Phillip Miodowski is a Portfolio Construction Specialist and member of the Calamos investment team, where he provides sophisticated portfolio construction expertise supporting wealth advisors serving high net worth individuals and families, institutions, trusts, endowments, and foundations. As a Chartered Financial Analyst (CFA) charterholder and holder of the Certificate in Investment Performance Measurement (CIPM), Phillip brings over 10 years of wealth management experience and is driven by his passion to deliver institutional-quality portfolio solutions that help clients achieve their long-term financial objectives.
Phillip's background encompasses deep expertise in portfolio construction, asset allocation, and investment analytics. Prior to joining Calamos in November 2023, he served as a Portfolio Consultant on the Investment Team at Mercer Advisors in Denver for four years, where he developed and implemented customized investment strategies for complex client situations. His decade of experience in wealth management has equipped him with comprehensive knowledge of portfolio optimization, risk management, and performance measurement, enabling him to construct portfolios that balance growth objectives with appropriate risk parameters.
His dual credentials as a CFA charterholder and CIPM certificant demonstrate his commitment to the highest standards of investment analysis and performance measurement. This technical expertise, combined with his practical experience, allows him to translate complex investment concepts into actionable portfolio strategies that align with each client's unique circumstances and goals.
He is a graduate of DePaul University, having earned his Bachelor's degree in Finance in 2016, and is fluent in Polish.
