Strategies/Equity Strategies
STRUCTURED SMALL CAP CORE - Team
Our team applies substantial experience and expertise to managing structured equity portfolios.
  • Structured to ensure maximum interaction, meeting constantly each day
  • Cross-functional collaboration
  • Credentialed team of nine, holding seven master’s degrees, three PhDs and three CFAs®
Hitesh C. Patel, Ph.D.
Managing Director, Structured Equity
Industry Experience: 15 years
 
Paul Kleinaitis, CFA
Senior Portfolio Manager, Structured Equity
Industry Experience: 21 years
 
Robin C. Roquitte, CFA
Senior Portfolio Manager, Structured Equity
Industry Experience: 21 years
 
Steven P. Greiner, Ph.D.
Senior Quantitative Strategist, Structured Equity
Industry Experience: 14 years
 
Michael W. Rawson, CFA
Analyst, Structured Equity
Industry Experience: 4 years
 
Julie Liu
Analyst, Structured Equity
Industry Experience: 7 years
 
Rita A. Ontko, CFA
Analyst, Structured Equity
Industry Experience: 15 years
 
Chen Chen, Ph.D.
Senior Analyst, Structured Equity
Industry Experience: 3 years
 
Jonathan J. Toerber Jr.
Quantitative Systems Analyst
Industry Experience: 24 years
 
Aneet Deshpande, CFA
Senior Equity Securities Trader
Industry Experience: 11 years
 
CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute. 
Printable Versions
SSCC Overview

Allegiant Asset Management Company ("Allegiant"), Allegiant Institutional Services and Allegiant Funds comprise Allegiant Asset Management Group. With $28.7 billion in assets under management (9.30.08), Allegiant is an SEC-registered investment adviser, offering an array of investment strategies. Allegiant is a subsidiary of The PNC Financial Services Group, Inc.

Allegiant serves as investment advisor to Allegiant Funds, a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios, for which it receives an investment advisory fee. Allegiant Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with Allegiant and is not a bank.

NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

Allegiant Asset Management Group also provides 401(k), custody, trustee, securities lending and escrow services, including escrow products for the travel industry through Allegiant Institutional Services. Allegiant Institutional Services is a business unit of National City Bank (NCB), which is a Member FDIC®.  NCB and Allegiant are subsidiaries of The PNC Financial Services Group, Inc.

  Powered by a SySys® data & content management system.Click here to learn more about how SySys can automate data and provide content management solutions on your website.