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 24 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.