Profile
Mr. Joseph W.
Wittrock, CFA MBA, is a Senior Vice President & Chief Investment Officer at Security Benefit Life Insurance Co. He joined the firm in 2014.
He is responsible for the management of Security Benefit’s investment and derivative portfolios.
He leads an investment team of more than 100 professionals spanning investment management, derivatives, and investment operations.
The Security Benefit investment team has consistently delivered the best investment returns in the U.S.
life insurance industry while the derivative team is an acknowledged industry leader and value creator.
Prior to joining Security Benefit, Mr. Wittrockwas with Aviva, where he served in a number of investment management leadership roles.
He served as Chief Investment Officer for Aviva USA where he was responsible for a $60 billion asset portfolio and a $25 billion notional derivative portfolio, and Head of Fixed Income Credit Research for Aviva Investors North America, where he led the organization's credit team for a $30 billion portfolio across various credit strategies including investment grade, high yield, bank loans, and synthetic credit, including long/short.
He began his career at Aviva in 2000, assisting in the management of high yield, distressed credit and emerging market hard currency sovereign strategies.
He earned his MBA, with honors, from the University of Chicago Booth School of Business and his bachelor's degree, summa cum laude, from Buena Vista University.
He is a member of the Chartered Financial Analyst (CFA) Institute and has earned the right to use the CFA designation.
Joseph W. Wittrock active positions
| Companies | Position | Start |
|---|---|---|
Security Benefit Life Insurance Co. (Invt Port)
Security Benefit Life Insurance Co. (Invt Port) Investment ManagersFinance Profile Unavailable. | Chief Investment Officer | 2013-12-31 |
Former positions of Joseph W. Wittrock
| Companies | Position | End |
|---|---|---|
Aviva USA Corp.
Aviva USA Corp. Life/Health InsuranceFinance Provides fixed annuity and life insurance products | Chief Investment Officer | 2012-12-31 |
Aviva Investors Americas LLC
Aviva Investors Americas LLC Investment ManagersFinance AIA is an actively responsible investor and invests with conviction for the long-term. The firm employs a team-based approach in the management of their investment strategies, which includes both the Portfolio Management Team and the Research Team. Across the firm, the Portfolio Management Team is accountable for making final investment decisions. While the Portfolio Management Team is also ultimately responsible for the asset allocation, portfolio construction and security selection decisions, the Research Team provides valuable insights and heavily influences these decisions. | Analyst-Fixed Income | - |
Training of Joseph W. Wittrock
Experiences
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Private companies
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1st degree companies
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Linked companies
| Private companies | 5 |
|---|---|
Aviva Investors Americas LLC
Aviva Investors Americas LLC Investment ManagersFinance AIA is an actively responsible investor and invests with conviction for the long-term. The firm employs a team-based approach in the management of their investment strategies, which includes both the Portfolio Management Team and the Research Team. Across the firm, the Portfolio Management Team is accountable for making final investment decisions. While the Portfolio Management Team is also ultimately responsible for the asset allocation, portfolio construction and security selection decisions, the Research Team provides valuable insights and heavily influences these decisions. | Finance |
Buena Vista University
Buena Vista University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aviva USA Corp.
Aviva USA Corp. Life/Health InsuranceFinance Provides fixed annuity and life insurance products | Finance |
Security Benefit Life Insurance Co. (Invt Port)
Security Benefit Life Insurance Co. (Invt Port) Investment ManagersFinance Profile Unavailable. | Finance |
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