Warren, New Jersey (February 12, 2019)—Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, announces the addition of Senior Consultant Duncan McNiff to the team. Duncan brings over a decade of experience in the retirement plans industry working with 403(b), 401(k) and non-qualified plan sponsors.
“We are pleased to have Duncan join the team,” says Partner Richard Torbinski. “His extensive experience in defined contribution plan vendor relationship management will be a big asset to our firm and clients.”
Prior to joining the firm, Duncan was a relationship manager with the Vanguard Group, where he consulted with 25 plans representing over $2 billion in assets and more than 20,000 participants. He is a graduate of Princeton University with a B.A. in Politics and is fluent in both French and Mandarin Chinese.
“Portfolio Evaluations has a long track record of providing objective, smart advice to plan sponsors,” says Duncan. “For me, this is a great opportunity to focus on what I enjoy most: working with clients to solve their problems by providing the honest support they need. Over the past ten years, I’ve had the benefit of working in conjunction with PEI to assist mutual clients on countless occasions, and I feel very fortunate to now be joining their team.”
About Portfolio Evaluations, Inc.
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.