Michael Sasso | Retirement Plan Services Financial Advisor Warren NJ Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Michael Sasso

Michael Sasso

Financial Advisor

Financial Advisors

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

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Warren)
  • Barron’s Top Institutional Consultants | 2023 (Team Warren)


  • Member, Plan Sponsor Council of America (PSCA) Board of Directors, Investment Committee
  • Member, United States Fund for UNICEF Fund Raising Committee
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