Peter Wirtala, CFA
Insurance Strategist and Assistant Portfolio Manager
Peter Wirtala, CFA is Insurance Strategist and an Assistant Portfolio Manager at AAM with 13 years of investment experience. Peter’s responsibilities focus on analysis of client liabilities and underwriting operations to aid in the development of customized investment solutions. Additionally, he facilitates AAM’s “Outsourced CIO” asset allocation projects, conducts peer analysis and NAIC RBC / AM Best BCAR scenario analysis, and prepares educational papers and seminars on key issues facing the insurance industry. Previously Peter worked for Epic Systems as a Financial Accountant. Peter earned a BBA in Finance from the University of Wisconsin-Madison.