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News and Events

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

WISER Forum: Expanding Savings and Retirement Opportunities

Warren, New Jersey, June 24, 2015 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms, is pleased to announce Jean Martone, Director, Retirement Plans Consulting Group at Portfolio Evaluations, Inc., will be a participant on the panel, State Savings Opportunities: Solution or Burden? at the WISER Forum: Expanding Savings and […]

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Audits of Employee Benefit Plans Conference

Warren, New Jersey, April 30, 2015 – Portfolio Evaluations, Inc. (PEI)one of the country’s leading institutional investment consulting firms, is pleased to announce David Hudak, QKA, QPFC, Senior Investment Consultant at PEI, will be presenting at the “Audits of Employee Benefit Plans” conference on May 7, 2015. David, along with David R. Dacey, CPA, WithumSmith+Brown […]

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March for Babies: Team PEI Walks to Help Fund Research Programs

Warren, New Jersey, April 29, 2015 – On Sunday, April 26th Portfolio Evaluations, Inc. (PEI) joined the March of Dimes, March for Babies for the 9th consecutive year to help raise money to fund important research and programs to help babies begin with healthy lives. PEI employees, along with their families, friends and pets, walked […]

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