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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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| | James E. Mineman Portfolio Manager, Small Cap Core - Industry Experience: 14 years
- B.S.B.A., Southern Illinois University
- M.A., St. Louis University
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| James is a Portfolio Manager on the Allegiant Small Cap Core investment team where he specializes in managing the team’s equity research process. Consistent with the generalist approach, he serves in the capacity of analyst and portfolio manager. He has been with the core team since its founding in 1994. James holds a B.S.B.A. with a specialization in Finance from Southern Illinois University and an M.S. in Finance from St. Louis University.
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| | Lisa A. Teter Senior Analyst, Small Cap Core - Industry Experience: 14 years
- B.S., Southern Illinois University
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| Lisa is a Senior Analyst for Allegiant’s Small Cap Core investment team. She is part of the core team that has been together since 1994. As a Senior Analyst, her responsibilities include security analysis and idea generation within the portfolio management process. Lisa holds a B.S. degree in Finance and Management from Southern Illinois University.
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| | Peter A. Roy, CFA Senior Analyst, Small Cap Core - Industry Experience: 9 years
- B.A., University of Dayton
- M.B.A., Washington University
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| Peter is a Senior Analyst for Allegiant’s Small Cap Core investment team. He provides security analysis and idea generation to the portfolio management process. He joined the team in 2003 and has previously held positions with Allegiant Bancorp, Banc of America Securities, LLC and Nuveen Investments. Peter holds a B.A. in English from the University of Dayton and an M.B.A. from Washington University’s Olin School of Business. |
| | M. Jed Ellerbroek Jr. Analyst, Small Cap Core - Industry Experience: 3 years
- B.S., University of Northern Iowa
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| Jed is an Analyst for Allegiant’s Small Cap Core investment team. He provides security analysis and idea generation to the portfolio management process. He joined the team in 2008 from Wachovia Capital Markets where he was an associate analyst covering leisure and consumer discretionary. Prior to Wachovia, he was an investment analyst at Jeffry Slocum & Associates, an investment consultant. Jed holds a B.S. degree from the University of Northern Iowa with majors in Finance and Economics and passed all three levels of the CFA program making him eligible for the CFA charter upon completion of the required work experience. |
| | Aneet Deshpande, CFA Senior Equity Securities Trader - Industry Experience: 11 years
- B.S.B.A., University of Louisville
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| Aneet is Allegiant’s Senior Equity Trader. He supports Allegiant’s Small Cap Core and Structured Equity investment teams by executing trades, including equities, options, currency and futures. He also sits on various internal committees, such as Soft Dollar, Fair Value and Risk Management. He joined Allegiant from Chicago Equity Partners, LLC where he was a director and equity trader. Aneet holds a B.S.B.A. in finance from the University of Louisville, and is a member of the CFA Institute and the CFA Society of Cleveland.
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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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| | Alex L. Vallecillo, CFA Senior Portfolio Manager, Mid Cap Value & Focused Equity - Industry Experience: 14 years
- B.S., George Mason University
- M.B.A., University of Michigan
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| Alex is a member of the equity management team with responsibility for the Mid Cap Value and Focused Equity styles. He has extensive investment experience, including managing the firm's corporate bond portfolio team in the firm's fixed income group. Prior to joining the firm in 1996, he was a corporate bond and structured fixed income trader with Merrill Lynch. A CFA charterholder, Alex received a B.S. degree from George Mason University and an M.B.A. from the University of Michigan.
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| | Paul W. Hayes, CFA Senior Analyst, Mid Cap Value & Focused Equity - Industry Experience: 9 years
- B.A., Michigan State University
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| Paul is a Senior Analyst on Allegiant's Mid Cap Value and Focused Equity team, conducting research and analysis on value-oriented securities with lead sector responsibility for Staples, Industrials, Banks and REITs. Before joining Allegiant, he was a co-portfolio manager for the Michigan Department of Treasury, managing $2.5 billion in large cap value equities. He also served as a high-net-worth managed account analyst and portfolio manager for CUNA Mutual Group. Previously, he was a credit analyst and a fixed income analyst for the National City Investment Management Company. Paul holds a B.A. degree in Finance from Michigan State University. |
| | Rebecca L. Berridge Equity Securities Trader - Industry Experience: 11 years
- B.S., Kent State University
- M.B.A., Cleveland State University
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| Becky is an Equity Trader responsible for supporting Allegiant’s Mid Cap Value & Focused Equity and Large Cap Core & Growth teams. Before becoming an equity trader, she was a member of Allegiant’s money market team, trading for all of Allegiant’s funds. Previously, she was an account manager with Gratry and Company where she traded, reported performance and handled administration for a group of investment clients. Becky holds a B.S. from Kent State University, an M.B.A. from Cleveland State University, and is a member of the Cleveland Security Traders Association.
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| | Martin C. Schulz, J.D. Managing Director, International Equity - Industry Experience: 14 years
- B.A., Cornell
- M.B.A., George Washington University
- J.D., George Washington University
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| Martin is a member of the equity management team with responsibility for the international equity investment style. Martin has previous investment experience, including positions in equity research and portfolio management. Prior to joining the Allegiant Asset Management Company, he was a portfolio manager with National City Corporation. Martin received a B.A. in international relations from Cornell University, Magna cum Laude, and an M.B.A. in international business and a J.D. from George Washington University. Martin speaks fluent German and French.
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| | Calvin Y. Zhang Senior Analyst, International Equity - Industry Experience: 4 years
- B.A., South China University of Technology
- M.B.A., University of Rochester
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| Calvin is a Senior Analyst/Portfolio Manager on Allegiant’s International Equity Team. His responsibilities include research and analysis on non-U.S., growth-oriented securities. He has extensive knowledge of both the Asian and information technology markets and has experience in nonprofit and institutional portfolio management. Before joining Allegiant, he was an analyst and portfolio manager with Driehaus Capital Management where he covered China, Taiwan and Korea and helped manage their International Select Portfolio Fund. Previously, he served as an advisory client representative for IBM and as a diplomat in the Foreign Affairs Office of Guangdong, China. While in graduate school, he was an analyst with the University of Rochester’s endowment fund. Calvin holds a B.A. degree in English and Computer Science from the South China University of Technology and an M.B.A. from the University of Rochester.
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| | Scott Camp Equity Securities Trader - Industry Experience: 6 years
- B.A., Brown University
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| Scott is an Equity Trader who supports Allegiant’s Large Cap Value and International Equity investment teams. Before joining Allegiant, he was a NASDAQ market maker/trader with KeyBanc Capital Markets. Previously, he was a proprietary floor trader at the Chicago Board of Trade, trading treasury futures. Scott holds a B.A. from Brown University.
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| | Christopher H. Wiles, CFA Managing Director, Large Core/Growth - Industry Experience: 23 years
- B.A., Youngstown State University
- M.B.A., Cleveland State University
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| Chris is managing director for large cap core and large cap growth equity management. Most recently he was senior portfolio manager at Strong Capital Management, Inc. Chris founded Rockhaven Asset Management in 1997, which was later acquired by Strong in 2002. He has more than 20 years of investment experience, including positions at Rockhaven, Federated Investors and Mellon Financial Corporation. Chris was named top Equity Income Manager by Barron’s in 1996. A CFA charterholder, he earned a B.A. from Youngstown State University and an M.B.A. from Cleveland State University.
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| | Lawrence E. Eakin Jr. Senior Portfolio Manager, Large Core/Growth - Industry Experience: 14 years
- B.A., Clarion University
- M.B.A., Duquesne University
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| Larry is a Senior Portfolio Manager for the large cap core and large cap growth equity team. He was formerly co-portfolio manager at Strong Capital Management, Inc. and specializes in technology and finance. He has held research positions at Strong, Rockhaven Asset Management, and Federated Investors, Inc., with most recent responsibilities for the health care, technology and telecom sectors. Larry earned a B.A. degree from Clarion University of Pennsylvania and an M.B.A. from Duquesne University.
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| | Michael J. Halloran, CFA Senior Analyst, Large Core/Growth - Industry Experience: 8 years
- B.S.M.E., University of Pittsburgh
- M.S.M.E., University of Florida
- M.B.A., Carnegie Mellon University
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| Michael serves as a large cap core and growth senior analyst. Formerly an equity analyst for the team at Strong Capital Management, Inc., he has an additional background in engineering and finance. Prior to his tenure at Strong, Michael worked for Rockhaven Asset Management, PNC Financial Services, Inc., and United Technologies. He has research experience with the consumer discretionary, staples, energy and utilities sectors. A CFA charterholder, Michael earned a B.S.M.E. from the University of Pittsburgh, an M.S.M.E. from the University of Florida and an MBA from Carnegie Mellon University.
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| | Joseph D. Famoso Senior Analyst, Large Core/Growth - Industry Experience: 15 years
- B.S., University of Pittsburgh
- M.B.A., University of Connecticut
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| Joe is a member of the large cap core and large cap growth equity team, responsible for the finance, industrial, and basic materials sectors. In 2004, Joe joined Allegiant's large cap core and growth equity team, reuniting with leaders Chris Wiles and Larry Eakin, with whom he had previously worked from November 2000 through February 2004. Most recently, he served as an analyst with Mellon Equity Associates. Joe received a B.S. from the University of Pittsburgh and an M.B.A. from the University of Connecticut.
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| | Rebecca L. Berridge Equity Securities Trader - Industry Experience: 11 years
- B.S., Kent State University
- M.B.A., Cleveland State University
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| Becky is an Equity Trader responsible for supporting Allegiant’s Mid Cap Value & Focused Equity and Large Cap Core & Growth teams. Before becoming an equity trader, she was a member of Allegiant’s money market team, trading for all of Allegiant’s funds. Previously, she was an account manager with Gratry and Company where she traded, reported performance and handled administration for a group of investment clients. Becky holds a B.S. from Kent State University, an M.B.A. from Cleveland State University, and is a member of the Cleveland Security Traders Association.
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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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| | Paul Kleinaitis, CFA Senior Portfolio Manager, Structured Equity - Industry Experience: 21 years
- B.S., Northwestern University
- M.S., Northwestern University
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| Paul is a Senior Portfolio Manager for the Structured Equity team. He formerly served as team leader for small cap strategies and Portfolio Manager at Harris Investment Management for a small-cap opportunity fund, a small-cap aggressive growth fund, a small-cap value fund and separate accounts managed in these same styles. He has over 20 years of portfolio management and investment research experience. Paul received his B.S. in Mechanical Engineering from Northwestern University, a Master of Finance from the J.J. Kellogg Graduate School of Management at Northwestern and is a CFA charterholder. |
| | Robin C. Roquitte, CFA Senior Portfolio Manager, Structured Equity - Industry Experience: 21 years
- B.S., University of Denver
- M.B.A., University of Chicago
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| Rob serves as a Senior Portfolio Manager for the firm's Structured Equity team. He formerly served as Portfolio Manager at Harris Investment Management for a small-cap opportunity fund, a small-cap value fund, a small-cap aggressive growth fund and separate accounts managed in these same styles. He has more than 20 years of investment management experience. A CFA charterholder, Rob received his B.S. in Finance and Marketing from the University of Denver and his M.B.A. in Finance and Economics from the University of Chicago. |
| | Steven P. Greiner, Ph.D. Senior Quantitative Strategist, Structured Equity - Industry Experience: 14 years
- B.S., University of Buffalo
- M.S., University of Rochester
- Ph.D., University of Rochester
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| Steve is a Senior Quantitative Strategist for the firm. He is a key member of Allegiant's Structured Equity team, leading several strategies and being an integral contributor to others. In addition, Steven leverages his expertise to test quantitative processes employed by Allegiant's other investment teams. Joining Allegiant Asset Management Company in 2005, he previously served as Senior Quantitative Strategist at Harris Investment Management and has 19 years of quantitative and modeling experience. Steven received his B.S. in Mathematics and Theoretical Chemistry from the University of Buffalo and his M.S. and Ph.D. in Chemical Physics from the University of Rochester. |
| | Michael W. Rawson, CFA Analyst, Structured Equity - Industry Experience: 4 years
- B.S., University of Illinois
- M.S., University of Wisconsin, Madison
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| Mike is a Quantitative Equity Analyst with the firm's Structured Equity team, directly responsible for the fundamental review of model inputs and recommendations, as well as the support and refinement of multi-factor security selection models. Formerly an equity analyst with Harris Investment Management Inc., he joined Allegiant Asset Management Company in 2005. Mike is a CFA charterholder and received a B.S. from the University of Illinois and an M.B.A. from the University of Wisconsin.
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| | Julie Liu Analyst, Structured Equity - Industry Experience: 7 years
- B.S., University of California, Berkeley
- M.B.A., University of Chicago
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| Julie is an Analyst on the Structured Equity team in Chicago. She also manages the Allegiant’s Small Cap 130/30 strategy as a portfolio manager. Prior to joining Allegiant, Julie was an investments associate for a fund of funds and hedge fund shop in Newport Beach, California. There, her work included developing a value-based quantitative hedge fund strategy using quantitative multifactor models and participating in the initiation of a fund of hedge funds while utilizing risk management techniques. Julie holds a B.S. in Economics from the University of California at Berkeley and an M.B.A. from the University of Chicago |
| | Rita A. Ontko, CFA Analyst, Structured Equity - Industry Experience: 15 years
- B.S.B.A, University of Akron
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| Rita is an Analyst on the Structured Equity team with responsibility for the firm’s equity index styles. In addition, she also provides performance attribution and fundamental characteristics for all the firm’s equity styles. Before joining the Structured Equity team, she served on Allegiant’s RFP team and performance measurement unit. Previously, she held positions in account administration and mutual fund operations with the predecessor firm. Rita holds a B.S.B.A. from the University of Akron.
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| | Chen Chen, Ph.D. Senior Analyst, Structured Equity - Industry Experience: 3 years
- B.S., Nanjing University
- M.S., Fudan University
- Ph.D., University of Illinois, Chicago
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| Chen is a Senior Analyst on the Structured Equity team in Chicago. Prior to joining Allegiant, Chen was a Research Assistant with the Department of Information and Decision Sciences of the University of Illinois at Chicago. At Chicago, her work included microstructure market model estimation utilizing Sequential Monte Carlo method and index portfolio construction with statistically smoothed capitalization weights. Chen holds a B.S. in Mathematics from Nanjing University, an M.S. in Econometrics from Fudan University, and a Ph.D. in Business Statistics from the University of Illinois in Chicago.
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| | Jonathan J. Toerber Jr. Quantitative Systems Analyst - Industry Experience: 24 years
- B.S., Northeastern Illinois University
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| Jonathan is a Quantitative Systems Analyst and part of the Structured Equity team in Chicago. Prior to joining Allegiant, Jonathan was a Senior Systems Consultant with Harris Bank and Harris Investment Management, Inc. For more than 20 years, Jonathan has developed custom software solutions for Equity, Fixed Income, Foreign Exchange and Foreign Exchange Options trading desks, as well as software for middle and back office functions. At Harris Investment Management, he was also responsible for developing software applications and day-to-day support of all research and investment systems. Jonathan has a B.S. in Computer Science from Northeastern Illinois University.
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| | Aneet Deshpande, CFA Senior Equity Securities Trader - Industry Experience: 11 years
- B.S.B.A., University of Louisville
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| Aneet is Allegiant’s Senior Equity Trader. He supports Allegiant’s Small Cap Core and Structured Equity investment teams by executing trades, including equities, options, currency and futures. He also sits on various internal committees, such as Soft Dollar, Fair Value and Risk Management. He joined Allegiant from Chicago Equity Partners, LLC where he was a director and equity trader. Aneet holds a B.S.B.A. in finance from the University of Louisville, and is a member of the CFA Institute and the CFA Society of Cleveland.
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| | D. Andrew Shipman, CFA Portfolio Manager, Large Cap Value - Industry Experience: 15 years
- B.A., Rhodes College
- M.B.A., University of Memphis
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| Andrew joined the firm in 2005 as a portfolio manager on the Large Cap Value team. Previously, he held the position of Associate Partner/Portfolio Manager for Invesco’s Large Cap Core institutional product which totaled over $10 billion in assets. While at Invesco, Andrew served as a generalist, but focused primarily on value oriented securities. He has also held roles as an Equity Research Analyst with Credit Suisse First Boston and as a Vice President and Senior Equity Research Analyst at Morgan Keegan & Company. Andrew holds a B.A. from Rhodes College, an M.B.A. from the University of Memphis and the Chartered Financial Analyst designation.
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| | Edward A. Johnson, CFA Portfolio Manager, Large Cap Value - Industry Experience: 11 years
- B.A., Miami University
- M.B.A., Case Western Reserve University
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| Ed is a portfolio manager and member of the firm's Large Cap Value team. He was formerly a founding member of Volaris Advisors, a derivatives advisory firm in New York, specializing in risk and volatility management that was acquired by Credit Suisse First Boston. Prior to Volaris, Ed worked for UBS AG in San Francisco, as well as Ernst & Young LLP and SAFECO Mutual Funds in Seattle. He has both investment and analytic experience. A CFA charterholder, Ed received a B.A. from Miami University and an M.B.A. from Case Western Reserve University.
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| | Jeffrey L. Hertel Analyst, Large Cap Value - Industry Experience: 5 years
- B.B.A., Kent State University
- M.B.A., Cleveland State University
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| Jeff is an Analyst with the Large Cap Value equity team. His responsibilities include general research, portfolio rebalancing, trade execution and cash management, as well as ensuring that all separately managed accounts are in compliance with investment restrictions. Before joining the equity team, Jeff worked in Allegiant's client service division, where he spent five years as an analyst performing attribution and investment analytics, and interfacing with clients and consultants. Jeff holds a B.B.A. in finance from Kent State University and an M.B.A. from Cleveland State University.
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| | Scott Camp Equity Securities Trader - Industry Experience: 6 years
- B.A., Brown University
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| Scott is an Equity Trader who supports Allegiant’s Large Cap Value and International Equity investment teams. Before joining Allegiant, he was a NASDAQ market maker/trader with KeyBanc Capital Markets. Previously, he was a proprietary floor trader at the Chicago Board of Trade, trading treasury futures. Scott holds a B.A. from Brown University.
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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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| | Cynthia D. Cole Senior Portfolio Manager, Fixed Income - Industry Experience: 24 years
- B.S., Tri-State University
- M.B.A., Xavier University
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| Cindy is a senior member of the fixed income team with responsibility for custom strategies and tax-exempt investments. She has over 20 years of investment experience, including positions in insurance company portfolio management, research, and portfolio strategy. Prior to joining Allegiant, she was the corporate bond portfolio manager for Ohio Casualty Group. Cindy joined the firm in 1999. Cindy received a B.S. from Tri-State University and an M.B.A. from Xavier University.
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| | Timothy D. Compan Jr., CFA Portfolio Manager, Corporate Bonds - Industry Experience: 9 years
- B.S., Case Western Reserve University
- M.B.A., University of Chicago
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| Tim heads all credit related investments for Allegiant's fixed income team. His responsibilities include integrating investment-grade and high yield resources and implementing all credit portfolio strategies. He was an investment-grade bond trader for Goldman Sachs Asset Management prior to joining Allegiant in 2003. A CFA charterholder, Tim possesses a BS from Case Western Reserve University and an MBA from the University of Chicago.
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| | Kenneth F. Karwowski, CFA Portfolio Manager, High Yield - Industry Experience: 22 years
- B.S., Indiana University
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| Ken brings over 20 years of investment industry experience to Allegiant’s Fixed Income team as a high-yield sector specialist and portfolio manager. Seventeen years of that experience have been focused on high-yield investing. Before joining Allegiant, Ken served as a senior credit analyst covering several industries in both high-yield and investment-grade areas for Henderson Global Investors in Chicago. Prior to Henderson, he worked at Scudder Kemper Investments/Deutsche Bank in Chicago, where he participated in several high-profile, high-yield transactions. Ken is a CFA charterholder and a member of the Investment Analysts Society of Chicago. Ken earned his B.S. degree in finance from Indiana University. |
| | Joseph D. Robison Director, Credit Research - Industry Experience: 20 years
- B.S., Hillsdale College
- M.B.A., University of Notre Dame
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| Joe is the firm’s Director, Credit Research, supporting all credit analysis efforts. Joe has many years of credit experience, having held positions in credit analysis, structured finance, and strategic analysis. Prior to joining Allegiant, he was Senior Vice President in National City’s Structured Finance Group. Joe joined the firm in 2000. Joe received a B.S. degree from Hillsdale College and an M.B.A. from the University of Notre Dame.
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| | Richard P. Mears Analyst, Credit - Industry Experience: 11 years
- B.S., Miami University
- M.B.A., Case Western Reserve University
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| Rich is a member of the fixed income team with responsibility for fixed income security credit analysis. He joined Allegiant in 2004, after spending five years as a financial analyst with National City Corporation’s Institutional Asset Management division and over two years with Retirement Plan Services. Rich holds a B.S. from Miami University and an M.B.A. from Case Western Reserve University.
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| | Mark A. Lozina, CFA Portfolio Manager, Short Duration - Industry Experience: 13 years
- B.S., State University of New York at Geneseo
- M.B.A., University of Rochester
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| Mark's responsibility is to oversee all AAA-rated structured product investments such as mortgage-backed and asset-backed securities and to oversee all actively managed short duration portfolios. Prior to joining Allegiant in 2002, he was with National City Corporation's Equity Sponsor Group, involved with senior debt lending for equity buy-outs. A CFA charterholder, Mark received a B.S. from the State University of New York at Geneseo and an M.B.A. from the University of Rochester.
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| | Joseph S. Madrid, CFA Senior Analyst, Money Market - Industry Experience: 5 years
- B.A., Baldwin-Wallace College
- M.B.A., University of New Mexico
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| Joe is a member of the fixed income team with responsibility for money market fixed income investments. He has 13 years of financial services experience, prior to moving into investments. Before joining Allegiant in 2005, he was an investment officer with the firm's parent company with responsibility for portfolio management and client service. A CFA charterholder, Joe received a B.A. from Baldwin-Wallace College and an M.B.A. from the University of New Mexico.
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| | Richard J. Stevenson Portfolio Manager, Money Market - Industry Experience: 13 years
- B.A., Baldwin-Wallace College
- M.B.A., Baldwin-Wallace College
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| Rick is a member of the fixed income team with responsibility for money market investments. He was previously with Productive Portfolios, Inc. where he focused on short duration/liquidity portfolio management for Ohio public sector clients. Additionally, he has two years experience as a corporate lending representative with Fifth Third Bank in Cleveland. Rick joined the firm in 2002 and holds both a B.A. and an M.B.A. from Baldwin-Wallace College.
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| | Brian L. Stine, CFA Portfolio Manager, Fixed Income - Industry Experience: 28 years
- B.A., Brigham Young University
- M.A., California State University at Fullerton
- M.B.A., Brigham Young University
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| Brian is a Portfolio Manager as well as a member of the Asset Allocation Committee. Brian has more than 25 years of fixed income experience and has previously served as the firm's Director of Fixed Income Product Management. Before joining Allegiant in 2004, he was a senior portfolio manager with Smith Graham & Company. A CFA charterholder, Brian has a B.A. in mathematics and an M.B.A. from Brigham Young University, as well as an M.A. in applied mathematics from California State University at Fullerton.
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| | Chitrang K. Purani, CFA Analyst, Risk Management - Industry Experience: 3 years
- B.S., Northern Illinois University
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| Chit joined Allegiant 2005 as a member of the fixed income team and is responsible for risk management analysis. Previously, he spent two years as a financial analyst for National City Corporation’s Corporate Banking group. Before joining National City, he was employed by Cap Gemini Ernst & Young for four years as a strategic financial services consultant. Chit, a CFA charterholder, received a B.S. in Finance from Northern Illinois University and is currently attending the University of Chicago's Graduate School of Business. |
| | Lijun Shi, Ph.D. Analyst, Risk Management - Industry Experience: 3 years
- B.S., Nankai University
- M.S., Institute of Modern Physics
- Ph.D., Michigan State University
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| Lijun joined the firm in 2005 as a Risk Management Analyst. Lijun’s doctorate and post doctorate work, which utilized Monte Carlo simulation skills and Model building skills, augment his current responsibilities for risk modeling and simulation, in support of portfolio risk management. Prior to Allegiant, he spent two years in post doctoral work in theoretical physics at McGill University, Montreal, Canada. Lijun holds a B.S. degree from Nankai University, Tianjin, China, an M.S. degree in physics from the Institute of Modern Physics, Lanzhou, China, and a Ph.D. in physics from Michigan State University.
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| | Keith L. Erwin Portfolio Manager, Municipal - Industry Experience: 12 years
- B.A., Alma College
- M.A., Western Michigan University
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| Keith is a member of the fixed income team with responsibility for tax-exempt investments. He has previously held positions in commercial credit and fixed income research. Prior to joining Allegiant, he was a credit analyst with First of America Bank. Keith received a B.A. from Alma College and an M.A. from Western Michigan University.
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| | Patrick J. Azouri, CFA Portfolio Manager, Tax-exempt - Industry Experience: 9 years
- B.S., University of Pittsburgh
- M.B.A., Carnegie Mellon University
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| Pat joined the firm's Fixed Income Team in 2005 and is responsible for tax-exempt money market investments. He was most recently with the firm’s parent company, National City Corporation, which he joined in 2002, first as a retail bank deposits analyst, then as a corporate finance department analyst. Before joining National City, he spent three years in institutional client services at Federated Investors. Pat holds a B.S. from the University of Pittsburgh and an M.B.A. from Carnegie Mellon University and is a CFA charterholder.
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| | Melvin P. Fernandes Analyst, Custom Strategies - Industry Experience: 10 years
- B.S., Cleveland State University
- M.B.A., John Carroll University
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| Mel is a member of the fixed income team with responsibility for custom fixed income strategies. Mel has previous investment experience including positions in fixed income security analysis. Prior to joining Allegiant, he was a derivatives securities analyst with National City Corporation. Mel joined the firm in 2001. Mel received a B.S. from Cleveland State University and an M.B.A. from John Carroll University.
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| | Keith D. Weigel, CFA Managing Director, Product Management - Industry Experience: 22 years
- B.A., State University of New York, Buffalo
- M.B.A., State University of New York, Buffalo
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| Keith leads the product management team and chairs the Asset Allocation Committee. He works closely with portfolio managers, distribution, marketing and compliance to align priorities, derive competitive positioning and develop and refine Allegiant’s investment products. His extensive experience with a wide range of client segments facilitates the development of pertinent style and product customization. Before assuming the product management position, he was Allegiant’s regional director of client service for the state of Michigan. Prior to joining Allegiant, he was a relationship and portfolio manager with JP Morgan Asset Management, responsible for clients and portfolios across a variety of segments. Keith holds a B.A. in Economics and an M.B.A. with a concentration in Finance from the State University of New York at Buffalo.
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| | Steven M. Eitel Regional Director, Client Service - Industry Experience: 13 years
- B.S., Illinois State University
- M.S., Northern Illinois University
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| Steve is a Regional Director for Client Service, leading a team of client service professionals in Illinois and Missouri. These client service relationship managers are 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 B.S.degree from Illinois State University and a M.S. in Finance from Northern Illinois University. |
| | Holly R. Harrison Director, Investment Communications - Industry Experience: 11 years
- B.A., Johns Hopkins University
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| As Director of Investment Communications, Holly manages investment content and thought leadership across all Allegiant equity and fixed income products. She is the main liaison between the portfolio management teams and both internal and external channels. Holly is also a member of Allegiant’s Asset Management Committee. Prior to joining Allegiant, she served as Product Specialist for Large Core and Large Growth at Strong Capital Management, Inc., as well as with the team at Rockhaven Asset Management. She began her career with Legg Mason Capital Management. Holly earned a B.A. in International Relations and Economics from Johns Hopkins University. |
| | 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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| | Martin C. Schulz, J.D. Managing Director, International Equity - Industry Experience: 14 years
- B.A., Cornell
- M.B.A., George Washington University
- J.D., George Washington University
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| Martin is a member of the equity management team with responsibility for the international equity investment style. Martin has previous investment experience, including positions in equity research and portfolio management. Prior to joining the Allegiant Asset Management Company, he was a portfolio manager with National City Corporation. Martin received a B.A. in international relations from Cornell University, Magna cum Laude, and an M.B.A. in international business and a J.D. from George Washington University. Martin speaks fluent German and French.
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| | Brian L. Stine, CFA Portfolio Manager, Fixed Income - Industry Experience: 28 years
- B.A., Brigham Young University
- M.A., California State University at Fullerton
- M.B.A., Brigham Young University
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| Brian is a Portfolio Manager as well as a member of the Asset Allocation Committee. Brian has more than 25 years of fixed income experience and has previously served as the firm's Director of Fixed Income Product Management. Before joining Allegiant in 2004, he was a senior portfolio manager with Smith Graham & Company. A CFA charterholder, Brian has a B.A. in mathematics and an M.B.A. from Brigham Young University, as well as an M.A. in applied mathematics from California State University at Fullerton.
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