Mimi Lord

Mimi is Director of Communications at HPM Partners. She joined the firm in 2016 following nearly 30 years in the financial services industry. Her career includes 15 years at Cleveland-based Spero-Smith Investment Advisers, including eight years as Chief Investment Officer and earlier roles as Portfolio Manager and Financial Planner.

Mimi began her financial-services career as a stock analyst at a Midwestern brokerage that included a stint at an affiliated firm in London, England. At TIAA-CREF she had roles as Associate Director of the TIAA-CREF Institute and as Director of Product Development for the launch of a suite of comingled funds for endowments and foundations. At Morningstar, she was involved in the launch of the firm’s website for financial advisors, authoring numerous articles on portfolio strategies.

After completing two degrees in Journalism at Indiana University, Mimi earned an M.B.A. in Finance at the University of Michigan and a Ph.D. in Management at Case Western’s Weatherhead School of Management, where she also has taught Marketing and Management courses. Her doctorate research focused on factors influencing decision-making and performance at college and university endowments. Mimi holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.