Request a Proposal

News and Events

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

Senior Consultant, Julie Yusko, J.D., Named as EBA’s 2020 Retirement Plan Adviser of the Year

PEI is pleased to announce that Julie Yusko, J.D., Senior Consultant, has been named as the Employee Benefit Adviser (EBA) 2020 Retirement Adviser of the Year. EBA's full profile on Julie has now been published.

Read More

Portfolio Summits OCIO and Institutional Consultant Summit

Marcia Peters, CFA, Chief Investment Officer, will be a speaker at the Portfolio Summits OCIO and Institutional Consultant Summit on September 10, 2020, held virtually. Event topics include OCIO, ESG and Multi-Asset Strategies, to name a few.

See Event

Opal Group’s 2020 Public Funds Summit

Marcia Peters, CFA, Chief Investment Officer, will be attending the Opal Group's 2020 Public Funds Summit, held virtually. Marcia will be moderating a panel discussion on “Practical Tools to Improve Governance, Fiduciary Responsibility & Avoid Conflicts.”

See Event