Michael Sasso

Financial Advisor

Education & Other Highlights

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.


  • Bachelor of Science degree in business administration from Montclair State University


  • 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)


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.