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Simon Rebbechi
Vice President, Investment Consultant, Sustainable Strategies at Calamos Advisors LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calamos Investments | Vice President, Investment Consultant, Sustainable Strategies | Nov 2024 to Present | — |
| UBS | Executive Director | Jul 2010 to Aug 2024 | Advisory Sales |
| Merrill Lynch | Director | Jun 2008 to Jun 2010 | Australian Equity Sales |
| Merrill Lynch | Director | Jan 2005 to Jun 2008 | Asia Equity Sales |
| Merrill Lynch | Vice President | Jan 2001 to Dec 2004 | US Equity Sales |
| Merrill Lynch | Assistant Vice President | Jan 1999 to Dec 2000 | US Equity Sales |
| Macquarie Group | Analyst | Jan 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)
| 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 |