Eileen Ward
Vice President, Investment Consultant at Calamos Advisors LLC
About
Eileen Ward is Vice President and Investment Consultant at Calamos Investments, based in Philadelphia, Pennsylvania, where she focuses on providing investment solutions and consulting services primarily in private markets, alternative investments, and ETF strategies. She partners closely with financial advisors and institutional clients to construct diversified portfolios, emphasizing risk management and portfolio stability amid varying market conditions. Her responsibilities include crafting acquisition and retention strategies as well as client education around innovation in alternative asset classes and sustainability themes.
Eileen's career spans significant roles at leading investment firms, including Regional Vice President at LoCorr Funds and Vice President, Financial Advisor at Bernstein Private Wealth Management. Prior to these, her experience includes several years at Goldman Sachs as Vice President, Regional Director, and various consulting and analyst roles, where she specialized in portfolio construction and relationship management for the Mid-Atlantic territory. She is recognized for her proactive approach and analytical acumen developed across both Wall Street institutions and boutique investment platforms.
Eileen holds an MBA in Finance, Economics, and General Management from the University of Chicago Booth School of Business, a Bachelor of Arts & Bachelor of Science in Finance & History from Miami University, and completed a FinTech Short Course at Harvard Business School Online. She is active in the Women in Investing Network (WIN) and regularly shares insights on market trends, with a focus on sustainable investing and impact strategies. Her leadership in portfolio consulting and alternative asset allocation continues to shape outcomes for advisors and their clients throughout the Philadelphia investment community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calamos Investments | Vice President, Investment Consultant | Jul 2023 to Present | Calamos has been helping clients invest with a focus on risk management, offering unique research and perspectives on institutional, often inaccessible areas of the market, where a thoughtful, consult... |
| LoCorr Funds | Regional Vice President | Jan 2021 to Jul 2023 | Seeking a Better Way to Diversify |
| Bernstein Private Wealth Management | Vice President, Financial Advisor | May 2019 to Jan 2021 | I worked with motivated entrepreneurs, executives, professional athletes, and female founders to help them achieve self-actualization through how they plan and invest multi-generational wealth. It was... |
| Goldman Sachs | Vice President, Regional Director | Dec 2016 to Apr 2019 | Partnered with financial advisors to enhance their practice, grow & retain business, and positively impact end-clients' investment experience through Goldman Sachs solutions, seminars and other servic... |
| Goldman Sachs | Regional Director | Dec 2015 to Dec 2016 | — |
| Goldman Sachs | Regional consultant, Associate | Dec 2013 to Dec 2015 | — |
| Goldman Sachs | Regional Consultant, Senior analyst | May 2012 to Dec 2013 | Regional Consultants within the Advisor Sales Group, a part of Goldman Sachs Asset Management (GSAM), are responsible for calling on Financial Advisors and selling mutual funds. We profile advisors t... |
| Sg2 | Regional Sales Specialist | Oct 2010 to May 2012 | Sg2 is a mature, healthcare SaaS start-up providing business and clinical advice to the provider community via analytics, intelligence, and consulting. Successfully partnered with, created strategic s... |
| C.H. Robinson Worldwide, Inc. | National Sales Representative | Jun 2010 to Sep 2010 | — |
| C.H. Robinson | Account Executive | Jul 2008 to Jun 2010 | Effectively manage 10 accounts for a Senior Sales Rep, where responsibilities include executing transactions, quoting, analyzing market conditions to make bids, handling accounting & collections, soli... |
| J.P. Morgan | Analyst | Jun 2007 to Aug 2007 | Helping track productivity of Presentation and Production Group in North America, Asia and EMEA
Maximizing efficiencies in budgeting for different teams in the IB
Created productivity reports for uppe... |
| Citi | Summer analyst, Smith Barney Private Client Group | Jun 2006 to Aug 2006 | Liaise with mutual fund companies to collect competitive information to be made available to Financial Advisors.
Correct and confirm platform data to be updated with mutual fund companies.
Prepare a... |
Education
Harvard Business School Online
FinTech Short Course
2019 — 2019
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Economics, General Management
2014 — 2016
Miami University
Bachelor of Arts & Bachelor of Science, Finance & History
2004 — 2008
Glen Rock High School
2000 — 2004
Skills & Expertise
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 | |
D Doug Berman | Vice President - Senior Investment Consultant | Jupiter, FL , 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 |