Chicago, IL, Release: May 4, 2021. For Immediate Release.

Asset Allocation and Management (AAM) is pleased to announce the promotion of Patryk Carwinski to Portfolio Manager. 

With 11 years of experience, Patryk will be responsible for managing investment portfolios for clients based on client-specific objectives, constraints, and risk preferences, as well as communicating market developments and portfolio updates to clients.

Prior to joining AAM as an Assistant Portfolio Manager, Patryk was an Associate at Loan Management Solutions. He earned a BS in Economics and MA in Economics from the University of Illinois. Patryk is also a CFA Charterholder.  

“Patryk has done an excellent job with client service and supporting the Portfolio Management team.  He has been a key contributor in enhancing AAM’s reporting capabilities and we are excited for him to continue to grow his career at AAM.” remarked Chief Executive Officer John Schaefer. 

“I am ecstatic to continue my career at a firm that puts as much emphasis on individual development as on client service. As a Portfolio Manager at AAM, I will carry forward that culture to strengthen the client experience and our relationships” says Patryk of his promotion.

About AAM

Chicago-based Asset Allocation & Management Company, LLC (AAM) is a registered investment advisor* with the SEC founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes. 

*Registration does not imply a certain level of skill or training.

Disclaimer: Asset Allocation & Management Company, LLC (AAM) is an investment adviser registered with the Securities and Exchange Commission, specializing in fixed-income asset management services for insurance companies. Registration does not imply a certain level of skill or training. This information was developed using publicly available information, internally developed data and outside sources believed to be reliable. While all reasonable care has been taken to ensure that the facts stated and the opinions given are accurate, complete and reasonable, liability is expressly disclaimed by AAM and any affiliates (collectively known as “AAM”), and their representative officers and employees. This report has been prepared for informational purposes only and does not purport to represent a complete analysis of any security, company or industry discussed. Any opinions and/or recommendations expressed are subject to change without notice and should be considered only as part of a diversified portfolio. Any opinions and statements contained herein of financial market trends based on market conditions constitute our judgment. This material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that discussed here. The information presented, including any statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein. A complete list of investment recommendations made during the past year is available upon request. Past performance is not an indication of future returns. This information is distributed to recipients including AAM, any of which may have acted on the basis of the information, or may have an ownership interest in securities to which the information relates. It may also be distributed to clients of AAM, as well as to other recipients with whom no such client relationship exists. Providing this information does not, in and of itself, constitute a recommendation by AAM, nor does it imply that the purchase or sale of any security is suitable for the recipient. Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, inflation, liquidity, valuation, volatility, prepayment and extension. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.