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Melissa Ahern

Melissa Ahern

Regional Vice President, Senior Investment Consultant at Calamos Advisors LLC

San Rafael, CA , United States

About

Melissa Ahern is the Regional Vice President and Senior Investment Consultant at Calamos Investments, based in San Rafael, California. In this capacity, she is responsible for advising institutional and intermediary clients throughout her region, providing expertise on Calamos' diverse suite of investment strategies and developing tailored solutions that align with clients’ long-term objectives. Her role involves educating advisors and investors on portfolio construction and market trends while supporting business development initiatives.

Melissa’s investment focus encompasses a range of asset classes, notably including alternative strategies, convertible securities, equity growth, and multi-asset solutions, which are core offerings at Calamos Investments. She regularly collaborates with wealth managers, RIAs, and institutional investors, providing insight on sector allocations, risk management, and incorporating innovative products within portfolios.

With more than two decades of industry experience, Melissa previously held regional leadership roles at Russell Investments and served as an Investment Management Consultant at Janus Capital Group. She earned her Bachelor of Arts in International Studies from Dominican University of California, and is recognized for her client-centric approach and deep understanding of complex investment vehicles. Melissa’s career is marked by consistent contributions to client education and strategic asset allocation within the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Calamos InvestmentsRegional Vice President, Senior Investment ConsultantAug 2010 to Present
Responsible for building and enhancing valued client relationships, and for distributing our vast array of risk-managed investment solutions including mutual funds (both open and closed end), separate...
Russell InvestmentsRegional DirectorJan 2005 to Jun 2010
Responsible for relationship management, sales and service of company products through Russell's distribution partnerships.
Janus Capital GroupInvestment Management ConsultantOct 2003 to Dec 2004
Marketing and distribution of Janus products to Financial Advisors.
MFSRegional Vice PresidentJan 1993 to Jan 2003
Responsible for the marketing and distribution of the MFS family of mutual funds, annuities and separate accounts to financial advisors at major financial institutions.
American Finance GroupRegional Vice PresidentJan 1991 to Jan 1993
Responsible for capital-raising efforts in nine states. Active in developing the selling syndicate totaling over 100 broker/dealers. Conducted broker and client education seminars.

Education

Dominican University of California

Bachelor of Arts (B.A.), International Studies

Skills & Expertise

Separately Managed Accounts
Series 7
Series 63
Alternative Investments
Mutual Funds
ETFs
Asset Allocation
IRAs
Securities
Investments
Wealth Management Services
Capital Markets
Asset Managment
Portfolio Management
Strategic Financial Planning
Wealth
Financial Services
Investment Strategies
Series 65
FINRA
Wealth Management
Series 24
Bonds
Asset Management
Series 6
Uniform Combined State Law
401k
Retirement Planning
Investment Management
Morningstar
Hedge Funds
Retirement
Financial Advisory
Fixed Income
Equities
Fixed Annuities
High Net Worth Individuals
Variable Annuities
High Net Worth
Uniform Combined State
Business Development
Microsoft Excel
Management
Mfs
Separately Managed
Strategic Financial
Sales

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