What departments does Portfolio Evaluations, Inc. have?

Portfolio Evaluations, Inc. has employees across 6 departments including Product Management, Marketing, Information Technology, Consultant, Analytics.

What is the largest department at Portfolio Evaluations, Inc.?

The largest department at Portfolio Evaluations, Inc. is Analytics with 7 employees.

Where are Portfolio Evaluations, Inc. employees located globally?

Portfolio Evaluations, Inc. has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Portfolio Evaluations, Inc.'s team size changed over time?

Portfolio Evaluations, Inc.'s team has remained stable from approximately 9 to 9 employees based on available data.

Portfolio Evaluations, Inc. Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Portfolio Evaluations, Inc. (PEI) is a privately owned financial services consultancy that concentrates on institutional investment and retirement plan consulting. Founded in 1992, the firm operates independently to provide fiduciary guidance and education to the fiduciaries of institutional programs, free from influence by investment managers and other industry interests. Based in Warren, New Jersey, PEI emphasizes a straightforward, team-based service model that assigns a cohesive group to each client rather than a layered organizational structure.

PEI counts more than 200 institutional relationships representing over $70 billion in assets under advisement, with client accounts ranging from less than $10 million to above $4 billion. Its client base includes private and public entities such as corporations, non-profit institutions, endowments and foundations, governments and municipalities, Taft-Hartley plans, and board-designated groups. In January 2022, CapTrust Advisors, LLC acquired Portfolio Evaluations, Inc. (PEI).

Portfolio Evaluations, Inc. Global Highlights

North America
53

United States Of America
53

Africa
2

South Africa
2

Portfolio Evaluations, Inc.'s Leadership

A. D.
Vice President Product Management
Mobile Phone
Email
D. B.
Vice President
Mobile Phone
Email
J. M.
Director, Retirement Plans Consulting Group
Mobile Phone
Email
B. M.
Marketing Manager
Mobile Phone
Email
J. D.
Senior Manager - Information Systems And Technology
Mobile Phone
Email
G. P.
Senior Retirement Plan Consultant
Mobile Phone
Email
R. S.
Senior Investment Analyst
Mobile Phone
Email
S. B.
Senior Investment Analyst
Mobile Phone
Email

Portfolio Evaluations, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Consultant
Finance
Other

Contact profiles from Portfolio Evaluations, Inc.

Name

Title

Contact Info

Location

Last Update

A. D.
Vice President Product Management
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
D. B.
Vice President
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. M.
Director, Retirement Plans Consulting Group
Mobile Phone
Email
United StatesNew York
Sep 13, 2024
B. M.
Marketing Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. D.
Senior Manager - Information Systems And Technology
Mobile Phone
Email
United StatesNew York
May 29, 2025
G. P.
Senior Retirement Plan Consultant
Mobile Phone
Email
United StatesNew Jersey
Oct 22, 2024
R. S.
Senior Investment Analyst
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. B.
Senior Investment Analyst
Mobile Phone
Email
UNITED STATES
May 08, 2024
D. M.
Investment Consultant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. C.
Revops Analyst
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Portfolio Evaluations, Inc. known for?

Portfolio Evaluations, Inc. was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 15 Independence Boulevard Warren, New Jersey 07059 United States; you can contact the main corporate office by phone at

+1-973-538-****

. Explore Portfolio Evaluations, Inc.'s company overview page for more information.

What is Portfolio Evaluations, Inc.'s most common email format?

Portfolio Evaluations, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portfolio Evaluations, Inc. email formats with LeadIQ.

How many employees does Portfolio Evaluations, Inc. have currently?

Portfolio Evaluations, Inc. has approximately 50 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Portfolio Evaluations, Inc.'s key employees and leadership?

As of December 2025, Portfolio Evaluations, Inc.'s key employees include:

Vice President Product Management: A. D.
Vice President: D. B.
Director, Retirement Plans Consulting Group: J. M.
Marketing Manager: B. M.
Senior Manager - Information Systems And Technology: J. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Portfolio Evaluations, Inc. Employee Directory

Find Portfolio Evaluations, Inc. employees' phone numbers or email addresses

Name search is limited — try advanced search instead