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PEI Welcomes Brian Cassidy and Lorice Bianchi to the Firm

Warren, New Jersey, July 11, 2014 – Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms is pleased to announce new additions, Lorice Bianchi, Senior Consultant and Brian Cassidy, Senior Investment Analyst to the PEI team.

Lorice will be working within PEI’s Research Group as a Senior Research Consultant also having a client interfacing relationships working within the Consulting Group. Experienced in investment performance monitoring and manager due diligence, Lorice will offer clients in-depth analysis to effectively guide their investment decisions and implementations for their investment portfolios. Lorice will also be conducting research on investment managers and funds for monitoring and search purposes.

Lorice has over thirteen years of investment experience. Prior to joining PEI in 2014, Lorice was a Vice President at Goldman Sachs & Co. For the past 10 years, she had been part of the Client Portfolio Solutions Group within the Alternative Investments and Manager Selection Team.

Brian works in a dual role position, working in both the Client Services Group as well as the Investment Research Group. Brian will be analyzing and preparing client performance reports, asset allocation studies, and investment manager searches. He will also be performing investment research and due diligence on asset managers and funds for monitoring and search purposes.
Prior to joining PEI, Brian worked at BNY Mellon in asset servicing specializing in pricing and evaluating various types of assets for client funds and at Bloomberg where he engaged in market and company research as a Junior Financial Analyst.

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. Clients include both private and public entities including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions, and board designated groups.