Strategies/Equity Strategies
STRUCTURED SMALL CAP VALUE/FOCUSED - 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®

  PORTFOLIO MANAGEMENT
  Hitesh Patel, PhD  
  Managing Director
  22 years experience 		    Paul Kleinaitis, CFA 
  Senior Portfolio
  Manager 
  21 years experience 		  Rob Roquitte, CFA 
  Senior Portfolio
  Manager 
  22 years experience
  • PhD Medicinal Chemistry, University of Illinois at Chicago
  • MS Pharmaceutical Chemistry, Bombay University
 
  • Master of Finance, J.J. Kellogg Graduate School of Management at Northwestern University
  • MBA Finance and Economics, University of Chicago

  QUANTITATIVE & EQUITY RESEARCH
  Steve Greiner, PhD  
  Senior Quantitative
  Strategist
  19 years experience 		    Chen Chen, PhD 
  Senior Analyst 
  3 years experience  		  Jonathan Toerber
  Quantitative Systems
  Analyst
  24 years experience
  • PhD & MS,  Chemical Physics, University of Rochester
 
  • PhD, Business Statistics, University of Illinois at Chicago
  • MS, Econometrics, Fudan University 
  • BS, Computer Science, Northeastern Illinois University 
  Michael Rawson, CFA 
  Analyst 
  10 years experience 		  Julie Liu 
  Analyst 
  7 years experience 		  Rita Ontko, CFA 
  Analyst
  15 years experience
  • MBA, University of Wisconsin
  • MBA, University of Chicago Graduate School of Business
  • BSBA, University of Akron
CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute. 

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SSCFV 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 National City Corporation® (NCC).

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, member FDIC®.

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