David Hudak, CFA
David serves as the lead consultant for a broad range of clients, including defined contribution plans, pension plans, endowments, and foundations. His primary responsibility is advising investment committees on all phases of their fiduciary duties. To accomplish this, David works closely with his clients to develop and implement a customized action plan to meet their objectives. He has extensive experience with all aspects of fiduciary oversight including investment policy statements, performance evaluation, investment manager due diligence, and fee benchmarking.
In addition to his investment consulting duties, David is a member of the senior management team which oversees the firm’s strategic initiatives. He has also been an integral part of PEI’s research efforts in areas such as millennials, target date funds, stable value, and fee analysis. During his tenure with the firm, he has presented regularly at industry events and has frequently written articles on fiduciary issues.
David is a CFA charterholder and a member of the New York Society of Security Analysts. David is also a member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds the Qualified 401(k) Plan Administrator (QKA), and the Qualified Plan Financial Consultant (QPFC) designations. He currently volunteers on ASPPA’s GAC DOL Subcommittee and is a former member of ASPPA’s GAC IRS Subcommittee. David has also earned the RPA designation with the International Society of Employee Benefits and has completed the PSCA’s ERISA Fiduciary Certification Program.
Prior to joining the firm in 2006, David was employed at ADP Retirement Services and American Express Financial Advisors. He has worked in the investment industry since 1999.
David is a summa cum laude graduate of Gettysburg College and earned an MBA from Seton Hall University.