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CMFS Ron Dietz

CMFS Ron Dietz

Vice President, Investment Consultant at Calamos Advisors LLC

Kansas City, MO , United States

About

Ron Dietz, CMFS, serves as Vice President, Investment Consultant at Calamos Investments, headquartered in Kansas City, MO. In his current role, he delivers strategic investment guidance and portfolio solutions to clients, focusing on helping institutional and high-net-worth investors navigate a broad spectrum of market environments.

Dietz’s expertise encompasses equities, convertible securities, alternative investments, and multi-asset strategies, primarily within the asset management sector. His work frequently involves customizing allocation models and delivering quantitative insight into diversified portfolios, reflecting Calamos’ emphasis on growth, risk-managed, and income-generating solutions.

With a career at Calamos Investments spanning over a decade in positions including Client Services Associate and Investment Consultant, Dietz combines deep operational knowledge with client-facing experience. He earned his Bachelor of Arts in Business Administration and Accounting from Carthage College, enhancing his ability to provide thoughtful, analytically driven investment advice tailored to complex client needs.

Career History

OrganizationRoleDate RangeDetails
Calamos InvestmentsVice President, Investment ConsultantSep 2014 to Present
Calamos InvestmentsInvestment ConsultantDec 2010 to Sep 2014
Calamos InvestmentsClient Services AssociateJan 2010 to Dec 2010
Prudential FinancialFinancial Services AssociateDec 2007 to Dec 2009

Education

Carthage College

Bachelor of Arts, Business Administration, Accounting

2002 2006

Skills & Expertise

CRM
Fixed Annuities
Time Management
Investment Advisory
Mutual Funds
Research
Financial Advisory
Alternative Investments
Sales
Business Planning
Asset Management
Fixed Income
Accounting
Financial Services
Wealth Management
Investments
Life Insurance
Sales Operations

Others at Calamos Advisors LLC (44)

NameRoleLocation
Brendan James
Brendan James
Vice President - Investment Consultant -RIA and BANKSDenver, CO , United States
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
Showing 1-10 of 44 team members