Wealth Advisory – New York

Stephen Perl, CIMA®

Vice President, Director - Sr. Wealth Advisor

Stephen Perl is responsible for servicing a clientele of wealthy individuals, family offices and foundations in the Northeast Region of the United States. He joined Calamos in 2008 and has more than 20 years of industry experience.

Prior to joining Calamos, Stephen worked in the Family Offices Services group at Fidelity Investments, and previously in their Institutional Wealth Services division serving registered investment advisors.

Stephen has a B.S. in Business from the University of Vermont. He holds Series 7, 63 and 65 licenses, and has attained the Certified Investment Management Analyst designation.