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.
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 37 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.
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 a Registered Representative with the Financial Industry Regulatory Authority (FINRA) series 24, 7, and 63 registered. 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. He is an active member of Rotary International.
Robert Letwins, Executive Vice President has served in the financial securities industry for over 26 years. He is Series 7 and 66 registered with FINRA, and received his Bachelor of Science degree in Finance from New York University. Robert heads up the firms client development and is one of the firms consulting relationship managers. 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.
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 a Registered Representative with the Financial Industry Regulatory Authority (FINRA) series 24, 7, and 63 registered. Prior to this, Ms. Pellicani attended Suffolk County Community College, New York with a concentration in business.
Ryan Nicholsen, recently joined Pension Fund Evaluations, Inc. from one of the country’s leading electronics companies where he developed strong managerial and sales skills through the various positions he held during his tenure there. A graduate from Quinnipiac University with a degree in Journalism and a minor in Law, Ryan has written for numerous newspapers, participated in their radio and television networks and most recently started freelance writing about the economy and the stock market. As an analyst in PFE’s Reporting department Ryan is part of the team responsible for market analysis, asset manager performance review’s, Investment manager analysis and client reporting. Ryan also participates in ongoing client relationship coverage as well as part of the team responsible for developing new client relationships.
Diane Burger, works as an administrative assistant, to Mr Philipps and Mr. Letwins. She also oversees the firms trading capabilities and reconciliation as well as the firm’s financials. Prior to Pension Fund Evaluations, Inc. she managed and oversaw operations at multiple businesses.
“Is to provide our clients’ assets with the same prudence and concern as if they were our own”