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Brendan James

Brendan James

Vice President - Investment Consultant -RIA and BANKS at Calamos Advisors LLC

Denver, CO , United States

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

OrganizationRoleDate RangeDetails
Calamos InvestmentsVice President - Investment Consultant -RIA and BANKSMar 2025 to Present
T. Rowe PriceRegional Investment ConsultantFeb 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 PriceRegional Sales ManagerFeb 2017 to Present
T. Rowe PriceInternal Sales ConsultantDec 2015 to Feb 2017
Wells Fargo SecuritiesInstitutional Equity Trading - DirectorJul 2001 to Aug 2015
Deutsche BankTrade SupportJan 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

US Equities
Trading
Bloomberg
Market Research
Equities
Capital Markets
Investments
Sales

Others at Calamos Advisors LLC (44)

NameRoleLocation
Brian Plonka
Brian Plonka
Equity TraderNaperville, IL , United States
Charles Carmody
Charles Carmody
Portfolio ManagerOak Park, IL , United States
D
Doug Berman
Vice President - Senior Investment ConsultantJupiter, FL , United States
Eileen Ward
Eileen Ward
Vice President, Investment ConsultantPhiladelphia, PA , United States
Eli Pars
Eli Pars
Co-Chief Investment Officer, Senior Co-PM, Head of Alternatives and Co-Head of ConvertiblesChicago, IL , United States
G
Glen Ingalls
SVP and Co-Portfolio ManagerOakland, CA , United States
Grant Potratz
Grant Potratz
Research AssociateChicago, IL , United States
Jason Hill
Jason Hill
Senior Vice President, Senior Co-Portfolio ManagerNaperville, IL , United States
J
Joe Mariano
SVP, Head of Global Trading and ETF Capital MarketsNaperville, IL , United States
Joe Wysocki
Joe Wysocki
SVP, Portfolio ManagerNaperville, IL , United States
Showing 1-10 of 44 team members