Pete Wirtala

Analista-Rendimento Fisso presso Asset Allocation & Management Co. LLC

Finance

Consumer Services

Technology Services

Profilo

Mr. Peter A.
Wirtala, CFA, is an Principal & Insurance Strategist at Asset Allocation & Management Co. LLC.
He has over 15 years of investment experience.
His responsibilities focus on analysis of client liabilities and underwriting operations to aid in the development of customized investment solutions.
Additionally, he develops ERM-focused asset allocation strategies for clients, conducts peer analysis and NAIC RBC / AM Best BCAR scenario analysis, and prepares educational papers and seminars on key issues facing the insurance industry.
He also leads AAM’s ESG integration effort for clients seeking to incorporate environmental, social, and governance-based principles into their portfolios.
Previously he worked for Epic Systems as a Financial Accountant.
He earned a BBA in Finance from the University of Wisconsin-Madison.

Posizioni attive di Pete Wirtala

Società	Posizione	Inizio
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers.	Analista-Rendimento Fisso	-

Tutte le posizioni attive di Pete Wirtala

Precedenti posizioni note di Pete Wirtala

Società	Posizione	Fine
Epic Systems Corp. Epic Systems Corp. Packaged SoftwareTechnology Services Epic Systems Corp. develops healthcare information systems. It offers inpatient clinical, electronic medical record, portable clinical information, core specialty support, operating room management, ICU/acute care support, and inpatient pharmacy services. The company also provides implementation, process engineering, training, optimization, architecture, and content services. Epic Systems was founded by Judith R. Faulkner in 1979 and is located in Verona, WI.	Corporate Officer/Principal	-

Vedi nel dettaglio l'esperienza di Pete Wirtala

Formazione di Pete Wirtala

University of Wisconsin

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Pete Wirtala

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers.	Finance
Epic Systems Corp. Epic Systems Corp. Packaged SoftwareTechnology Services Epic Systems Corp. develops healthcare information systems. It offers inpatient clinical, electronic medical record, portable clinical information, core specialty support, operating room management, ICU/acute care support, and inpatient pharmacy services. The company also provides implementation, process engineering, training, optimization, architecture, and content services. Epic Systems was founded by Judith R. Faulkner in 1979 and is located in Verona, WI.	Technology Services