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SR

Simon Rebbechi

Vice President, Investment Consultant, Sustainable Strategies at Calamos Advisors LLC

Norwalk, CT , United States

About

Simon Rebbechi is Vice President, Investment Consultant, Sustainable Strategies at Calamos Investments, based in Norwalk, CT. In this role, he spearheads client-facing sustainable investment solutions, advising institutional investors and financial intermediaries on integrating ESG and impact strategies within diversified multi-asset portfolios, including alternatives, fixed income, equity, and sustainable equity. His coverage specifically focuses on sustainable investing across asset classes such as liquid alternatives, multi-asset funds, and ESG-enhanced portfolios aimed at pension funds, foundations, endowments, and wealth management platforms.

Simon joined Calamos Investments in late 2024, following a distinguished career as Executive Director at UBS, where he led sustainable and international sales efforts across institutional and intermediary channels. Previously, he served as Director at Merrill Lynch, demonstrating expertise in global markets distribution and client advisory. Throughout his tenure at UBS and Merrill Lynch, Simon built a reputation for technical leadership in sustainable investment product development and strategic relationship management with leading investors.

Simon holds a Master of Science in Sustainability Management from Columbia University, as well as Bachelor of Economics and Bachelor of Laws degrees from The Australian National University. He is recognized for his thought leadership, contributing to industry education initiatives such as the US SIF "Fundamentals in Sustainable and Impact Investing" course. Simon's notable achievements include advancing ESG adoption and impact strategies within major asset management platforms, driving innovation at the intersection of sustainability, risk management, and capital markets.

Career History

OrganizationRoleDate RangeDetails
Calamos InvestmentsVice President, Investment Consultant, Sustainable StrategiesNov 2024 to Present
UBSExecutive DirectorJul 2010 to Aug 2024
Advisory Sales
Merrill LynchDirectorJun 2008 to Jun 2010
Australian Equity Sales
Merrill LynchDirectorJan 2005 to Jun 2008
Asia Equity Sales
Merrill LynchVice PresidentJan 2001 to Dec 2004
US Equity Sales
Merrill LynchAssistant Vice PresidentJan 1999 to Dec 2000
US Equity Sales
Macquarie GroupAnalystJan 1997 to Dec 1998
Australia Equity Sales

Education

Columbia University

Master of Science - MS, Sustainability Management

2022 2024

The Australian National University

Bachelor of Economics

The Australian National University

Bachelor of Laws

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