Pete Wirtala
Analyst-Festverzinsliche Wertpapiere bei Asset Allocation & Management Co. LLC
Profil
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.
Aktive Positionen von Pete Wirtala
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Analyst-Festverzinsliche Wertpapiere | - |
Ehemalige bekannte Positionen von Pete Wirtala
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Pete Wirtala
| University of Wisconsin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
