Richard A. Gotterer, CFP®
Director – Sr. Wealth Advisor
Richard Gotterer is responsible for managing investment portfolios for institutional, endowment,
foundation and high net worth families. Working with other members of the team, Richard maintains
relationships with core centers of influence, meets with prospective clients, and implements the firm’s
wealth management strategies and services. He joined the firm in 2015 and has more than 30 years of
experience in the financial services industry.
Prior to joining Calamos, Richard served as the Chief Investment Officer at Gibraltar Private Bank &
Trust, was a Vice President and Portfolio Manager at Schroder Investment Management, and a Financial
Analyst at Oppenheimer & Co. Most recently, he was a Managing Director/Florida at Wescott Financial
Advisory Group, LLC.
Richard received a B.S.B.A. in Accounting from American University. He is a Certified Financial Planner®
and has a Series 65 license. Richard has been frequently quoted in national publications and has written
numerous articles on wealth management, investment management and estate planning. Richard is very
active in the Jewish community and is a member of several congregations in South Florida. He serves
as the Vice President of the Bet Shira Congregation Endowment and Chairs its Investment Committee.
Additionally, he is member of the Greater Miami Jewish Federation, Financial Planning Association and
the Coral Gables/South Dade Estate Planning Council.
Richard lives in the suburbs of Miami with his wife, Mindy, and their two children. He enjoys hiking, rock
climbing, and running.