About
Grant Potratz is a Research Associate at Calamos Investments in Chicago, Illinois, where he supports senior analysts in conducting fundamental analysis and monitoring portfolio positions. His responsibilities include delivering research insights across various sectors to inform investment decisions, with a particular focus on equity and multi-asset strategies.
Prior to joining Calamos, Grant served as a Research Intern at Canterbury Consulting and held an analyst role at Potratz Recruiting, Inc., where he developed expertise in data analysis and quantitative research. This background has equipped him with a strong foundation in investment research and market evaluation.
Grant holds a Bachelor of Arts in Economics with a specialization in Quantitative Analysis from San Diego State University, which underpins his analytical approach to investment research. He has demonstrated a commitment to rigorous analysis, supporting Calamos Investments' efforts across public equities and related investment sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calamos Investments | Research Associate | Aug 2021 to Present | -Support the Senior Analyst in covering the Healthcare sector for the firm's U.S convertible and equity strategies, mainly the Calamos Convertible Fund (CCVIX) and the Calamos Growth & Income Fund (CV... |
| Canterbury Consulting | Research Intern | Jun 2021 to Aug 2021 | Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educa... |
| Potratz Recruiting, Inc. | Research Analyst | May 2020 to May 2021 | -Assist Intellectual Property attorney with detailed valuation materials for patents. -Match qualified associate attorneys across practice areas with AmLaw 200 job openings across the country. -Assist... |
| STONEBRIDGE FINANCIAL ADVISORS LLC | Equity Research Analyst | Jun 2017 to May 2021 | -Utilize OLS to estimate MLR models in order to perform analysis on macroeconomic data -Portfolio allocation modeling -Securities Analysis |
| OnTheBlock.com | Research Assistant | Apr 2020 to May 2020 | — |
Education
San Diego State University
Bachelor of Arts - BA, Economics with a Specialization in Quantitative Analysis
2017 — 2020
Laguna Beach HIGH School
2013 — 2017
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 |
 | 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 |
 | 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 |