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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.

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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).

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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.

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