Doug Berman
Vice President - Senior Investment Consultant at Calamos Advisors LLC
About
Doug Berman serves as Vice President and Senior Investment Consultant at Calamos Investments, based in Jupiter, Florida. In this capacity, he is responsible for advising institutional and intermediary clients, primarily across the South Florida region, and delivering tailored investment solutions utilizing Calamos's suite of products. His coverage emphasizes high-net-worth and institutional investors, with expertise in investment consulting and strategic portfolio allocation.
Mr. Berman focuses on liquid asset classes including equities, convertible securities, alternatives, and fixed income, reflecting Calamos Investments' core strengths. He leverages deep knowledge of growth strategies, risk-managed products, and hybrid fixed income solutions tailored to complex client objectives in sectors such as financial services and retirement planning.
With over 25 years of investment industry experience, Doug held prior senior roles at Equis Capital and Transamerica before joining Calamos in 2013. He earned his degree from Syracuse University, underpinning his technical expertise in finance and client relationship management. He is recognized for his contributions in strategic consulting and establishing long-term partnerships within the investment management field.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calamos Investments | Vice President - Senior Investment Consultant | Jan 2013 to Present | — |
| Equis Capital | Senior Vice President | Jan 2011 to Jan 2013 | — |
| Transamerica | Regional Vice President | Jan 2009 to Jan 2011 | — |
| Lazard Asset Management | Vice President | Jan 2004 to Jan 2009 | — |
| Ubs | Vice President | Jan 2001 to Jan 2004 | — |
| Wells Fargo | Branch Coach and Sales Manager and Financial Advisor | Jan 1995 to Jan 2001 | — |
Education
Syracuse University
1986 — 1990
Others at Calamos Advisors LLC (44)
| Name | Role | Location |
|---|---|---|
 | Vice President - Investment Consultant -RIA and BANKS | Denver, CO , United States |
 | Equity Trader | Naperville, IL , United States |
 | Portfolio Manager | Oak Park, IL , 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 |