With over fifty years of collective experience Strategic Asset Alliance principals have backgrounds in the banking, thrift, investment, life/health and property/casualty insurance industries.
Our first priority is to see that our clients are successful and profitable. We continue to assess our talents in order to meet our clients’ investment needs and strengthen our partnership by adding value to their bottom line.
Alton Cogert President and Chief Executive Officer
Alton Cogert, CFA, CPA, President, founded Strategic Asset Alliance in 1994 as the first investment consulting firm that exclusively serves insurance companies. He is a former member of the Board of Directors and former chairman of the Investment Committee of the National Alliance of Life Companies. He has served as a technical advisor to the NAIC Invested Assets Working Group and the Model Investment Law Working Group. He has been a guest lecturer at the University of Texas, and is editor of Insurer Investment Strategies.
Mr. Cogert has written several articles for BestWeek, including: “Piercing the Seven Deadly Myths of Insurance Investing,” “Insurance Investment Management Shifts to the WIRE Paradigm,” “Achieving Higher Risk Adjusted Returns,” “Outside Money Managers Performance Depends Upon How Well They’re Managed,” “The Search for a Truly Customized Investment Benchmark,” and “The Roller Coaster Ride Of Interest Rates: How To Protect Against Falling Off The Track.” His articles about the regulatory process include, “After 125 Years, the NAIC Needs to Get Back to Basics.”
Mr. Cogert has more than twenty years of financial institution experience, with more than half of that time in senior financial management. He is a Chartered Financial Analyst, Certified Public Accountant and Chartered Altenative Investment Analyst. Mr. Cogert holds a BS from the Wharton School of the University of Pennsylvania and an MBA from the University of Southern California.
Alton Cogert President and
Chief Executive Officer
Daniel Smereck Managing Director
Daniel Smereck, Managing Director, has over twelve years experience in investments, corporate finance, statistical analysis, and information technology. He most recently was Senior Vice President, Investments and Information Technology for a $1.2 billion medical malpractice insurer.
Mr. Smereck has an MS in finance from Boston College and an MBA from the University of Nevada, Las Vegas.
Daniel Smereck Managing Director
Michael C. Koetters Managing Director
Mr. Koetters, Managing Director, joined Strategic Asset Alliance, Inc. in 2005. Previously he was Chief Investment Officer of WellPoint, Inc. for 12 years. Prior to joining WellPoint, he was Vice President and Chief Financial Officer for Cincinnati Microwave, Inc., a publicly traded manufacturing company. Mr. Koetters was also Vice President and Treasurer of Armco Financial Services, a worldwide banking, leasing, property casualty and life insurance conglomerate.
Mr. Koetters is a graduate of the University of Notre Dame and has a MBA from Xavier University. He served as an officer in the United States Army Finance Corp. He is a Certified Public Accountant and a member of the CFA Institute. He has served on several community and corporate boards of directors such as: Boy Scouts of America, American Red Cross, Multiple Sclerosis, DCL Medical Laboratories, Inc., Bethesda, Inc., and Ohio Bureau of Workers’ Compensation.
