Alton Cogert, President & CEO
Alton R. Cogert, CFA, CPA, CAIA, FDP, CGMA, President and Chief Executive Officer. Mr. Cogert formed Strategic Asset Alliance in 1994.
Currently, Mr. Cogert is an Independent Member of American Fidelity Assurance Company's Investment Committee of the Board. Previously, he has served as a technical advisor to the NAIC Invested Assets Working Group. He is a former member of the Board of Directors and former chairman of the Investment Committee of the National Alliance of Life Companies.
Prior to SAA, Mr. Cogert accumulated more than 20 years of financial institution experience, including over 10 years experience in senior financial management. He is a Chartered Financial Analyst, a Certified Public Accountant, Chartered Alternative Investment Analyst and a Financial Data Professional Charterholder. Mr. Cogert holds a BS from the Wharton School of the University of Pennsylvania and an MBA from the University of Southern California.
Phone: (360) 255-2500
Email: acogert@saai.com
Dan Smereck, Managing Director & Principal
Daniel G. Smereck, Managing Director, is the primary consultant for SAA's governmental risk pooling clients. Mr. Smereck has over 20 years of experience across investments, insurance, corporate finance, statistical analysis, and information technology.
Prior to joining SAA in 2003, Mr. Smereck was Senior Vice President and Chief Investment/Information Officer for a large, regional medical malpractice insurer where he was responsible for treasury, asset management and information technology.
Mr. Smereck has a BS in Managerial Finance, an MBA from the University of Nevada, Las Vegas, and an MS in Finance from the Carroll School of Management, Boston College.
Phone: (360) 255-2500 ext. 106
Email: dsmereck@saai.com
Nathan Simon, Director
Nathan Simon, Director, was named Director in January 2021. Prior to being named Director, Mr. Simon was responsible for assisting with all investment manager research and evaluation, performance analysis & review, and investment modeling conducted for SAA's clients.
Mr. Simon graduated from the University of California, Berkeley in Spring 2013, with a degree in Political Economics. At Berkeley, he managed assets for the Berkeley Investment Group.
Phone: (360) 255-2500 ext. 104
Email: nsimon@saai.com
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March 29 - 30, 2023
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