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News and Events

The team regularly presents at educational seminars and is often quoted by leading industry publications.

Portfolio Summits Pension, Endowment and Foundation Summit

Marcia Peters, CFA, will be a speaker at the Portfolio Summits Pension, Endowment and Foundation Summit on July 22, 2021. Marcia will be moderating the discussion, "Market Outlook Roundtable & Response to COVID-19."

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Portfolio Summits Virtual OCIO and Institutional Consultant Summit

Marcia Peters, CFA, Chief Investment Officer, will be a speaker at the Portfolio Summits Virtual OCIO and Institutional Consultant Summit on April 29, 2021. Event topics include OCIO, ESG and Multi-Asset Strategies, to name a few.

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PEI Named Top 2020 DC Advisor by the National Association of Plan Advisors

PEI is pleased to announce it has been named to the National Association of Plan Advisors (NAPA) 2020 list of Top Defined Contribution (DC) Advisor Multi-Office Firms.

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