Warren, New Jersey (December 14, 2017)—Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Laura Grassi to the team. Laura joins PEI in a leadership role as Director of Business Development, where she will oversee the firm’s efforts in securing new business opportunities within existing and new market segments.
“We are pleased to have Laura join the team,” says Partner Michael Sasso. “Her extensive experience and long track record of building and developing successful business relationships will be a true asset to the company.”
Laura comes to PEI with 15 years of experience working within the retirement plan industry. She started her career at ING Financial Advisers as a retirement plans wholesaler covering the state of New Jersey. Laura then moved to Empower Retirement/Great West Financial, where she maintained and grew their defined contribution plan business in the tristate area. Most recently, she served as the Regional Director of Sales at Pentegra Retirement Services developing sales of ERISA plan solutions through advisors, broker-dealers and financial institutions.
“I am thrilled to have joined one of the top independent firms specializing in retirement plan consulting services. As the new director of business development, I look forward to continuing PEI’s vision of bringing the highest level of fiduciary protection to clients looking for relief from these burdens, confidence in their programs and peace of mind.”
About Portfolio Evaluations, Inc.
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. Clients include both private and public entities, including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions and board designated groups.