About
Joe Wysocki is Senior Vice President and Portfolio Manager at Calamos Investments, based in Naperville, IL. He is responsible for portfolio management and investment research across a range of mutual funds, exchange-traded funds, and separate accounts, and is especially recognized for co-managing the Calamos Convertible Fund. He has developed deep expertise in the US convertible securities market, as well as substantial experience in both equity and credit research, employing a risk-managed approach that often focuses on sectors influenced by emerging technologies including artificial intelligence.
Joe joined Calamos Investments in 2003 as an analyst and rose to portfolio management positions in 2007. Before Calamos, he worked at Strong Capital Management as part of the fixed income team, and began his career supporting portfolio operations for Strong Investments. This tenure reflects more than two decades of specialized work in asset management, with an emphasis on convertible securities and multi-asset strategies.
Mr. Wysocki holds a BA in Economics with a minor in Computer Science from Lake Forest College and an MBA from Northern Illinois University. As a CFA charterholder, he has contributed to strong fund performance and thought leadership in convertible strategies, positioning himself as a recognized authority in the convertible asset class.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calamos Investments | SVP, Portfolio Manager | Feb 2007 to Present | Current responsibility is Co-PM of convertible related products at Calamos Investments. Held multiple roles since becoming senior member of Investment Team in '07 including directing all Technology r... |
| Calamos Investments | Analyst | Oct 2003 to Feb 2007 | Assist Senior Analysts / Co-Portfolio Managers in the day-to-day management and analysis of investments across multiple economic sectors; generalist approach covering Technology, Materials, Consumer a... |
| Strong Investments | Portfolio Support | May 2000 to Oct 2003 | Back/middle office support primarily for the firms Fixed Income Team |
Education
Northern Illinois University
2006 — 2011
Lake Forest College
1996 — 2000
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 |
| 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 |