Pete Wirtala
Analyst-Fixed Income at Asset Allocation & Management Co. LLC
Profile
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.
Pete Wirtala active positions
| Companies | Position | Start |
|---|---|---|
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-Fixed Income | - |
Former positions of Pete Wirtala
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Pete Wirtala
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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