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Our Team

Our team members are our most valuable assets. They create and deliver innovative, proprietary solutions for our clients. Each team member understands his/her actions will have a meaningful impact on the client. The PEI culture is one that fosters excellence and is driven by our commitment to the client.


Partners

Name Title
Michael Sasso Partner, Co-Founder
Richard Torbinski Partner, Co-Founder
Attila Toth Partner, Co-Founder

Management Team & Investment Consultants

Name Title
Michael Amberger Senior Consultant
Jennifer Brands Director, Systems
Christine O. Brown Senior Consultant
Brian J. Higgins, CFA Director, Sales and Marketing &
Senior Consultant
Fana Horenbein Controller &
Director, Human Resources
David Hudak, QKA, QPFC Senior Consultant
Edward Landsman Senior Consultant
Jean Martone Director, Retirement Plans Consulting Group
Joseph Mattei Senior Consultant
Greg McCarthy, CFA Principal & Director, Consulting Group
Michael Miller Director, Client Service Analyst Group
Marcia Peters, CFA Chief Investment Officer
Frederick Stewart Managing Director Southeast Region
Scott Rubin Director of Research
Julie Yusko Senior Consultant

Additional PEI Team Members

Name Title
Jared Anderson Investment Analyst – Client Services
Daniel Andriola Investment Analyst – Client Services
Saleem Banatwala, CFA Senior Investment Analyst, Research
Kathleen L. Burns Senior Investment Analyst, Research
Lindsey Campanelli Investment Analyst, Client Services
Ashley diMayorca Investment Analyst, Research
Heather Doucette Investment Analyst, Research
Ann Fisher Vendor Search Consultant
Jeffrey Hoberman Process Manager
Danny Kwak Senior Investment Analyst, Research
Marc Lescarret Investment Analyst, Client Services
Heather Mahan Vendor Search Practice Manager
Brooke May Marketing Manager
Jack Menke Investment Analyst, Client Services
Rich Nolan Investment Analyst, Client Services
Christina Popova-Sotirova Senior Investment Analyst, Research
Michael Stapleton Sales Manager
Ryan Stuart Investment Analyst, Client Services
Daniel Urban Senior Investment Analyst, Client Services
Connie Yee-Cohen Office Manager