Deals and People January 21, 2011
Portfolio Evaluations Hires Retirement Industry Veteran
January 21, 2011 (PLANSPONSOR.com) - At the start of 2011, Joseph Mattei joined Portfolio Evaluations Inc. (PEI) as a Senior Consultant based in Dallas, Texas.
Reported by PLANSPONSOR staff
According to a press release, Mattei has more than 22 years of experience in the retirement industry, covering a wide spectrum of roles including Participant Education Consultant, Implementation Manager, Client Consultant, and Vice President. He earned a Bachelor of Science with a major in Finance from Ohio State University.
PEI offers fee-only advice to corporations, universities, unions, non-profits, and endowments & foundations. In addition, the firm offers a wide range of services backed by an in-house client services, research, and retirement plan search teams.