Greg Ortquist
Portfolio Manager-Fixed Income at Asset Allocation & Management Co. LLC
Profile
Mr. Gregory R.
Ortquist, CFA MBA, is a Principal, Vice President & Senior Portfolio Manager at Asset Allocation & Management Co. LLC.
He has over 24 years of investment experience.
Mr. Ortquist is responsible for constructing portfolios based on client-specific objectives, constraints, and risk preferences.
He is also responsible for communicating market developments and portfolio updates to clients.
He recently worked as a Portfolio Manager at Advantus Capital Management (now Securian Asset Management).
His former experience also includes analyst roles at insurance and investment management companies.
He earned a BA in Accounting from Gustavus Adolphus College and a MBA in Finance from the University of Minnesota’s Carlson School of Management.
He is also a member of the CFA Society of Minnesota.
Greg Ortquist active positions
| Companies | Position | Start |
|---|---|---|
Asset Allocation & Management Co. LLC
 Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Portfolio Manager-Fixed Income | 31/12/2017 |
Former positions of Greg Ortquist
| Companies | Position | End |
|---|---|---|
Securian Asset Management, Inc.
 Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Portfolio Manager-Fixed Income | - |
Training of Greg Ortquist
| The Curtis L. Carlson School of Management | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Securian Asset Management, Inc.
Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Finance |
Asset Allocation & Management Co. LLC
Asset Allocation & Management Co. LLC Investment ManagersFinance Asset Allocation & Management Co. LLC (AAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1982 and is principally owned by Securian AAM Holdings LLC, ultimately owned by Minnesota Mutual Cos., Inc. AAM provides discretionary and non-discretionary investment advice to insurance companies across all business segments of the industry including Property and Casualty, Life, Health and Captive insurers. | Finance |
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