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Founded in 1979, Pension Fund Evaluations, Inc. (PFE) is an independent SEC registered Investment Advisor and FINRA broker dealer and member of SIPC. PFE is located in Long Island, New York. Since its inception, the firm has evolved into a full service Investment Consulting firm, also providing TPA, record keeper and Commission Recapture services, dedicated to servicing Taft Hartley, Corporate, Endowment, Foundation, 401 (k), 403(b), 457, and Municipal Plans. With years of in house expertise and alliances with highly experienced asset managers, administrators and record keepers, PFE takes pride in our long standing reputation of being able to provide efficient, accurate and reliable services. Our ability to tailor our services to meet the needs of our clients and their professional advisors (e.g. accountants, attorneys and financial planners) as well as the additional level of fiduciary responsibility we provide through our consulting and performance review service sets us apart from other consulting firms.
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The size and type of plans administered by PFE varies from small business or professional sponsored plans, to plans with thousands of participants. Our strength lies within our superior client service and our ability to completely understand the individual needs of each of our clients. As an independent financial services firm for over 32 years, PFE’s primary focus has been and always will be assisting our clients in meeting their investment objectives. At PFE we pride ourselves on the diverse and prestigious list of clients we currently service and are confident that we have the expertise and tools that will work towards optimizing your plans performance.
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Gregory G. Philipps, President of Pension Fund Evaluations, Inc. began his career at Pension Fund Evaluations, Inc. in 1988. Previous to this, Mr. Philipps attended Bryant College and subsequently received his Bachelor of Science Degree from Adelphi University, Garden City, New York in Business and Finance. Mr. Philipps serves as the Firm's General Securities Principal and is series 24, 7, and 63 registered and is an active member of Rotary International. Mr. Philipps has spoken at numerous investment conferences including the International Foundation of Employee Benefit Plans, TECS Public Fund Conference, TECS Fire and Police Conference and numerous others; topics have included asset allocation, diversification, trade execution, alternative investments. Mr. Philipps is on the Board of Directors of Capital Financial Holdings, Inc.
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Robert J. Letwins, Executive Vice President of Marketing and Sales has served in the financial securities industry for over 26 years, is Series 7 and 66 registered and received his Bachelor of Science degree in Finance from New York University. Robert’s diverse financial background in both institutional and retail business lines was obtained through his prior affiliations with Morgan Stanley & Co. and Wells Fargo Advisors.
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| Mary E. Pellicani, Senior Vice President began her career at Pension Fund Evaluations, Inc. in 1989 and has served as a performance measurement analyst since 1998. In addition, Ms. Pellicani oversees the regulatory requirements and issues pertaining to the firm’s agency filings. Ms. Pellicani is a Registered General Securities Principal and is series 24, 7, and 63 registered. Prior to this, Ms. Pellicani attended Suffolk County Community College, New York with a concentration in business.
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| Margie Natale, Vice President began her career at Pension Fund Evaluations, Inc. in 2001. Ms. Natale attended and received her Paralegal Associates in Applied Science Degree from Nassau Community College, Garden City, New York. Ms. Natale is series 7 and 63 registered. Ms. Natale serves as a performance measurement report analyst as well as manages the commission recapture operations and, in addition, is responsible for the firm’s full-charge bookkeeping.
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“Is to provide our clients’ assets with the same prudence and concern as if they were our own”
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