Deals & People
Stewart Joins PEI as Senior Consultant
Portfolio Evaluations, Inc. (PEI) recently hired Fred Stewart as a senior consultant based in the firm’s Atlanta office.
Reported by Nevin E. Adams
According to the firm, Stewart has worked in many organizations, including the mutual fund, insurance, and banking industries, starting his career with Fidelity Investments.
PEI is an independent, fee-only, institutional investment consulting firm with more than 170 clients in 20-plus states (including Canada and Puerto Rico). With more than $20 billion in assets under advisement, PEI says it is one of the largest privately-owned, independent consulting firms in the U.S.