Stephen Perl is responsible for servicing a clientele of wealthy individuals, family offices and foundations in the Northeast Region of the United States. He joined Calamos in 2008 and has more than 30 years of industry experience.
Prior to joining Calamos, Stephen worked in the Family Offices Services group at Fidelity Investments, and previously in their Institutional Wealth Services division serving registered investment advisors.
Stephen has a B.S. in Business from the University of Vermont. He holds the Certified Investment Management Analyst® certification and holds FINRA Series 7, 63 and 65.