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Our Management Team

Our team members are our most valuable assets. They create and deliver innovative, proprietary solutions for our clients. Each team member understands his/her actions will have a meaningful impact on the client. The PEI culture is one that fosters excellence and is driven by our commitment to the client.


Michael Sasso Partner, Co-Founder
Richard Torbinski Partner, Co-Founder
Attila Toth Partner, Co-Founder
Gregory McCarthy, CFA Principal

Client Services

Charles Napp, Jr. Director, Client Services Group

Retirement Plans

Jennifer Putney Director, Retirement Plans Consulting Group


Marcia Peters, CFA Chief Investment Officer
Scott Rubin, CFA Director of Research

Sales & Marketing

Laura Grassi, CRPS® Director of Business Development