Alton Cogert, CFA, CPA, CAIA, CGMA

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 National Association of Insurance Commissioners (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, Certified Public Accountant, Chartered Alternative Investment Analyst, and Financial Data Professional Charterholder. Mr. Cogert holds a bachelor of science degree from the Wharton School of the University of Pennsylvania and a master of business administration degree from the University of Southern California.

Contact Information

Alton Cogert
President and CEO
Strategic Asset Alliance
11 Bellwether Way, Suite 209
Bellingham, WA 98225
Phone: (360) 255–2500