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Keith Kirkpatrick

Vice President - Investment Consultant Upper Midwest at Calamos Advisors LLC

Granger, IN , United States

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

OrganizationRoleDate RangeDetails
Calamos InvestmentsVice President - Investment Consultant Upper MidwestJan 2022 to Present
Calamos InvestmentsAssociate Vice President - Investment Consultant NortheastSep 2016 to Jan 2022
Calamos InvestmentsInvestment ConsultantFeb 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 GroupDirector of Retail Operations - University of Notre DameJul 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 GroupRegional Sales ManagerNov 1998 to Jul 2006
Follett Higher Education GroupSenior Financial AnalystJan 1997 to Jan 1998
Clark Refining and MarketingDistrict Sales ManagerJan 1993 to Jan 1997
Clark Refining and MarketingStaff AccountantJan 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)

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
Eileen Ward
Eileen Ward
Vice President, Investment ConsultantPhiladelphia, PA , 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
Showing 1-10 of 44 team members