Michael Sasso

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

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 (CAPTRUST Warren)
  • Barron’s Top Institutional Consultants | 2023 (Team Warren)

Resources

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