a deep, peaceful exhale after we have worked together to feel better about one of the most important aspects of their lives: their financial outlook.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.