Warren, New Jersey, October 25, 2013 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms is pleased to announce two new additions to the PEI team. Daniel Brennan has joined as Director of Business Development and Ryan Paladino as the Marketing Operations Manager. PEI continues to grow and add support as it evolves, expanding its staff and consulting services.
Daniel Brennan brings to PEI over 25 years of Investment Management Sales and Marketing experience. Prior to joining PEI, he worked at Merganser Capital Management as well as Diversified Investment Services selling to the institutional market and delivering investment products to Plan Sponsors. As a member of the PEI leadership team, he will direct the firm’s efforts in developing new business and establishing new clients. In addition, as the practice leader for Sales & Marketing, his responsibilities include lead generation, closing new business, media / PR distribution and representing the firm at public events and trade shows.
Ryan Paladino has over 15 years of Financial Marketing and Project Management experience. His previous roles include working at Bloomberg News as well as for ING Retirement Services managing the creation, production and delivery of marketing collateral, campaigns and projects. As a member of the PEI Sales & Marketing team, he will work to create and implement the marketing efforts including, managing the PEI website, quarterly newsletters, seminars, marketing collateral and campaigns.
Portfolio Evaluations, Inc. (PEI) is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. PEI has offices nationwide to service client needs. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups.