News and Events
The team regularly presents at educational seminars and is often quoted by leading industry publications.
CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.
PEI was founded in 1992 and is led by Co-Founders and Partners Attila Toth, Michael Sasso, and Rich Torbinski. The team brings to CAPTRUST more than $107 billion in assets and several hundred clients.See Event
Portfolio Evaluations Announces Hitting $100 Billion in Assets Under Advisement
As Portfolio Evaluations, Inc. (PEI) enters its 29th year of operations, we are pleased to announce that we have surpassed the $100 billion mark for assets under advisement (AUA).Read More
PEI Welcomes New Senior Fiduciary Consultant Caroline Macomber to the Team
Caroline Macomber, CRPS®, AIF® brings over seventeen years of experience in the retirement plans industry, working with 401(k), 403(b), 457, profit sharing, combo and cash balance plans.Read More