Mimi S. Miller is a Relationship Manager in Schwartz & Co.'s Institutional Services Group. She concentrates on preparing and conducting fiduciary review meetings, participant education and ongoing service to our institutional retirement plan clients. She focuses the majority of her time on participant-directed, defined contribution plans.
She began her career in financial services as an analyst in UBS Wealth Management Americas' Graduate Training Program in New York / New Jersey. During the analyst program, she worked in 6 different business areas, broadening her perspective and deepening her understanding of the wealth management business. Following the program, she worked as a business analyst in the National Sales division.
Mimi received her bachelor degree in Finance from the University of Notre Dame's Mendoza College of Business. She is also a graduate of Marian High School. Mimi holds her Series 7 and 66 licenses.
Mimi currently serves on the Board of Directors for MiCommunity Bancorp, the Notre Dame Club of Detroit Alumni Association,
and she is an active member of Christ Child Society's Detroit chapter. She and her husband reside in Birmingham, MI.