Portfolio Evaluations Hires Retirement Industry Veteran

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

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.