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.
Stewart, who has over 20 years of industry experience and is a member of the Southern Employee Benefits Conference (SEBC), was most recently Vice president Institutional Consulting Group with UBS and member of the Defined Contribution Advisory Board.

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.