Pete Wirtala

Analyst-Fixed Income at

Asset Allocation & Management Co. LLC

Finance

Technology Services

Consumer Services

Profile

Mr. Peter A. Wirtala, CFA, is an Principal & Insurance Strategist at Asset Allocation & Management Co. LLC.
He has over 18 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 AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle.	Analyst-Fixed Income	-

All active positions of Pete Wirtala

Former positions of Pete Wirtala

Companies	Position	End
Epic Systems Corp. Epic Systems Corp. Packaged SoftwareTechnology Services Develops patient healthcare and medical record software	Corporate Officer/Principal	-

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Private companies	3
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle.	Finance
Epic Systems Corp. Epic Systems Corp. Packaged SoftwareTechnology Services Develops patient healthcare and medical record software	Technology Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services