Why Allegiant/Experienced Leadership
CLIENT SERVICE TEAM
| | Peter Kurrie Managing Director, Client Service - Industry Experience: 20 years
- B.A., Michigan State University
- M.B.A., Michigan State University
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| Pete is Managing Director of Allegiant’s Institutional Client Service and Administration. In this capacity, he manages the Client Service team and Client Administrative team who cover all aspects of client relationship management and administrative requirements across the nation. Before joining the firm in 2004, Pete was with JPMorgan IMC, formerly Banc One Investment Advisors (BOIA), where he spent fifteen years in its Institutional Asset Management business. He led BOIA’s Michigan Client Service team, responsible for over $17 billion in client assets. He and his team worked closely with regional and national institutional investment management relationships. He is a member of the Financial Analyst Society of Detroit and the Michigan State University Financial Advisory Board. Pete earned both a B.A. and an M.B.A. in Finance from Michigan State University.
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| | Michael P. Wilson Regional Director, Client Service - Industry Experience: 17 years
- B.S., Purdue University
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| Mike joined the firm in 2005 as Team Leader, Client Service, for the Indiana Region. In June of 2006, he became Regional Director, Client Service, and manages Allegiant's Ohio and Pennsylvania Client Service teams. His teams are responsible for providing service to new and existing relationships, including client reviews and finals presentations, as well as product partnership with the bank channels. He was most recently with Fifth Third Investment Advisors, building their institutional investment presence within Indiana. Prior to Fifth Third, Mike was with J.P. Morgan Fleming Asset Management where he held Relationship Management and Regional Management roles in a variety of markets, developed internal business partners and established a solid network of external contacts in the community. Mike holds a B.S. degree from Purdue University in Fort Wayne, Indiana.
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| | Todd E. McCullough Regional Director, Client Service - Industry Experience: 17 years
- B.S., Ball State University
- M.B.A., Butler University
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| Todd brings over 15 years of industry experience to his role as regional director for Allegiant’s Institutional Client Service Teams in Indiana and Kentucky. Before joining Allegiant, Todd was with Fifth Third Asset Management where he secured the business of two of the firm's largest clients, drafted numerous investment policy statements and utilized technical and analytical models. He also managed portfolios as well as a team of portfolio managers. Todd’s background also includes fixed income product development and the implementation of cash management programs for institutional clients. Todd holds a B.S with a specialization in finance and corporate financial management from Ball State University and an M.B.A. from Butler University. |
| | Steven M. Eitel Regional Director, Client Service - Industry Experience: 14 years
- B.S., Illinois State University
- M.S., Northern Illinois University
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| Steve leads Allegiant’s client service teams in Illinois and Missouri. He brings extensive investment relationship management experience to the firm, focusing on all segments of the market. He also serves as a voting member of Allegiant’s Asset Allocation Committee. He and his teams provide proactive, consultative investment service to new and existing clients, including regular and ad hoc account reviews, investment policy development, insight into economic and market activity, and discussions and explanations around portfolio structure and performance. Before joining Allegiant, he was with JP Morgan Asset Management, formerly Banc One Investment Advisors, as an investment relationship manager. Steve holds an M.S. in Finance from Northern Illinois University, a B.S. from Illinois State University and is a member of the Illinois Public Pension Division Investment Task Force.
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