WHY ALLEGIANT - Experienced Leadership
Consultant Relations Team
 
Charlotte J. Walsh, CFA
Managing Director, Consultant Relations
Charlotte.Walsh@allegiantgroup.com
312.338.5300
  • Industry Experience: 18 years
  • Studied Economics and Psychology at Northwestern University
 
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.
 
F. Ayesha Bobbitt
Director, Consultant Relations
Ayesha.Bobbitt@allegiantgroup.com
312.384.8263
  • Industry Experience: 25 years
  • B.A., Northwestern University
 
Ayesha is a member of the Consultant Relations team, based in Chicago, Illinois. She has extensive experience in the institutional marketplace, including many years at SEI Corporation providing consultant services. Prior to joining Allegiant, Ayesha held a variety of positions with both global and domestic investment managers, including UBS Global Asset Management and Aberdeen Asset Management, where she managed the organizations’ RFP and RFI responses, as well as consultant database updates associated with all product lines. Ayesha holds a B.A. of Philosophy in Communication degree from Northwestern University.
 
Kerry Anne Murphy, J.D.
Managing Director, Consultant Relations
Kerryanne.Murphy@allegiantgroup.com
917.423.5397
  • Industry Experience: 15 years
  • B.A., Colgate University
  • J.D, Boston University School of Law
 
Kerry Anne Murphy joined Allegiant’s Consultant Relations team as Managing Director in 2007 and is based in New York City. Her diverse background across institutional sales and client service is well-suited for her focus on deepening Allegiant’s presence in the consultant community. Through strategic planning and ongoing communication, she has developed successful, long-term relationships with consultants and plan sponsors resulting in exceptional client retention and satisfaction. She has held consultant relations director positions at both BNY Asset Management and Oppenheimer Capital.  Kerry earned her bachelor’s degree from Colgate University and a J.D. from Boston University School of Law.   

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.

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