Investment Accounting & Regulatory

Evolving accounting standards and regulatory guidance continue to shape how insurers and institutional investors manage and report investment portfolios. Updates to fair value measurement, impairment models, and disclosure requirements, along with changes in risk-based capital and statutory accounting rules, influence both compliance and strategy. Staying current helps investment teams ensure transparency and align portfolio decisions within the regulatory framework.

Key Investment Accounting & Regulatory Team Members

Stacy Crook

Principal and Director of Investment Accounting

Peter Wirtala, CFA

Principal and Insurance Strategist