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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 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.
Aktive Positionen von Pete Wirtala
| Unternehmen | Position | Beginn |
|---|---|---|
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-Festverzinsliche Wertpapiere | - |
Ehemalige bekannte Positionen von Pete Wirtala
| Unternehmen | Position | Ende |
|---|---|---|
Epic Systems Corp.
 Epic Systems Corp. Packaged SoftwareTechnology Services Develops patient healthcare and medical record software | Corporate Officer/Principal | - |
Ausbildung von Pete Wirtala
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
16
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
