Mimi is a Partner and Co-Market Leader at Cerity Partners, a national independent wealth management firm. Prior to this role, Mimi held a variety of leadership positions in the financial services industry. Mimi serves as Trustee for Thomas Jefferson University and Jefferson Health, as Chair Emerita of 100 Women in Finance Association (a global organization with over 20,000 members). Mimi also serves as a Director and Advisor to a few companies. Mimi received her M.B.A. in Finance from The Wharton School at the University of Pennsylvania and her B.A. in Economics from Trinity College, where she was a member of the Women’s Varsity Squash team.

Committees: Assets