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Keith Kirkpatrick
Vice President - Investment Consultant Upper Midwest at Calamos Advisors LLC
About
Keith Kirkpatrick serves as Vice President – Investment Consultant Upper Midwest at Calamos Investments, operating out of Granger, Indiana. In this capacity, he partners with financial advisors and institutional clients across the Upper Midwest, offering tailored investment solutions and supporting portfolio construction strategies for clients. His responsibilities include client engagement, product education, and regional business development.
Keith specializes in the distribution and consultation of Calamos’ actively managed mutual funds and alternative investment products, with a specific focus on liquid alternatives, global equity, convertible securities, and multi-asset strategies within the Upper Midwest region. Throughout his tenure at Calamos Investments, he has served in roles covering the Northeast and broader U.S. territories, gaining expertise across multiple sectors and asset classes relevant to Calamos’ lineup.
He holds a Master of Business Administration from Gannon University and a Bachelor of Science in Accounting from Edinboro University of Pennsylvania. With over a decade at Calamos Investments, Keith is recognized for his deep product knowledge, consultative client approach, and dedication to helping advisors navigate complex market environments using differentiated investment vehicles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calamos Investments | Vice President - Investment Consultant Upper Midwest | Jan 2022 to Present | — |
| Calamos Investments | Associate Vice President - Investment Consultant Northeast | Sep 2016 to Jan 2022 | — |
| Calamos Investments | Investment Consultant | Feb 2014 to Sep 2016 | My external partners and I were responsible for building and enhancing client relationships and for the distribution of Calamos' risk managed investment solutions. We provided consultative asset alloc... |
| Follett Higher Education Group | Director of Retail Operations - University of Notre Dame | Jul 2006 to Dec 2013 | Directed the retail operations contract for the University of Notre Dame in partnership with University Executives, and a corporate support structure. In this capacity, I supervised 18 management posi... |
| Follett Higher Education Group | Regional Sales Manager | Nov 1998 to Jul 2006 | — |
| Follett Higher Education Group | Senior Financial Analyst | Jan 1997 to Jan 1998 | — |
| Clark Refining and Marketing | District Sales Manager | Jan 1993 to Jan 1997 | — |
| Clark Refining and Marketing | Staff Accountant | Jan 1992 to Jan 1993 | — |
Education
Gannon University
Master of Business Administration
1990 — 1992
Edinboro University of Pennsylvania
Bachelor of Science, Accounting
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 | |
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 |