Our experience in insurance industry asset management is one of our key advantages. AAM’s team of senior managers averages 22 years of investment industry experience, while our portfolio management team averages 17.

Jump to team member John L. Schaefer, CFA, CPA Reed J. Nuttall, CFA Marco A. Bravo, CFA Kevin K. Adams, CFA Daniel C. Byrnes, CFA Timothy J. Senechalle, CFA Michael R. Kelch, CFA Colleen M. Herron Michael A. McClain Michael W. McLaughlin Kendra M. Fiorito Manisha M. Shah Peter A. Wirtala

John L. Schaefer, CFA, CPA

Principal and President

• 25 years of investment experience
• Oversees all functions within the firm and manages portfolios for AAM clients
• Previously a Managing Director of the Insurance Asset Management Group at Zurich Scudder Investments
• BBA in Business Administration and Accounting from the University of Notre Dame
• MBA in Finance from the University of Chicago

Reed J. Nuttall, CFA

Principal and Chief Investment Officer

• 22 years of investment experience
• Oversees client portfolio management throughout the firm, sets broad investment policy and is responsible for the management of client portfolios
• Heads AAM’s Investment Strategy Committee
• Previously a Senior Portfolio Manager at Farmers Insurance Group and its successor organization, Zurich Scudder Investments
• BS in Accounting from Brigham Young University
• MBA in Finance from California State University

Marco A. Bravo, CFA

Principal, Vice President and Senior Portfolio Manager

• 20 years of investment experience
• Manages portfolios for AAM clients and co-authors AAM’s Monthly Economic Outlook
• Previously an Investor Services Advisor at Templeton Management LTD
• Bachelor of Commerce in Finance from University of Toronto

Kevin K. Adams, CFA

Principal, Vice President and Senior Portfolio Manager

• 19 years of investment experience
• Manages portfolios for AAM clients and co-authors AAM’s Monthly Economic Outlook
• Previously worked as a Registered Representative for the National Business Association
• BS in Corporate Communications from Northern Illinois University

Daniel C. Byrnes, CFA

Principal, Vice President and Portfolio Manager

• 11 years of investment experience
• Manages portfolios for AAM clients
• Previously worked as an accountant at CNA Insurance
• BS in Finance from the University of Illinois
• MBA in Finance and Economics from the University of Chicago

Timothy J. Senechalle, CFA

Principal, Vice President and Portfolio Manager

• 13 years of investment experience
• Manages portfolios for AAM clients
• Also specializes in the analysis, management and trading of preferred stocks for all of AAM’s clients
• BS in Finance from the University of Illinois

Michael R. Kelch, CFA

Portfolio Manager

• 8 years of investment experience
• Manages portfolios for AAM clients
• Previously worked as a Portfolio Analyst at LaSalle Bank
• BS in Finance from Missouri State University

Colleen M. Herron

Assistant Portfolio Manager

• 12 years of investment experience
• Performs reporting, analysis and monitoring on client portfolios
• Previously worked as a Senior Portfolio Accounting Analyst with the Northern Trust Company
• BA in Economics and Communications from Denison University

Michael A. McClain

Assistant Portfolio Manager

• 7 years of experience
• Performs reporting, analysis and monitoring on client portfolios
• Previously worked at Countrywide Financial as Junior Option ARM Trader
• BS in Finance from Indiana University

Michael W. McLaughlin

Assistant Portfolio Manager

• 8 years of experience
• Performs reporting, analysis and monitoring on client portfolios
• Previously an Investment Accountant with AAM
• BS in Business Administration and BS in Accounting from Illinois State University

Kendra M. Fiorito

Assistant Portfolio Manager

• 7 years of investment experience
• Performs reporting, analysis and monitoring on client portfolios
• Previously an Investment Operations Assistant at AAM
• BBA in Finance from the University of Iowa

Manisha M. Shah

Assistant Portfolio Manager

• 6 years of investment experience
• Performs reporting analysis and monitoring on client portfolios
• Previously Senior Investment Accountant with AAM
• BS in Accounting and Finance from DePaul University

Peter A. Wirtala

Insurance Strategist

• 5 years of investment experience
• Conducts analysis of client liabilities and operational projections for development of customized investment solutions
• Performs dynamic tax analysis using modeling software and finanicial market data to identify optimal allocation to municipal securities
• Previously worked with Epic Systems Corporation
• BBA in Finance from the University of Wisconsin