Bill Rubin

Senior Vice President, Co-Head of U.S. Equity Research, Associate Portfolio Manager, U.S. Financials Sector Head

Bill Rubin is responsible for developing, enhancing, and maintaining our research processes and resources, working in partnership with senior members of our investment organization. He leads the research effort for the U.S. financials sector, with responsibilities that include conducting fundamental analysis and contributing security selection recommendations. He is also a member of the portfolio management team for one of the firm’s U.S. core equity strategies. 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 M.B.A. 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 University of Oxford.