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Eileen Ward

Eileen Ward

Vice President, Investment Consultant at Calamos Advisors LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Calamos InvestmentsVice President, Investment ConsultantJul 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 FundsRegional Vice PresidentJan 2021 to Jul 2023
Seeking a Better Way to Diversify
Bernstein Private Wealth ManagementVice President, Financial AdvisorMay 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 SachsVice President, Regional DirectorDec 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 SachsRegional DirectorDec 2015 to Dec 2016
Goldman SachsRegional consultant, AssociateDec 2013 to Dec 2015
Goldman SachsRegional Consultant, Senior analystMay 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...
Sg2Regional Sales SpecialistOct 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 RepresentativeJun 2010 to Sep 2010
C.H. RobinsonAccount ExecutiveJul 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. MorganAnalystJun 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...
CitiSummer analyst, Smith Barney Private Client GroupJun 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

Portfolio Construction
Sales
Investments
Finance
Business Development
Account Management
Portfolio Management
Marketing
Analysis
Strategy
Equities
Risk Management
Alternative Investments
Analytical Skills
Healthcare
Trading
Series 63
Mutual Funds
Consulting
History
Market Research
Financial Services
Capital Markets
Wealth Management
Securities
Due Diligence
Asset Management
Fixed Income
Management
Leadership
Customer Service
Cold Calling
New Business Development
RIAs
Impact Investing
Broker-Dealer
Relationship Management
Series 7
Liscenses

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
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