CALAMOS INVESTMENTS - Key Persons
Job Titles:
- Vice President, Head of Sustainable Equity Research and Associate Portfolio Manager
Beth Williamson joined Calamos Investments in 2021 and contributes 20 years of ESG investment experience. Prior to joining Calamos, Beth worked at Trillium Asset Management, rising to the position of Director of ESG with responsibilities for developing and implementing ESG research methodologies, overseeing corporate engagement efforts and the firm's ESG materiality framework. Previously, she was a Sustainability Analyst for Portfolio 21 Investments. She began her career as a Shareholder Advocate at Green Century Capital Management. Beth earned a BS degree in Environmental Science from the University of Vermont and an MS degree in Sustainable International Development from Brandeis University.
Job Titles:
- Senior Portfolio Manager
- Senior Vice President
Senior Portfolio Manager Brandon M. Nelson is responsible for the portfolio management of our small-and smid-cap growth strategies. He draws upon more than 25 years of experience in small-and smid-cap growth equity investing, utilizing the same philosophy and process employed by Calamos Timpani Small Cap Growth Fund today. He is also a member of the Calamos Investment Committee, which is charged with providinga top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Brandon joined Calamos Investments following its 2019 acquisition of Timpani Capital Management, the company he co-founded in 2008, where he served as Chief Investment Officer and Portfolio Manager of the Timpani strategies since inception. Previously, he was a Managing Director and Senior Portfolio Manager at Wells Capital Management since 2005. Prior to that, Brandon was with Strong Capital Management, Inc. as a Research Analyst from 1996 to 2000 and as a Portfolio Manager from 2000 to 2005. He received his master's degree in Finance from theUniversity of Wisconsin-Madison and was selected to participate in the prestigious Applied Security Analysis Program. He also received his BBA in Finance from the University of Wisconsin-Madison.
Job Titles:
- Vice President, Investment Consultant - International
Job Titles:
- Senior Vice President, Co - Portfolio Manager
Charles Carmody is responsible for portfolio management and investment research, and he also serves as a senior fixed income trader. He joined Calamos in 2004 and has more than 20 years of experience. Prior to joining Calamos, he served as vice president of fixed income trading at Arbor Research and Trading and worked at Van Kampen Investments. Charles holds a BS in Finance from St. Joseph's College.
Job Titles:
- Vice President, Co - Portfolio Manager
Christian Brobst is responsible for portfolio management and investment research. His areas of specialization include investment analysis within the securitized products sector. Additionally, Christian communicates the fixed income team's investment strategy, performance, and outlook with external clients and prospects. Christian joined the firm in 2017 and contributes more than 20 years of industry experience. Prior to joining Calamos, he worked at Wells Fargo as a fixed income portfolio manager and at Mercer Investment Consulting as a manager research consultant for fixed income. Previously, he also held roles at William Blair and Lehman Brothers Asset Management. Christian earned a BS in Finance from the University of Illinois Urbana-Champaign and an MBA from Cornell University.
Job Titles:
- Chief Operating Officer
- Executive Vice President
- Member of the Executive Officers Team
Dan Dufresne leads trading, IT, operations, marketing, and product strategy. Dan joined Calamos Investments in 2021 with 25 years of finance industry experience.
Prior to joining Calamos, Dan spent 21 years at Citadel where he served in several key roles, including Global Treasurer, Global Head of Operations, and Global Head of Counterparty Strategy. He was Chief Executive Officer of multiple Citadel broker-dealer entities and a member of the governing portfolio committees of both Citadel and Citadel Securities for many years.
Dan has served on key finance industry forums, including the New York Fed's Task Force on Tri-Party Repo Infrastructure, 11 years on the New York Fed's Treasury Market Practices Group, and five years on the U.S. Treasury Department's Treasury Borrowing Advisory Committee, where he was Vice-Chair through September 2020. He was named to Crain's Chicago Business "Forty Under Forty" in 2009.
Dan holds a B.S. from Cornell University and an M.B.A. with honors from the University of Chicago Booth School of Business.
Job Titles:
- Senior Vice President, Senior Co - Portfolio Manager
David O'Donohue is responsible for portfolio management and investment research, focusing on the Market Neutral Income, Hedged Equity and Merger Arbitrage strategies. He joined the firm in 2014. His investment industry experience of more than 20 years includes co-manager responsibilities at Hard Eight Futures, Forty4 Asset Management, Chicago Fundamental Investment Partners, Mulligan Partners LLC and Ritchie Capital. He began his career as a trader at SAM Investments. David graduated from the University of Illinois with a BS in Finance.
Job Titles:
- Senior Vice President, Senior Co - Portfolio Manager
Dennis Cogan is responsible for portfolio management and investment research for the firm's global, international, and emerging market equity strategies. This includes responsibility for developing, enhancing, and maintaining our research processes and resources, working in partnership with senior members of our investment organization. He joined Calamos in 2005 and has 20 years of industry experience. Previously, Dennis worked for Accenture in Strategic Planning and Analysis. He received a B.S. in Finance from Northern Illinois University.
Job Titles:
- Executive
- Senior Vice President, Head of Investment Operations and Information Technology, Co - Head of Risk Management
Derek Olsen has executive oversight and responsibility for technology infrastructure, application development, and information security, as well as all core middle-office functions, including portfolio administration, data management, trade processing and settlement, client reporting and invoicing, portfolio accounting, account performance and composite administration, and corporate actions administration, among others. He also serves as Co-Head of Risk Management and is a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. He joined the firm in 2001 and has more than 30 years of industry experience. Prior to joining Calamos, he served as vice president, director of capital management at CNA Financial. Previously, he held the same role at USF&G Corporation. He also has experience managing forex trading at Allied Irish Bank and Swiss Bank Corporation. He received a B.A. in Business Economics from Brown University.
Erik Ojala - Chief Legal Officer, SVP
Job Titles:
- General Counsel
- Member of the Executive Officers Team
- Secretary
- Senior Vice President
- Member of the Executive Team
Erik Ojala is the General Counsel and a member of the executive team at Calamos Investments. Erik oversees the legal and compliance function and is responsible for all legal, compliance and regulatory matters at Calamos Investments and its operating companies.
Erik joined Calamos Investments in July 2023 with more than 20 years of experience in the asset management industry. Prior to joining Calamos, Erik was the General Counsel at Harbor Capital Advisors and a member of the executive team, and also served as the Chief Compliance Officer for Harbor Funds and the Harbor ETF Trust. Erik was previously Associate General Counsel at Harbor Capital and Assistant General Counsel at Ariel Investments. Erik began his career as an attorney in the Corporate and Securities Group at D'Ancona & Pflaum (now Seyfarth Shaw) in Chicago.
Erik received a B.A. with honors in History and an adjunct degree in International Studies from Northwestern University, and a J.D. from Washington University in St. Louis where he also served as an executive editor of Washington University Law Review. He is a member of the Illinois bar and holds FINRA Series 7 and 24 licenses.
Job Titles:
- Member of the Portfolio Management Team Responsible
- Senior Vice President, Co - Portfolio Manager
Glen Ingalls is a member of the portfolio management team responsible for Calamos' global long/short equity strategies. He joined Calamos in 2015 and has 25 years of industry experience. Prior to joining Calamos, Glen held a senior role in equity research for the Calamos Phineus Long/short strategy in San Francisco (2005-2015). Earlier in his career he was a Principal at Soundview Technology Group, a technology focused investment bank, where he covered the computer hardware and storage industry. He received a B.A. in Philosophy from Yale University and an M.B.A. from the University of California at Berkeley.
Job Titles:
- Institutional Investor
- SVP, Head of Institutional Services
Job Titles:
- VP, Institutional Services
Job Titles:
- Chief Marketing Officer
- Member of the Executive Officers Team
- Senior Vice President
Jessica Fernandez leads the firm's marketing organization. Jessica joined Calamos Investments in July 2022 with over 20 years of experience as a specialist in marketing strategies for the asset management industry. Prior to joining Calamos, Jessica was the head of North American retail and institutional marketing for Invesco. She's held various sales and senior marketing positions at other firms such as OppenheimerFunds, ICON Investments (Now CION) and AllianceBernstein, along with her time spent as a Financial Advisor at Morgan Stanley.
Jessica holds a B.S. in Business Administration with a Concentration in Finance from Monmouth University and holds FINRA Series 7, 63 & 24 licenses.
Job Titles:
- Senior Vice President, Co - Portfolio Manager
Jim Madden joined Calamos Investments in 2021 and contributes more than 30 years of investment industry experience. Together with Co-Portfolio Manager Tony Tursich, Jim leads the firm's Sustainable Equities Team. In the 1990s while at Portfolio 21, Jim and Tony developed a research and investment process that combined traditional fundamental analysis with a focus on sustainable and ESG-oriented business attributes. At Portfolio 21, Jim also served as Chief Investment Officer and senior portfolio manager, overseeing one of the first global ESG mutual funds in the United States. In 2014, the fund was acquired by Trillium Asset Management and renamed Trillium ESG Global Equity Fund (PORTX). Jim earned a bachelor's degree and an MBA from the University of Wisconsin.
Job Titles:
- Associate Portfolio Manager
- Vice President
Jimmy Atkinson joined Calamos in 2016 and has more than 20 years of industry experience. He is closely involved in generating ideas and recommending stocks, as well as portfolio construction and risk management. Prior to joining Calamos, Jimmy served as a CFO/COO for the Sub-Sahara Capital Group. He also served as a trader/analyst for global long/short equity products at Phineus Partners and Bellman Water Capital. Jimmy received a B.B.A. in Finance and Accounting from the University of Hawaii.
Job Titles:
- Senior Vice President, Co - Portfolio Manager
Jimmy Young is responsible for portfolio management and investment research, focusing on the Market Neutral Income, Hedged Equity and Merger Arbitrage strategies. He joined the firm in 2003 and has 20 years of industry experience. Jimmy holds a BS in Finance from Northern Illinois University.
Job Titles:
- Senior Vice President, Head of Global Trading, and Co - Head of Risk
As Head of Global Trading, Joe Mariano is responsible for oversight of our trading team. He also serves as Co-Head of Risk and is a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. He joined Calamos in 1999 and has 22 years of industry experience. His tenure includes many years as the firm's Senior International Trader overseeing equity, convertible security and currency trading across global markets, as well as three years working out of our London office. He holds a B.A. in Finance from Augustana College. Joe is a CFA charterholder and holds Series 7 and 55 licenses.
Job Titles:
- Co - CIO, Head of Multi - Asset Strategies, Co - Head of Convertible Strategies, and Senior Co - Portfolio Manager
As a Co-Chief Investment Officer, John Hillenbrand is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Multi-Asset Strategies and Co-Head of Convertible Strategies, he manages investment team members and has portfolio management responsibilities for those investment verticals. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. John joined Calamos in 2002 and has more than 30 years of industry experience. Prior to joining Calamos, he served as an equity research analyst at Credit Suisse First Boston and ABN AMRO and as an Account Manager - Business Credit Group at Continental Bank. John received a B.B.A. in Public Accounting from Loyola University and an M.B.A. in Analytic Finance from the University of Chicago Graduate School of Business. He is also a member of the American Institute of Certified Public Accountants.
Job Titles:
- Chief Executive Officer
- Member of the Executive Officers Team
- President
- Member of the Leadership Council at Concordia
John Koudounis joined Calamos Investments as Chief Executive Officer in 2016. He became the firm's first designated CEO hired by Founder John Calamos, Sr., as part of Calamos' succession plan. Serving as a driving force behind improving strategic initiatives, Mr. Koudounis plays a critical role in delivering innovative solutions to business development and expanding product breadth for the firm's global base of clients. Under his leadership, firm profitability and AUM growth have increased substantially.
Mr. Koudounis has over 35 years of financial services experience including executive leadership in the global securities business and a deep background in global capital markets. Most recently, he served as President and Chief Executive Officer of Mizuho Securities USA, Inc. (MSUSA), a subsidiary of Mizuho Financial Group, one of the world's largest full-service financial institutions. During his tenure at Mizuho Securities, he built the firm into a full-service investment bank, expanding its debt and equity capital markets teams. Because of his leadership, the firm also grew in profitability, number of clients, and product diversification, allowing Mizuho to be considered globally as a top tier investment bank. Prior to joining MSUSA in 2008, he was Managing Director and Head of Fixed Income for ABN AMRO Americas where he played a critical role in that firm's successful growth.
Mr. Koudounis, often sought after for his thought leadership, serves as a speaker at conferences worldwide and appears frequently on financial news programs including CNN, Fox Business, CNBC, Bloomberg TV, TD Ameritrade Network, Yahoo Finance Live, and others.
In addition to his executive career, Mr. Koudounis upholds a dedication to philanthropy through various board positions and community outreach. He is the Founder of the Chicago CEO COVID-19 Coalition, an organization he created in 2020 during the pandemic to provide COVID-19 relief and recovery for the city and bring Chicago's business leaders together in a time of need. This initiative focused on four critical areas in COVID recovery: food, shelter/homelessness, counseling services, and PPE. The Coalition distributed over $1.5 million in proceeds from its successful telethon.
Mr. Koudounis is a member of the Leadership Council at Concordia and the prestigious Bretton Woods Committee. He is a member of the board of trustees of World Business Chicago and the National Hellenic Museum, a patron of the Prince's Trust International, and an executive advisory board member for the SEAL Future Foundation. He is a founding board member and executive committee member of The Hellenic Initiative, a non-profit, non-governmental organization with the aim of supporting Greece and Cyprus in the aftermath of the financial crisis by helping to foster entrepreneurship in both countries. He is also a member of Leadership 100 and the President of the Metropolis of Chicago Foundation. In October 2016 he was inducted as an Archon of the Ecumenical Patriarchate in the Order of St. Andrew, the highest honor bestowed on a layman by the Orthodox Church, as well as serving on the board of the National Council of the Order of Saint Andrew the Apostle. Additionally, he serves on the board and as Chairman of the Investment Committee of the Ecumenical Patriarch Bartholomew Foundation.
He graduated from Brown University with a degree in International Diplomacy & Foreign Affairs and Economics.
Job Titles:
- Member of the Executive Officers Team
- Founder, Chairman and Global Chief Investment Officer
- Senior Vice President and Co - Portfolio Manager
- Senior Vice President, Co - Portfolio Manager
John Calamos, Jr. is a senior vice president and co-portfolio manager, focused primarily on quantitative analysis. He joined the firm in 1985 and has more than 35 years of industry experience. During his tenure at Calamos, he has helped manage the firm's small- to mid-cap growth and market neutral strategies. He received a B.A. from Drake University and an M.B.A. from Benedictine University.
John Calamos is Chairman and Global Chief Investment Officer of Calamos Investments, the firm he founded in 1977. With origins as an institutional convertible bond manager, Calamos Investments has grown into a global asset management firm with institutional and individual clients worldwide. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee and the Miami area.
Mr. Calamos established research and investment processes centered around a team-based approach designed to deliver superior risk-adjusted performance over full market cycles through a range of U.S. and global investment solutions including equity, fixed income, convertible and alternative strategies. As a pioneer in convertible securities, Calamos launched one of the first convertible funds in 1985 as a way to manage risk for clients in volatile times. He also established one of the first liquid alternative funds in 1990, reflecting a focus on innovation that continues to this day. Mr. Calamos has built a reputation for using investment techniques to control risk, preserve capital and build wealth for clients over the long term.
With more than 50 years of industry experience, he is often quoted as an authority on risk-managed investment strategies, markets, and the economy. He is a frequent speaker at investment conferences around the world and appears regularly on CNBC, Bloomberg TV and Fox Business Channel. He has authored two books, Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards and Convertible Securities: The Latest Instruments, Portfolio Strategies, and Valuation Analysis.
Prior to entering the investment industry, Mr. Calamos served in the United States Air Force. During the Vietnam War, he served as a Forward Air Controller, with responsibilities for guiding accurate air strikes and preventing injuries to friendly troops. His squadron was the first to fly the Cessna O-2, an aircraft in which he recorded over 400 missions in combat. Captain Calamos was awarded the Distinguished Flying Cross for "extraordinary achievement while participating in aerial flight under heavy hostile attack." His Air Force career included five years of active duty flying B-52 bombers and twelve years in the Reserves flying A-37 jet fighters. He retired as a Major.
The son of Greek immigrants, Mr. Calamos is an active philanthropist supporting educational institutions and Hellenic organizations. He serves as Chairman of the Board of Directors for the National Hellenic Museum in Chicago. He is an investment committee member of the Faith Endowment, and a supporting member of the National Hellenic Society, Leadership 100 and The Hellenic Initiative.
In addition to receiving many awards for his accomplishments as an entrepreneur, he has been honored for his lifetime philanthropic contributions by organizations including the Pan Arcadian Federation of America and the American Hellenic Educational Progressive Association. He was inducted as an Archon of the Ecumenical Patriarchate with the Order of St. Andrew the Apostle in 2015. Mr. Calamos was the first Vietnam Veteran to receive the Jaharis Service Award from the Washington Oxi Day Foundation; and in his honor, the Foundation established the Calamos Service Award to specifically recognize a Vietnam veteran every year.
Mr. Calamos received a B.A. in Economics and an M.B.A. in Finance from Illinois Tech, where he established Endowed Chairs in Philosophy and Business and is also a member of the Board of Trustees. He received an Honorary Doctorate in Humanities from Hellenic College Holy Cross.
Job Titles:
- Vice President, Portfolio Specialist
As a portfolio specialist, Joseph focuses on our hedged equity strategy. He is responsible for communicating our investment process, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the approach. He contributes 30 years of industry experience. Before joining Calamos in 2019, Joseph served as the Director of Institutional Education and Business Development for The Options Industry Council (OIC). Previously, he was Vice President of Wealth and Asset Management at MoneyBlock, as well as Senior Vice President of Education for OptionsXpress. Joseph started his career as a Market Maker at the CBOT/Cboe. He received a B.A. in Communications and English from Marquette University and holds Series 4, 7, 63, 66 licenses.
Job Titles:
- Head
- Member of the Executive Officers Team
- Senior Vice President
- Member of the Executive Team
Joe Weidenbach is the President of Calamos Wealth Management and member of the executive team for Calamos Investments LLC. Joe is responsible for growing and managing all aspects of Calamos Wealth Management encompassing offices in metropolitan Chicago, downtown Chicago, New York and Miami. He brings to his role three decades of experience in asset management, trust services and other wealth management disciplines. Joe held a variety of leadership positions at J.P. Morgan and U.S. Bank before joining Calamos Wealth Management in 2022.
Joe earned undergraduate and law degrees from the University of Dayton and an MBA from the University of Notre Dame. Long active in the Chicago-area community, Joe lends his time and experience to many charitable causes and civic organizations. He is on the Board of Trustees of the University of Dayton and an active member of The Chicago Club and Economic Club of Chicago.
Job Titles:
- Associate Portfolio Manager
- Vice President
Kyle Ruge is responsible for portfolio management and investment research for the firm's global, international, and emerging market equity strategies. This includes responsibility for developing, enhancing, and maintaining our research processes and resources, working in partnership with senior members of our investment organization. He joined the firm in 2006 and has more than 15 years of experience. Kyle began his career with Broadview Advisors and McCarthy, Grittinger and Weil Financial Group. Kyle graduated magna cum laude from Marquette University with a B.S. in Finance.
Job Titles:
- Co - CIO, Head of Fixed Income Strategies and Senior Co - Portfolio Manager
As a Co-Chief Investment Officer, Matt Freund is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Fixed Income Strategies, he manages investment team members and has portfolio management responsibilities. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Matt joined Calamos in 2016 and has 35 years of industry experience. Prior to joining Calamos, he was Chief Investment Officer of USAA Investments, leading the teams responsible for the portfolio management of USAA's mutual funds and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets. During this time, he also served as lead portfolio manager for several highly regarded fixed income mutual funds. Earlier in his career, Matt served as a senior investment analyst for MetLife in the Capital Markets Group. He received a B.A. in Accounting from Franklin & Marshall College and an M.B.A. from Indiana University.
Job Titles:
- Co - CIO, Head of Long / Short Strategies, and Senior Co - Portfolio Manager
Michael Grant manages investment team members and leads the portfolio management team responsible for our Long/Short strategies. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. He joined Calamos in 2015 and has more than 35 years of investment industry experience. Prior to joining Calamos, Michael founded Phineus Partners in 2002, where he launched a successful long/short strategy. Previously, he was a Managing Director of Schroder Investment Management with responsibilities over US equity mandates. During his tenure at Schroders, he also served as Head of the Global Technology Team and Head of the U.S. Equity Team in London. Prior to that, Michael was a portfolio manager for the National Investment Trust Co. in Taipei, Taiwan and a US equity analyst for the Principal Group in Canada. Michael earned a master's degree from the London School of Economics, where he specialized in International History. He has Bachelor of Commerce from the University of Alberta, Canada.
Job Titles:
- Associate Portfolio Manager
- Chief Market Strategist
- Senior Vice President
As Senior Vice President, Chief Market Strategist, Michael Kassab is responsible for analyzing global macro trends, formulating thematic investment ideas, and providing thoughtful analysis on asset allocation and portfolio construction for both institutional and private wealth clients. He is also a member of the portfolio management team for one of the firm's U.S. core equity strategies. Michael joined the firm in 2014 and has 20 years of industry experience. Prior to joining Calamos, he held several senior positions with Credit Suisse, both within the U.S. Investment Strategy and Private Banking divisions. Earlier in his career, he served in senior investment roles at Dover Investment Management and Gabelli Asset Management. Michael earned a B.S. in Accounting and Economics from Fairfield University and an M.B.A. in Finance from Columbia University.
Job Titles:
- Co - CIO, Head of Global Strategies and Senior Co - Portfolio Manager
As a Co-Chief Investment Officer, Nick Niziolek is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Global Strategies, he manages investment team members and has portfolio management responsibilities for international, global and emerging market strategies. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Nick joined the firm in 2005 and has 20 years of industry experience, including tenures at ABN AMRO and Bank One. He received a B.S. in Finance and an M.B.A. from DePaul University.
Job Titles:
- Director Investment Strategist
Job Titles:
- Member of the Executive Officers Team
- Executive Vice President, Chief Distribution Officer
- President and Head of Global Distribution
Robert F. Behan leads Global Distribution, which includes the firm's Intermediary, Institutional, International, and Strategic Partner channels. His duties include distribution, market analysis, and product optimization, selection and placement. Bob serves as Vice President to the Calamos Investment Trust.
He joined the firm in 2007 and has 35 years of industry experience. He has extensive industry experience in several senior positions including Vice President - Head of Sales for Citizens Advisers, Vice President - Head of Institutional Northeast Distribution for Strong Capital Management, and Vice President-Large Market Institutional for CIGNA Retirement and Investment Services.
At each of his prior firms, Bob attained #1 producer status, and at age 29 was the youngest person to join CIGNA's prestigious "Gold Circle." Bob is frequently sought out for his insights on trends in the financial services industry. He has recently been quoted in Ignites, Fund Action, MFWire, and Pensions & Investments. He received a B.A. in Economics from Syracuse University and is also a CFA charterholder.
Job Titles:
- Vice President, Senior Research Analyst and Co - Portfolio Manager
Ryan Isherwood joined Calamos Investments following its 2019 acquisition of Timpani Capital Management, his employer since 2008. He serves as a senior research analyst for our small-cap growth portfolios and has portfolio management responsibilities for our enhanced alphaequity and small/mid-cap growth equity strategies. Prior to that, Ryan was a senior research analyst at Wells Capital Management. Previously, he was with Strong Capital Management, Inc. as an inside sales representative. Ryan received his M.B.A. in Finance & Investments from the University of Notre Dame and a B.B.A. in Risk Management from the University of Wisconsin-Madison. He contributes 19 years of industry experience.
Job Titles:
- Senior Vice President, Head of Portfolio Specialists
As head of the investment team's portfolio specialist group, Scott is responsible for communicating our investment process and strategy, macroeconomic perspectives, strategy performance, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the firm's strategies. In addition, he provides our co-portfolio managers and co-chief investment officers with analysis of portfolio activity, positioning, and risk attribution. He contributes more than 25 years of industry experience. Prior to joining Calamos in 2003, Scott worked at Merrill Lynch Investment Managers (MLIM) as an equity portfolio strategist and was the senior strategist for MLIM's U.S. value equity portfolios. Previously, he was a senior product manager and a financial analyst with Van Kampen Funds. He received a B.S. in Finance from the University of Illinois. In addition to being a CFA charterholder, he holds a Series 7 license.
Job Titles:
- Chief Financial Officer
- Executive Vice President
- Member of the Executive Officers Team
Tom Herman leads all finance, accounting and tax areas of the company and of the Calamos funds. He joined the firm in 2016 and has more than 30 years of experience.
Prior to joining Calamos, Tom spent six years with Harris Associates, where he was CFO and Treasurer. In that role, he identified and implemented improvement opportunities to grow the business, improve productivity and reduce cost. Previously, he was Senior Vice President, CFO and Treasurer at Ariel Investments.
Tom received a Bachelor's in Mechanical Engineering from Cornell University, a Master's in Business Administration from the University of North Carolina, and a Master's in Accounting and Financial Management from Keller Graduate School of Management. He is also a Registered Certified Public Accountant.
Job Titles:
- Chief Administrative Officer
- Executive Vice President
- Head of Human Resources
- Member of the Executive Officers Team
- Chief Administrative Officer, Head of Human Resources and Member of the Executive Team
Bill Takahashi is the Chief Administrative Officer, Head of Human Resources and member of the executive team at Calamos Investments. Bill is responsible for all aspects of human capital within Calamos Investments and its operating companies. He plays a crucial role in driving organizational performance and administrative efficiency. Bill also chairs the firm's 401(k) committee and oversees the firm's diversity, equity and inclusion initiatives. He joined Calamos in 2005 and has over 20 years of legal and human resources leadership experience. Prior to joining Calamos, he was in-house counsel at McDonald's Corporation and an attorney at Winston & Strawn LLP in Chicago. He is a member of the Illinois Bar and maintains his SHRM human resource professional certification. He received a B.A. in Economics and Political Science from Illinois Wesleyan University and a J.D., magna cum laude, from Boston University.
Job Titles:
- Chief of Staff
- Member of the Executive Officers Team
Yanni Sianis is the Chief of Staff of Calamos Investments. Prior to his current position, Yanni served as Vice President of Global Business Development and was responsible for managing both domestic and international relationships for the private and institutional channels. He joined the firm in 2010 as a Wealth Adviser with Calamos Wealth Management. Prior to joining Calamos, Yanni was a senior derivatives broker and trader at LaSalle Global. He previously served as Vice President of Business Development and Director of the GCC (Cooperation Council for the Arab States of the Gulf) and the Middle East at America 2030 Equity, a private equity firm outside of Chicago. Yanni earned a B.A. from Boston University, an M.A. in Industrial Psychology from National Louis University and an AMP from the University of Chicago, Booth School of Business. Yanni is active in the Greek American community and is currently serving his second term on the Metropolis Council of the Greek Orthodox Metropolis of Chicago, is Chairman of Project Hope - a Humanitarian Ministry, a Board Member of the American Hellenic Institute, an Executive Committee Member of the Board of the National Hellenic Museum, a member of Leadership 100 and the National Hellenic Society, and an Archon of the Ecumenical Patriarchate in the Order of St. Andrew.