Peter A. Wirtala, CFA

Insurance Strategist

Peter A. Wirtala, CFA is an Insurance Strategist at AAM with nine years of investment experience. Pete’s responsibilities include conducting analysis of client liabilities and operational projections for development of customized investment solutions and performing dynamic tax analysis using modeling software and financial market data to identify optimal allocation to municipal securities. Previously Pete worked for Epic Systems Corporation. Pete earned a BBA in Finance from the University of Wisconsin.