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Meet the AAM Team

At AAM, our people are the foundation of our clients’ success. Our team brings deep, insurance-specific investment expertise combined with a commitment to delivering outstanding client service. With an average of 19 years of experience across our portfolio managers, credit research analysts, and traders, we offer clients a unique blend of market insight, disciplined execution, and insurance-focused investment strategies.

  • Elizabeth Henderson, CFA

    Elizabeth Henderson, CFA

    Principal, Head of Fixed Income and Director of Corporate Credit
  • Tracy Juggan

    Tracy Juggan

    Investment Operations Settlement Specialist
  • Chelsea Klassa

    Chelsea Klassa

    Chief Compliance Officer & Principal
  • Todd Kurisu, CFA

    Todd Kurisu, CFA

    Senior Portfolio Manager
  • Katie Lagerstrom

    Katie Lagerstrom

    Office Manager
  • Jim Law, CFA

    Jim Law, CFA

    Vice President of Business Development
  • Jeffrey Martinkus

    Jeffrey Martinkus

    Principal, Vice President and Director of Operations and Technology
  • Patrick McGeever

    Patrick McGeever

    Principal and Senior Fixed Income Credit Analyst
  • Michael McLaughlin, CFA

    Michael McLaughlin, CFA

    Principal and Senior Portfolio Manager
  • Ben Miklavcic

    Ben Miklavcic

    Assistant Portfolio Manager
  • Greg Ortquist, CFA

    Greg Ortquist, CFA

    Principal, Vice President, and Senior Portfolio Manager
  • Eric Pochyla

    Eric Pochyla

    Senior Investment Accountant

1234
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Insights

  • Structured Products
  • Private Credit
  • Municipal Bonds
  • Investment Accounting and Regulatory
  • High Yield
  • Broad Fixed Income
  • Convertible Bonds
  • Commercial Mortgage Loans
  • Asset Allocation and Modeling
  • Investment Grade Corporate Bonds
  • Structured Products
  • Private Credit
  • Municipal Bonds
  • Investment Accounting and Regulatory
  • High Yield
  • Broad Fixed Income
  • Convertible Bonds
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  • Investment Grade Corporate Bonds
© 2025 AAM Company. All Rights Reserved.

Privacy and Disclosures

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. 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.