Why Allegiant/Experienced Leadership
CLIENT SERVICE TEAM
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Peter Kurrie Managing Director, Client Service Pete is Managing Director of Client Service and joined the Allegiant Asset Management Company in 2004. His responsibilities include oversight of institutional client administration and custody services for Allegiant Institutional Services. Previously, he was with J.P. Morgan IMC (formerly Banc One Investment Advisors), where he spent fifteen years in its Institutional Asset Management business. For five years, Pete 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 corporations, not-for-profit organizations, public funds, healthcare organizations, and Taft-Hartley investment management relationships. Pete earned both a Bachelor’s and Master’s degree in Finance from Michigan State University and holds memberships in the Financial Analyst Society of Detroit and the Michigan State University Financial Advisory Board. |
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Steven M. Eitel Regional Director, Client Service Steve is a Regional Director for Client Service based in the Chicago office. Steve leads a team of Client Service professionals within the states of Illinois and Missouri, responsible for sales and service of new and existing relationships, including client reviews and finals presentations. Steve also serves as a member of Allegiant’s Asset Allocation Committee. Most recently with Banc One Investment Advisors, as an Investment Relationship Manager, he was responsible for multiple relationships across six states, handling a variety of entities, such as Public Funds, Taft-Hartley, Corporate and Nonprofit clients. Steve holds a Bachelor of Science degree from Illinois State University and a Master of Finance from Northern Illinois University. |
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Todd E. McCullough Regional Director, Client Service Todd brings over 15 years of industry experience to his role as Regional Director for Allegiant’s Institutional Client Services Team in Indiana. Before joining Allegiant, Todd held a wide range of duties with Fifth Third Asset Management. While at Fifth Third, Todd was responsible for securing business with two of the largest clients of that organization, drafting numerous investment policy statements, utilizing 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 an MBA from Butler University and a BSBA with a specialization in finance and corporate financial management from Ball State University. |
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Michael P. Wilson Regional Director, Client Service 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. Bringing 16 years of investment experience to the firm, 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 Bachelor of Science degree from Purdue University in Fort Wayne, Indiana. | CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.
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