Why Allegiant/Experienced Leadership
LEADERSHIP TEAM
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| | John Abunassar President & Chief Executive Officer - Industry Experience: 22 years
- B.A., Lake Forest College
- M.B.A., Keller Graduate School
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| John is CEO of Allegiant Asset Management Group, which is comprised of Allegiant Asset Management Company, Allegiant Funds and Allegiant Institutional Services. He joined the firm in 2004. His experience includes more than 11 years with Banc One Investment Advisors, where he was Senior Managing Director of Institutional Asset Management and a member of the board of directors, the investment management committee and the investment policy committee. Prior to Banc One, he was a pension consultant with The Capital Control Group. He began his career as a pension consultant at Hewitt Associates. John holds a B.A. in business from Lake Forest College and an M.B.A. in finance from Keller Graduate School.
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| | Andrew D. Harding Chief Investment Officer, Fixed Income - Industry Experience: 28 years
- B.S.E., Princeton University
- M.B.A., Baldwin-Wallace College
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| Andy is Allegiant’s Chief Investment Officer for Fixed Income, Chair of the Allegiant Investment Committee and a Managing Director of the firm. Andy leads the strategy and performance for all of Allegiant’s fixed income investments and also serves as the Fixed Income Team’s mortgage security specialist, bringing more than 25 years of experience in research and fixed income to the firm. Prior to joining Allegiant, he was Senior Vice President of McDonald Investments Mortgage-Backed Securities Trading. Andy holds a B.S.E. in Engineering from Princeton University and an M.B.A. from Baldwin-Wallace College.
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| | Gordon A. Johnson Managing Director, Small Cap Core - Industry Experience: 23 years
- B.S.B.A., Southern Illinois University
- M.B.A., Southern Illinois University
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| Gordon leads Allegiant’s Small Cap Core investment team. He started the Small Cap Core product in 1994 and has provided overall investment direction and management to the same investment team since inception. Prior to the merger with Allegiant, he was President and Chief Investment Officer of Allegiant Investment Counselors, Inc. (AIC), which he joined in 1985 as an Assistant Portfolio Manager. Gordon holds a B.S.B.A. and an M.B.A. with specialization in Finance from Southern Illinois University.
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| | Hitesh C. Patel, Ph.D. Managing Director, Structured Equity - Industry Experience: 15 years
- B.S., University of Gujarat
- M.S., Bombay University
- Ph.D., University of Illinois, Chicago
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| Hitesh is a member of Allegiant’s Leadership Team and directs Allegiant’s Structured Equity team which focuses on Small Cap Core, Small Cap Growth and 130/30 strategies. He also manages the firm's equity trading desk. He previously served as Director of Quantitative Research at Harris Investment Management and has over 20 years of quantitative research and portfolio management experience. Hitesh received his B.S. in Pharmacy from University of Gujarat, M.S. in Pharmaceutical Chemistry from Bombay University and his Ph.D. in Medicinal Chemistry from University of Illinois at Chicago.
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| | Michael E. Santelli, CFA, CPA Managing Director, Mid Cap Value & Focused Equity - Industry Experience: 18 years
- B.S., George Washington University
- M.B.A., University of Chicago
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| Michael has leadership responsibility for the Mid Cap Value and Focused Equity style team. Michael has previous investment experience that includes positions in research and portfolio management. Prior to joining Allegiant, he was with Donaldson, Lufkin, and Jenrette’s mortgage research department. Michael has previously served as taxable fixed income team lead and as a mortgage and asset backed portfolio manager for the firm. A CFA charterholder and a Certified Public Accountant, Michael received a B.S. degree from George Washington University and an M.B.A. from the University of Chicago.
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| | Peter Kurrie Managing Director, Client Service - Industry Experience: 19 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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| | Robert E. Joseph Managing Director, Institutional Sales - Industry Experience: 19 years
- B.S., University of Illinois
- M.B.A., DePaul University
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| As the Managing Director of Institutional Sales, Rob leads all efforts associated with the distribution of Allegiant’s investment management capabilities to the institutional market. Before joining Allegiant, Rob worked at Northern Trust Global Investments as Senior Vice President and Senior Product Manager for Quantitative Management, where he directed the production and distribution of all index, enhanced index and quantitative investment products through the institutional and retail marketplace. Rob was also responsible for redirecting the organization’s approach to marketing all investment products through the consultant channel and coordinating all consultant calling initiatives. Rob began his career with Ennis, Knupp & Associates, a national consulting firm in Chicago, focusing exclusively on institutional investors. He holds a B.S. in Finance from the University of Illinois and an M.B.A. with a concentration in Finance from DePaul University, Kellstadt Graduate School of Business.
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| | Timothy M. Mahoney Managing Director, Retail Sales - Industry Experience: 22 years
- B.A., Denison University
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| Tim is Managing Director, Retail Distribution for Allegiant Funds, responsible for sales through retail financial intermediaries including broker dealers.Tim joined Allegiant from PFPC Distributors Inc., where he provided sales consulting and outsourced wholesaling services for investment firms as S.V.P., Senior Managing Director of Third Party Distribution. He previously held several positions with Victory Capital Management, an investment management subsidiary of KeyCorp including National Sales Director, Registered Investment Advisor and Independent Broker Dealer sales channel. Tim has also held positions such as National Sales Manager and Financial Consultant during a 16 year retail brokerage career. He has a Series 7, 9, 24, 63 and 65 license and a B.A. in Economics from Denison University in Granville, Ohio.
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| | Charlotte J. Walsh, CFA Managing Director, Consultant Relations - Industry Experience: 18 years
- Studied Economics and Psychology at Northwestern University
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| Charlotte brings years of experience working with top-tier institutional investment consultants to her role at Allegiant. Charlotte’s main focus is on expanding and deepening Allegiant’s presence with the consultant community. Before joining Allegiant, Charlotte was the director of consultant relations for Oppenheimer Capital and acted as the primary liaison between that firm and the investment community. She also brings extensive consulting experience from her work with Banc One Investment Advisors/JPMorgan Asset Management, Stratford Advisory Group, and Mercer Investment Consulting. Charlotte is a CFA charterholder. She has studied Economics and Psychology at Northwestern University.
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| | Kathleen T. Barr Managing Director, Compliance - Industry Experience: 26 years
- B.A., University of Pittsburgh
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| Kathie is Managing Director, Compliance, for Allegiant Asset Management, serving as the Allegiant Funds' Chief Compliance Officer and Chief Administrative Officer. She is responsible for the firm's compliance program including managing the Allegiant Funds' compliance program, and Fund regulatory administration and the relationship management with the Funds' service providers. She also serves on National City Corporation’s Corporate Operational Risk Committee. With more than 25 years of investment experience, Kathie began her career with Mellon Bank in its Capital Markets Group sales division. She has also worked with Society Bank's Capital Markets Group and Fifth Third Bank's Institutional Trust Group prior to joining National City Bank's Investment Management Company in 1996. Kathie received a B.A. from the University of Pittsburgh and holds Series 7, 24, and 53 NASD licenses. |
| | John H. Kozak Managing Director, Institutional Services - Industry Experience: 23 years
- B.A., Northeastern Illinois University, Chicago
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| John is Managing Director of Allegiant Institutional Services. In this capacity, he manages Allegiant’s 401(k), Custody, Securities Lending and Escrow products, as well as the Directors and Administrative teams who provide product development, relationship management and client support for the products and services. Before joining the firm, he was with JPMorgan, formerly Banc One Investment Advisors, where he served in various investment management roles, including client service relationship management, investment management operations, trust, securities lending, custody and both defined contribution and defined benefit retirement plans. John brings over 20 years of industry experience to the firm and holds a B.A. degree in business and management from Northeastern Illinois University, in Chicago.
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| | Christine L. Seebon Managing Director, Marketing - Industry Experience: 22 years
- B. S., Ohio State University
- M. B. A., University of Dayton
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| Christine is responsible for Marketing and Communications. Christine brings over a decade of investment management marketing experience in achieving financial goals through implementing and executing an integrated, strategic marketing framework. Most recently with JP Morgan (Banc One Investment Advisors Corporation), she developed highly successful marketing plans, created and managed budgets, selected and managed vendors, developed brand identity (logo and graphic standards), positioned, created collateral materials, and managed client events and industry conference sponsorships, managed public relations, executed sales and advertising campaigns, developed web sites and coordinated client satisfaction surveys. She also facilitated the development of the strategic plan and assessed and refined processes and procedures that moved the business forward, crafted messages and documents at all levels, which optimized business results and demonstrated success in complex projects, redesign and change initiatives. Christine holds a B.S. degree from Ohio State University and an M.B.A. from the University of Dayton. |
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