Senior Vic Chen Chen This is Me

Education

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1. 1. Why Allegiant/Experienced Leadership INVESTMENT MANAGEMENT TEAMS  â€“   

   www.allegiantassetmanagement.c - [Cached]

   Published on: 6/30/2008   Last Visited: 6/30/2008

   Martin received a BA in international relations from Cornell University, Magna cum Laude, and an MBA in international business and a J.D. from George Washington University.
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   Christopher founded Rockhaven Asset Management in 1997, which was later acquired by Strong in 2002.
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   Wiles was named top Equity Income Manager by Barron's in 1996.
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   Prior to his tenure at Strong, Michael worked for Rockhaven Asset Management, PNC Financial Services, Inc., and United Technologies.
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   CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.
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   CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.
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   CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.
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   Gordon has 23 years of experience, and holds a BSBA and an MBA with specialization in Finance from Southern Illinois University.
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   Consistent with the generalist approach, he serves in the capacity of analyst and portfolio manager.He has 14 years of industry experience and has been with the core team since its founding in 1993.James holds a BSBA with specialization in Finance from Southern Illinois University and a Masters of Finance degree from St. Louis University.
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   Lisa holds a BS degree in Finance and Management from Southern Illinois University.
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   CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.
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   Hitesh received his BS in Pharmacy from University of Gujarat, MS in Pharmaceutical Chemistry from Bombay University and his PhD in Medicinal Chemistry from University of Illinois at Chicago.
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   Paul received his BS in Mechanical Engineering from Northwestern University, his Master of Finance from the J.J. Kellogg Graduate School of Management at Northwestern and is a CFA charterholder.
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   A CFA charterholder, Rob received his BS in Finance and Marketing from the University of Denver and his MBA in Finance and Economics from the University of Chicago.
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   Steven received his BS in Mathematics and Theoretical Chemistry from the University of Buffalo, MS and PhD in Chemical Physics from the University of Rochester.
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   Prior to joining Allegiant, Julie was an Investments Associate for a fund of funds and direct equity shop in Newport Beach, California.
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   Julie holds a BS in Economics from the University of California at Berkeley and an MBA from the University of Chicago.
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   Chen Chen, Ph.D. Senior Analyst, Structured Equity Chen is a Senior Analyst, reporting to Hitesh Patel of the Structured Equity team in Chicago.
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   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 BS in Mathematics from Nanjing University, an MS in Econometrics from Fudan University, and a Ph.D. in Business Statistics from the University of Illinois in Chicago.
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   Prior to joining Allegiant, Jonathan was a Senior Systems Consultant with Harris Bank and Harris Investment Management, Inc.
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   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.
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   Jonathan has a BS in Computer Science from Northeastern Illinois University.
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   CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.
   
   Fixed Income
   
   Andrew D. Harding Chief Investment Officer, Fixed Income Andy is Allegiant's Chief Investment Officer for Fixed Income Investment as well as a member of the firm's Asset Allocation Committee.
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   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.
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   Prior to joining Allegiant, he was Senior Vice President of McDonald Investments Mortgage Back Securities Trading.Andy holds a BSE in Engineering from Princeton University and an MBA from Baldwin-Wallace College.
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   Timothy D. Compan, Jr., CFA Portfolio Manager, Corporate Bonds Tim heads all credit related investments for Allegiant's fixed income team.
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   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.
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   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.

2. 2. www.allegiantgroup.com

   www.allegiantgroup.com/Strateg - [Cached]

   Published on: 4/26/2008   Last Visited: 4/26/2008

   Chen Chen, PhD Quantitative Analyst
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   CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute.
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   With $30.7 billion in assets under management (3.31.08), Allegiant is an SEC-registered investment advisor, 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.

3. 3. Allegiant Funds - Biographies

   www.allegiantfunds.com/AboutUs - [Cached]

   Published on: 4/9/2008   Last Visited: 4/9/2008

   Chen Chen, PhD >>
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   Chen Chen, PhDEquity Securities Analyst, StructuredChen is a Securities Analyst, reporting to Hitesh Patel of the Structured Equity Group in Chicago.
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   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 BS in Mathematics from Nanjing University, an MS in Econometrics from Fudan University, and a Ph.D in Business Statistics from the University of Illinois in Chicago.
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   Steven received his BS in Mathematics and Theoretical Chemistry from the University of Buffalo, MS and PhD in Chemical Physics from the University of Rochester.
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   Paul received his BS in Mechanical Engineering from Northwestern University, his Master of Finance from the J.J. Kellogg Graduate School of Management at Northwestern and is a CFA charterholder.
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   Prior to joining Allegiant, Julie was an Investments Associate for a fund of funds and direct equity shop inNewport Beach, California.
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   Julie holds a BS in Economics from the University of California at Berkeley and an MBA from the University of Chicago.
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   Hitesh received his BS in Pharmacy from University of Gujarat, MS in Pharmaceutical Chemistry from Bombay University and his PhD in Medicinal Chemistry from University of Illinois at Chicago.
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   A CFA charterholder, Rob received his BS in Finance and Marketing from the University of Denver and his MBA in Finance and Economics from the University of Chicago.
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   Prior to joining Allegiant, Jonathan was a Senior Systems Consultant with HarrisBank and Harris Investment Management, Inc.
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   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.
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   Jonathan has a BS in Computer Science from Northeastern Illinois University.
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   Before joining National City, he spent three years in institutional client services at Federated Investors.
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   Before Goldman Sachs, Tim served as a senior consultant with Ernst and Young and an asset allocation project manager with American Express Financial Advisors.
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   Andy joined the firm in 2000 and is Chief Investment Officer, Fixed Income Investment, of Allegiant Asset Management Company.
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   Prior to joining Allegiant, he was Senior Vice President of McDonald Investments Mortgage Back Securities Trading.Andy holds a BSE in Engineering from Princeton University and an MBA from Baldwin-Wallace College.
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   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.
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   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.