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News and Events

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

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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8th Annual Tri-State Institutional Virtual Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the 8th Annual Tri-State Institutional Virtual Forum on March 16 on a panel discussing, "Geopolitical Polarization, Late-stage Capitalism, & the Great Reset."

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