Brendan James
Vice President - Investment Consultant -RIA and BANKS at Calamos Advisors LLC
About
Brendan James is Vice President – Investment Consultant for RIA and Banks at Calamos Investments, based in Denver, CO. In this capacity, he works with registered investment advisors (RIAs) and banking partners to provide investment consulting and product solutions, leveraging Calamos’ expertise in growth equities, liquid alternatives, fixed income, and convertible strategies.
Throughout his career, Brendan has developed deep experience consulting with institutional and intermediary clients, focusing on multi-asset and alternative investment strategies suitable for private clients, trusts, and retirement plans. Before joining Calamos, Brendan held regional sales and investment consultant roles at T. Rowe Price, emphasizing relationship management and portfolio construction for the RIA and bank channels.
He holds a Bachelor of Arts in History from Franklin & Marshall College and has completed advanced studies in England, along with a foundational education at Calvert Hall College. Brendan is recognized for his consultative approach, market insight, and ability to tailor sophisticated investment solutions to the specific needs of financial intermediaries and high-net-worth investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calamos Investments | Vice President - Investment Consultant -RIA and BANKS | Mar 2025 to Present | — |
| T. Rowe Price | Regional Investment Consultant | Feb 2023 to Present | Currently manage +$8 Billion AUM, on behalf of my firm, having covered RIA and Regional Banks in CO, UT, WY, MT, ND, SD, NE, KS, MO, IA, MN |
| T. Rowe Price | Regional Sales Manager | Feb 2017 to Present | — |
| T. Rowe Price | Internal Sales Consultant | Dec 2015 to Feb 2017 | — |
| Wells Fargo Securities | Institutional Equity Trading - Director | Jul 2001 to Aug 2015 | — |
| Deutsche Bank | Trade Support | Jan 1999 to Jan 2001 | — |
Education
Franklin & Marshall College
Bachelor of Arts (BA), History
1993 — 1998
Advance Studies in England
1996 — 1996
Calvert Hall College
1989 — 1993
Skills & Expertise
Others at Calamos Advisors LLC (44)
| Name | Role | Location |
|---|---|---|
| Equity Trader | Naperville, IL , United States | |
| Portfolio Manager | Oak Park, IL , United States | |
D Doug Berman | Vice President - Senior Investment Consultant | Jupiter, FL , United States |
| Vice President, Investment Consultant | Philadelphia, PA , United States | |
| Co-Chief Investment Officer, Senior Co-PM, Head of Alternatives and Co-Head of Convertibles | Chicago, IL , United States | |
G Glen Ingalls | SVP and Co-Portfolio Manager | Oakland, CA , United States |
| Research Associate | Chicago, IL , United States | |
| Senior Vice President, Senior Co-Portfolio Manager | Naperville, IL , United States | |
J Joe Mariano | SVP, Head of Global Trading and ETF Capital Markets | Naperville, IL , United States |
| SVP, Portfolio Manager | Naperville, IL , United States |