Vice President, U.S. Industrials Sector Head
Michael is responsible for leading the research effort for the U.S. industrials sector, focusing on energy and materials companies. In this capacity, he conducts top-down and fundamental analysis on the sector and makes portfolio recommendations to the co-portfolio managers. Prior to joining Calamos in in 2017, Michael was with Armature Capital Management, serving as an analyst covering the industrials sector for a long/short equity investment portfolio. Previously he spent five years at UBS O’Connor as a director focusing on the industrials sector for long/short equity portfolios. Michael’s industry experience of 19 years also includes tenures at North Sound Capital, Deutsche Bank – DB Advisors and Goldman, Sachs & Co. He holds a B.A. in Psychology from the University of Pennsylvania.