Warren, New Jersey, January, 23, 2012 – Portfolio Evaluations, Inc. (PEI) is proud to announce that Charles Napp, Jr. has recently joined the PEI team as the Director of the Client Services Group. Charles is responsible for the preparation, review, and organization of client investment performance reporting and analysis. In addition, Charles will facilitate the documentation of the investment decision making process and the plan’s adherence to the client Investment Policy Statement.
Charles comes to PEI with experience in equity research, performance analysis, and portfolio management for businesses ranging from small, private companies to large international firms. Charles has spent much of his career working with plans that range in size from $1 million to $8 billion. He most previously worked at Siemens Capital Company, LLC in the Pension Fund Management Department, dealing directly with their DC and DB plans. Charles’ knowledge of investment manager selection, performance monitoring metrics and DOL fee disclosure rules will aid him in his role at PEI.
Portfolio Evaluations, Inc. (PEI) is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. PEI has offices nationwide to service client needs. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups