Corey McGuire, CFA
Corey is a member of the research group and is responsible for US Large Cap and Target Date fund due diligence and research. He comes to PEI with over 20 years of investment industry experience.
Prior to joining the firm, he spent 9 years with the Ayco Company, a special division of Goldman Sachs Private Wealth Management that provides comprehensive financial counseling and investment planning for senior executives of publicly held companies nationwide. In this capacity, Corey was responsible for advising client facing relationship managers on optimal portfolio strategies and broad asset allocation decisions for their clients. He consulted directly with clients on the more complex investment or economic related issues, and authored client facing investment strategy related articles and quarterly reports. Prior to Goldman Sachs, Corey spent several years in various credit and alternative investment roles for such firms as Fitch Ratings, and Prudential Capital Group. Corey is also a U.S. Army veteran.
Corey earned a Bachelor’s degree in Finance from the University of Connecticut School of Business, and is a CFA charter holder.