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Stephen Perl, CIMA®

Stephen Perl, CIMA®

Business Development

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  • Timeline

  • About me

    SVP/Senior Wealth Advisor at Calamos Wealth Management

  • Education

    • Norfeldt

      1970 - 1975

    • University of Vermont

      1982 - 1986
      B.S. Business Administration

    • The Loomis Chaffee School

      1978 - 1982

  • Experience

    • VISONIC LIMITED

      May 1986 - Apr 1992
      Business Development

      Designer and manufacturer of high tech equipment for security systems.

    • INFORMATION SOFTWARE

      Feb 1992 - May 1993
      Businesss Development

      Logistics software

    • Checkfree -APL

      Jan 1993 - Jan 1997
      VP Business Dev

      Provider of performance measurement technologies to registered investment advisors (RIAs) and broker dealers.

    • Fidelity Family Office Services

      Nov 1997 - May 2008

      Worked with single family offices and ultra high net worth individuals providing brokerage, technology and client services.

      • VP Business Development

        Aug 2006 - May 2008

      • VP Business Development

        Nov 1997 - Aug 2006

    • Calamos Wealth Management

      Sept 2008 - now
      SVP, Senior Wealth Advisor

      We work with individuals and families as well as family offices, endowments, foundations and other organizations.

  • Licenses & Certifications

    • Finra

      FINRA
      May 2019

    • CIMA

      Investments & Wealth Institute

    • Investments & Wealth Institute Member

      Investments & Wealth Institute
      Apr 1995
      View certificate certificate