About Miriam "Mimmy"
After almost 14 years providing financial planning and investment management services to individuals and families, Mimmy is excited about continuing her work within the larger and more well-resourced Focus Partners Wealth.
Mimmy serves on the New England Board of the American Technion Society and as vice president of The Boston Synagogue Board of Directors. What you might not know about Mimmy: she has an adventurous side that has taken her zip-lining in Costa Rica, heli-hiking in the Canadian Rockies, and snorkeling in the Virgin Islands.
Education and Professional Milestones
-Boston College - MBA
-Boston University - Certification program in financial planning
-Joined Focus Partners Wealth in 2023 through the firm’s merger with Cooper Lapman Financial, which she co-founded in 2009
-Started in the financial services business in 1976 as a computer programmer with John Hancock
-Ran a business line for Interactive Data Corp. before moving to the Boston Company and then PanAgora Asset Management in senior client services roles
-Moved in 1991 to Independence Investments, where she ran the Client Service Department and ultimately served as chief operating officer and a member of the board of directors from 2000 to 2009
After almost 14 years providing financial planning and investment management services to individuals and families, Mimmy is excited about continuing her work within the larger and more well-resourced Focus Partners Wealth.
Mimmy serves on the New England Board of the American Technion Society and as vice president of The Boston Synagogue Board of Directors. What you might not know about Mimmy: she has an adventurous side that has taken her zip-lining in Costa Rica, heli-hiking in the Canadian Rockies, and snorkeling in the Virgin Islands.
Education and Professional Milestones
-Boston College - MBA
-Boston University - Certification program in financial planning
-Joined Focus Partners Wealth in 2023 through the firm’s merger with Cooper Lapman Financial, which she co-founded in 2009
-Started in the financial services business in 1976 as a computer programmer with John Hancock
-Ran a business line for Interactive Data Corp. before moving to the Boston Company and then PanAgora Asset Management in senior client services roles
-Moved in 1991 to Independence Investments, where she ran the Client Service Department and ultimately served as chief operating officer and a member of the board of directors from 2000 to 2009