Michael Amberger, AIF®
Mike is a Senior Consultant at Portfolio Evaluations, Inc. He has over 20 years of experience with institutional retirement plans and has a wide range of expertise in fiduciary governance, plan design, investment monitoring and selection, investment policy statement development, plan benchmarking and participant education planning. His clients include corporate 401(k), pension and non-qualified plans, governmental defined contribution plans, Taft Hartley plans and endowments.
Prior to joining PEI in 2008, Mike worked with First Investors Corporation (now Foresters Financial), initially as a Retirement Consultant, and then as a Project Manager in their Executive Sales Department. He also worked as a member of the Retirement Plans Group at Merrill Lynch.
Mike earned his BS in Marketing from the State University of New York and graduated with an MBA in Finance from St. John’s University. He also holds the Accredited Investment Fiduciary® designation (AIF®), as issued through the Center for Fiduciary Studies.