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Research

Bill Rubin

Vice President, U.S. Financials Sector Head

Bill Rubin is responsible for leading the research effort for the U.S. financials sector. In this capacity, he conducts top-down and bottom-up fundamental analysis to make recommendations on stocks for the portfolios. Bill joined Calamos in 2017 and has more than 25 years of industry experience at both long-only and long-short investment firms. Prior to joining Calamos, Bill was a senior investment analyst at BlackRock, Inc., where he invested in all segments of financial services stocks for a diversified equity fund group. Previously, he served as senior investment analyst and portfolio manager at Hovde Capital Advisors LLC and Dawson-Herman Capital Management, Inc., hedge funds focused on financial services stocks. Prior to that, Bill also held senior analyst and portfolio manager roles at The Boston Company Asset Management, LLC and Keefe Managers Inc. He started his career at Fidelity Investments as a senior analyst and sector fund manager. Bill earned an MBA from Harvard Business School, with concentrations in strategy, competition and finance. He received a B.A. in both Economics and Political Science from Stanford University where he also spent two terms as an affiliate student at Oxford.