Deals & People January 21, 2011

Portfolio Evaluations Hires Retirement Industry Veteran

At the start of 2011, Joseph Mattei joined Portfolio Evaluations Inc. (PEI) as a Senior Consultant.

Reported by

Mattei has more than 22 years of experience in the retirement industry, including positions as 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. He is based in Dallas.

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.

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