DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Calamos Advisors LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Thomas Levi WilliamsonMadison Investment Advisors, LLC mixed wealthCalamos Advisors LLC asset managerOtherJun 3, 2026Sep 11, 2026 (100 d)
Giancarlo ContiPgim Investments LLC asset managerCalamos Advisors LLC asset managerOtherFeb 5, 2026May 17, 2024
Patrick CoffeyMesirow Financial Investment Management, Inc. mixed wealthCalamos Advisors LLC asset managerOtherDec 17, 2025Dec 22, 2025
Joshua GovekThrivent Investment Management Inc. BD affiliatedCalamos Advisors LLC asset managerOtherDec 10, 2025Dec 5, 2025
Grant A EinhornBlackrock Financial Management, Inc otherCalamos Advisors LLC asset managerOtherOct 20, 2025Oct 24, 2025
Brent PressentinVersant Capital Management, Inc. independent RIACalamos Advisors LLC asset managerOtherOct 9, 2025Oct 10, 2025
Taylor Renee CowdreyNorthern Trust Investments, Incorporated asset managerCalamos Advisors LLC asset managerOtherMay 1, 2025Mar 26, 2026 (329 d)
Paul Bogdan TicuBlackrock Investment Management, LLC otherCalamos Advisors LLC asset managerOtherApr 21, 2025May 2, 2025
Lloyd Brendan JamesT. Rowe Price Associates, Inc. asset managerCalamos Advisors LLC asset managerOtherApr 3, 2025Apr 8, 2025
Jeffrey I BlumMorgan Stanley wirehouseCalamos Advisors LLC asset managerOtherMar 14, 2025Mar 10, 2025
Matthew HurdThrivent Investment Management Inc. BD affiliatedCalamos Advisors LLC asset managerOtherFeb 26, 2025Mar 4, 2025
Christopher Mcfaddin CleggGuggenheim Investments asset managerCalamos Advisors LLC asset managerOtherDec 11, 2024Dec 17, 2024
Michael Thomas JoyceInvesco Advisers, Inc. asset managerCalamos Advisors LLC asset managerOtherDec 9, 2024Dec 18, 2024
George TaylorNorthern Trust Investments, Incorporated asset managerCalamos Advisors LLC asset managerOtherMay 24, 2024Oct 18, 2024 (147 d)
Harrison BoguszLord, Abbett & Co. LLC asset managerCalamos Advisors LLC asset managerOtherMar 26, 2024Dec 17, 2024 (266 d)
Matthew Jon EastmanInvesco Advisers, Inc. asset managerCalamos Advisors LLC asset managerOtherMar 5, 2024Mar 21, 2024
Todd AbramsonEdward Jones national BDCalamos Advisors LLC asset managerOtherFeb 21, 2024Feb 23, 2024
Robert GirgisFidelity Personal And Workplace Advisors BD affiliatedCalamos Advisors LLC asset managerOtherFeb 14, 2024Mar 7, 2024
Thomas Patrick KileyBlackrock Fund Advisors asset managerCalamos Advisors LLC asset managerOtherJan 12, 2024Apr 25, 2024 (104 d)
Gregory Alan JonesBlackrock Investment Management, LLC otherCalamos Advisors LLC asset managerOtherJan 11, 2024Mar 26, 2025 (440 d)
Timothy Michael BuickPutnam Investment Management, LLC asset managerCalamos Advisors LLC asset managerOtherApr 19, 2023Apr 20, 2023
Patrick Thomas OsullivanNuveen Asset Management, LLC otherCalamos Advisors LLC asset managerOtherApr 11, 2023May 4, 2023
Mark KiernaNuveen Asset Management, LLC otherCalamos Advisors LLC asset managerOtherApr 11, 2023Jun 16, 2023 (66 d)
John Thomas AndrewsGuggenheim Investments asset managerCalamos Advisors LLC asset managerOtherJun 8, 2022Nov 15, 2022 (160 d)
Seth Edwin SteeleMorgan Stanley wirehouseCalamos Advisors LLC asset managerOtherApr 29, 2022Apr 17, 2024 (719 d)
Anthony S TursichPearl Impact Capital, LLC asset managerCalamos Advisors LLC asset managerOtherSep 22, 2021Sep 30, 2021
Jordan Michael ToepelNuveen Asset Management, LLC mixed wealthCalamos Advisors LLC asset managerOtherAug 7, 2020Jul 21, 2021 (348 d)
Shannon Leigh Coady-RogersCalamos Wealth Management LLC independent RIACalamos Advisors LLC asset managerOtherNov 14, 2019Nov 14, 2019
Lisa Marie MursuCalamos Wealth Management LLC independent RIACalamos Advisors LLC asset managerOtherNov 13, 2019Nov 13, 2019
Michael George KassabCalamos Wealth Management LLC independent RIACalamos Advisors LLC asset managerOtherNov 1, 2019Nov 1, 2019
Kevin R CrouchCalamos Wealth Management LLC independent RIACalamos Advisors LLC asset managerOtherNov 1, 2019Nov 1, 2019
Kenneth VoogMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCalamos Advisors LLC asset managerOtherOct 15, 2018Oct 3, 2018
Joseph F CusickTradingblock unclassifiedCalamos Advisors LLC asset managerOtherOct 12, 2017Mar 12, 2019 (516 d)
Christian John BrobstCu Capital Market Solutions, LLC otherCalamos Advisors LLC otherOtherJun 8, 2017Jul 7, 2017
Michael Edward MaitnerRoosevelt Investments otherCalamos Advisors LLC otherOtherAug 12, 2016Sep 20, 2017 (404 d)
Thomas A EvansBlackrock Investment Management, LLC otherCalamos Advisors LLC asset managerOtherJul 12, 2016Jun 28, 2018 (716 d)
Brendan Garrett O'MalleyOsaic Fa, Inc. otherCalamos Advisors LLC otherOtherMar 26, 2015Apr 14, 2015
Megan Frances ClearyStrategic Advisers LLC national BDCalamos Advisors LLC otherOtherJul 9, 2014Jul 25, 2014
Paul Joseph GiovannielloColumbia Management Investment Advisers, LLC otherCalamos Advisors LLC otherOtherMar 11, 2014Mar 20, 2014
John Fremont-SmithBny Mellon Securities Corporation otherCalamos Advisors LLC otherOtherJun 3, 2013Jun 28, 2013
Ronald Patrick CrudoColumbia Management Investment Advisers, LLC otherCalamos Advisors LLC otherOtherApr 29, 2013May 22, 2013
Calvin Bradley HaysCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherFeb 8, 2013Feb 8, 2013
Gregory E HydeCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Scott Marshall SteeleCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Elizabeth Anne WatkinsCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 12, 2012
Samuel John RonlundCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Lisa Marie MursuCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Timothy Eric MeekCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Stephen David PerlCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Aaron Thomas CatesCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Andrew HallCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Carlos Alfonso SorianoCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Cassandra NicholsCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Neil Justin HynemanCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Michael R PollardCalamos Wealth Management LLC otherCalamos Advisors LLC otherOtherDec 12, 2012Dec 17, 2012
Matthew E BelniakWaddell & Reed otherCalamos Advisors LLC otherOtherDec 7, 2012Jan 15, 2013 (39 d)
Evan Michael WrightThrivent Investment Management Inc. otherCalamos Advisors LLC otherOtherOct 18, 2011Aug 23, 2013 (675 d)
Vicky KatwalaMorgan Stanley wirehouseCalamos Advisors LLC otherOtherSep 13, 2011Dec 17, 2012 (461 d)
Justin Joseph LevantinoInvesco Advisers, Inc. otherCalamos Advisors LLC otherOtherApr 4, 2011Nov 27, 2012 (603 d)
Jason LauderbackAdvisors Asset Management, Inc. otherCalamos Advisors LLC otherOtherJun 11, 2010Feb 8, 2011 (242 d)
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71 moves match.