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