Aaron Diefenthaler
Chief Investment Officer at RLI CORP.
Net worth: 4 M $ as of 2024-03-30
Profile
Mr. Aaron P. Diefenthaler, CFA MBA, is a Treasurer, Chief Investment Officer & Vice President at RLI Corp., a Vice President, Chief Investment Officer & Treasurer at RLI Insurance Co., a Chief Investment Officer & Vice President at Clear Blue Insurance Co., a Chief Investment Officer & Vice President at Contractors Bonding & Insurance Co., a Chief Investment Officer & Vice President at Mt. Hawley Insurance Co. and a Chief Investment Officer & Vice President at RLI Insurance Co. He is responsible for leading RLI’s investment and asset allocation strategy, capital management, investor relations and corporate development functions, as well as RLI’s Mortgage Reinsurance product. He joined RLI in 2012 with 16 years of investment and operations experience. Prior to joining RLI, he served as principal and portfolio manager for AAM Insurance Investment Management where he managed investment portfolios for numerous insurance companies. He has a bachelor’s degree in finance from Indiana University and a MBA from DePaul University’s Kellstadt Graduate School of Business and holds the CFA designation.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
RLI CORP.
0.07% | 2024-03-03 | 30,172 ( 0.07% ) | 4 M $ | 2024-03-30 |
Aaron Diefenthaler active positions
Companies | Position | Start |
---|---|---|
RLI CORP. | Chief Investment Officer | 2012-01-22 |
RLI Insurance Co.
RLI Insurance Co. Property/Casualty InsuranceFinance Part of RLI Corp., RLI Insurance Co. provides property and casualty insurance services. The private company is based in Peoria, IL. The CEO of the company is Jonathan E. Michael. | Chief Investment Officer | - |
Mt. Hawley Insurance Co.
Mt. Hawley Insurance Co. Property/Casualty InsuranceFinance Mt. Hawley Insurance Co. is engaged in the provision of insurance services. It specializes in fire, marine, and casualty insurance plans. The company was incorporated on October 26, 1979 and is headquartered in Peoria, IL. | Chief Investment Officer | - |
Clear Blue Insurance Co.
Clear Blue Insurance Co. Multi-Line InsuranceFinance Part of Clear Blue Financial Holdings LLC, Clear Blue Insurance Co. is a property and casualty insurance company. The private company is based in Peoria, IL. The CEO of the company is Jonathan E. Michael. Clear Blue Insurance was acquired by Clear Blue Financial Holdings LLC from RLI Corp. on November 03, 2015 for $7.50 million. | Chief Investment Officer | - |
Contractors Bonding & Insurance Co.
Contractors Bonding & Insurance Co. Life/Health InsuranceFinance Contractors Bonding and Insurance Company (CBIC) is a privately held, Seattle-based insurance company specializing in surety bonds and niche property and casualty insurance products. Surety underwriting emphasis is on contract, license, permit, miscellaneous and court bonds. The contract bond program focuses on standard underwriting for medium size contractors along with streamlined programs for small accounts and infrequent users of surety credit. Property and Casualty underwriting emphasis is on general liability, property, and inland marine coverages for artisan contractors but they also write the program, wholesale, and generalist business including a wide variety of merchant and office classes. CBIC is U.S. Treasury listed and rated A (Excellent) by A.M. Best Company. Formally established in 1979 but with roots tracing back to 1959, CBIC serves over 30,000 contractors and over 4,000 insurance agents and brokers nationwide. The company is the #1 writer of contractors license bonds in the Northwest. CBIC is licensed for surety in all 50 states and Washington D.C., licensed for Property and Casualty business in 46 states, and operates 13 regional branch offices. | Chief Investment Officer | - |
RLI Insurance Co. (Investment Portfolio)
RLI Insurance Co. (Investment Portfolio) Investment ManagersFinance RLI Insurance Co. (Investment Portfolio) (RLI-IP) is the investment portfolio division of RLI Insurance Co., headquartered in Peoria, Illinois. They are ultimately owned by RLI Corp. (NYSE: RLI). RLI-IP provides investment advisory services to insurance company portfolios. | Chief Investment Officer | 2011-12-31 |
Former positions of Aaron Diefenthaler
Companies | Position | End |
---|---|---|
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Portfolio Manager-Equities | - |
SS&C Technologies, Inc.
SS&C Technologies, Inc. Packaged SoftwareTechnology Services SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT. | Corporate Officer/Principal | - |
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 | 2010-07-27 |
Training of Aaron Diefenthaler
Indiana University | Undergraduate Degree |
Kellstadt Graduate School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
RLI CORP. | Finance |
Private companies | 8 |
---|---|
SS&C Technologies, Inc.
SS&C Technologies, Inc. Packaged SoftwareTechnology Services SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT. | Technology Services |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Finance |
Contractors Bonding & Insurance Co.
Contractors Bonding & Insurance Co. Life/Health InsuranceFinance Contractors Bonding and Insurance Company (CBIC) is a privately held, Seattle-based insurance company specializing in surety bonds and niche property and casualty insurance products. Surety underwriting emphasis is on contract, license, permit, miscellaneous and court bonds. The contract bond program focuses on standard underwriting for medium size contractors along with streamlined programs for small accounts and infrequent users of surety credit. Property and Casualty underwriting emphasis is on general liability, property, and inland marine coverages for artisan contractors but they also write the program, wholesale, and generalist business including a wide variety of merchant and office classes. CBIC is U.S. Treasury listed and rated A (Excellent) by A.M. Best Company. Formally established in 1979 but with roots tracing back to 1959, CBIC serves over 30,000 contractors and over 4,000 insurance agents and brokers nationwide. The company is the #1 writer of contractors license bonds in the Northwest. CBIC is licensed for surety in all 50 states and Washington D.C., licensed for Property and Casualty business in 46 states, and operates 13 regional branch offices. | 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 |
Clear Blue Insurance Co.
Clear Blue Insurance Co. Multi-Line InsuranceFinance Part of Clear Blue Financial Holdings LLC, Clear Blue Insurance Co. is a property and casualty insurance company. The private company is based in Peoria, IL. The CEO of the company is Jonathan E. Michael. Clear Blue Insurance was acquired by Clear Blue Financial Holdings LLC from RLI Corp. on November 03, 2015 for $7.50 million. | Finance |
RLI Insurance Co.
RLI Insurance Co. Property/Casualty InsuranceFinance Part of RLI Corp., RLI Insurance Co. provides property and casualty insurance services. The private company is based in Peoria, IL. The CEO of the company is Jonathan E. Michael. | Finance |
Mt. Hawley Insurance Co.
Mt. Hawley Insurance Co. Property/Casualty InsuranceFinance Mt. Hawley Insurance Co. is engaged in the provision of insurance services. It specializes in fire, marine, and casualty insurance plans. The company was incorporated on October 26, 1979 and is headquartered in Peoria, IL. | Finance |
RLI Insurance Co. (Investment Portfolio)
RLI Insurance Co. (Investment Portfolio) Investment ManagersFinance RLI Insurance Co. (Investment Portfolio) (RLI-IP) is the investment portfolio division of RLI Insurance Co., headquartered in Peoria, Illinois. They are ultimately owned by RLI Corp. (NYSE: RLI). RLI-IP provides investment advisory services to insurance company portfolios. | Finance |
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