Michael Sasso is an institutional retirement plan advisor based in Warren, NJ.
CAPTRUST welcomed Michael in 2021, and he currently serves as a principal and financial advisor. Mike brings more than 30 years of industry experience working with corporate 401(k) and pension plans, Taft-Hartley pension and annuity funds, hospitals, and not-for-profit organizations.
Michael joined CAPTRUST from Portfolio Evaluations, Inc. (PEI), where he served as a partner and co-founder of the firm. Michael has extensive experience advising trustees in the area of portfolio management and fiduciary compliance. Prior to co-founding PEI, Michael worked as an investment executive and retirement plan analyst and was responsible for establishing new plans and monitoring existing plans for ERISA regulatory compliance.
Michael earned a Bachelor of Science degree in business administration from Montclair State University.
Education
- Bachelor of Science degree in business administration from Montclair State University
Memberships
- Member, Plan Sponsor Council of America (PSCA) Board of Directors, Investment Committee
- Member, United States Fund for UNICEF Fund Raising Committee
Awards & Recognition
- NAPA Top DC Advisor Teams | 2022, 2024 (CAPTRUST Warren)
- Barron’s Top Institutional Consultants | 2023 and 2024 (Team Warren)