Directory

>

Eileen Ward

avatar

Eileen Ward

Vice President, Investment Consultant | Calamos Investments

Upper Providence Township, Pennsylvania, United States

View contact details (it's free)

Eileen Ward

Summary

Eileen Ward is a proactive Investment Consultant with extensive experience in the financial services industry, specializing in private markets and alternative investments. She has a strong focus on helping financial advisors optimize their clients' portfolios through innovative acquisition and retention strategies. With a background that spans various roles in prestigious firms like Goldman Sachs and Calamos Investments, Eileen has honed her skills in risk management, portfolio construction, and relationship management. Her educational credentials include an MBA from the University of Chicago Booth School of Business and a Fintech Short Course from Harvard Business School Online. Eileen's commitment to sustainability and impact investing reflects her dedication to aligning financial strategies with broader societal goals. She is known for her analytical skills and ability to adapt to changing market conditions, making her a valuable asset to any investment team.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Eileen Ward

Work Experience

company logo

Vice President, Investment Consultant at

Calamos Investments

July 2023 - Present

company logo

Regional Vice President at

LoCorr Funds

January 2021 - July 2023

company logo

Vice President, Financial Advisor at

Bernstein Private Wealth Management

May 2019 - January 2021

company logo

Vice President, Regional Director at

Goldman Sachs

December 2016 - April 2019

company logo

Regional Director at

Goldman Sachs

December 2015 - December 2016

company logo

Regional consultant, Associate at

Goldman Sachs

December 2013 - December 2015

company logo

Regional Consultant, Senior analyst at

Goldman Sachs

May 2012 - December 2013

company logo

Regional Sales Specialist at

Sg-2, LLC

October 2010 - May 2012

company logo

National Sales Representative at

C.H. Robinson Worldwide, Inc.

June 2010 - September 2010

šŸ’¼

Account Executive at

Robinson Land Surveying, Inc.

July 2008 - June 2010

company logo

Analyst at

J.P. Morgan

June 2007 - August 2007

šŸ’¼

Summer analyst, Smith Barney Private Client Group at

Citi

June 2006 - August 2006

Logos provided by Logo.dev

Eileen Ward

Education

Harvard Business School

January 2019 - January 2019

University of Chicago Booth School of Business, Master Of Business Administration (Mba)

January 2014 - January 2016

Miami University, Bachelor Of Arts & Bachelor Of Science

January 2004 - January 2008

Glen Rock High School

January 2000 - January 2004

Frequently Asked Questions about Eileen Ward

What is Eileen Ward email address?

Eileen Ward's primary email address is *****@locorrfunds.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Eileen Ward work for?

Eileen Ward is a Vice President, Investment Consultant at Calamos Investments, a company specializing in Functions related to depository banking.

Where Eileen Ward graduated from?

Eileen Ward holds a degree in Fintech Short Course from Harvard Business School.

How can I directly contact Eileen Ward?

To contact Eileen Ward directly, you can use the email address *****@locorrfunds.com. Complete contact information is available upon registration with Muraena.

Who is Eileen Ward?

Eileen Ward is a proactive Investment Consultant with extensive experience in the financial services industry, specializing in private markets and alternative investments. She has a strong focus on helping financial advisors optimize their clients' portfolios through innovative acquisition and retention strategies. With a background that spans various roles in prestigious firms like Goldman Sachs and Calamos Investments, Eileen has honed her skills in risk management, portfolio construction, and relationship management. Her educational credentials include an MBA from the University of Chicago Booth School of Business and a Fintech Short Course from Harvard Business School Online. Eileen's commitment to sustainability and impact investing reflects her dedication to aligning financial strategies with broader societal goals. She is known for her analytical skills and ability to adapt to changing market conditions, making her a valuable asset to any investment team.

Eileen`s contact details

mail

*****@locorrfunds.com

***********@goldmansachs.com

*****@calamos.com

Colleagues

avatar
Ryan Comfort Cfa

SVP, Senior Research Analyst

avatar
Sam Laptad Cfa

VP Senior Research Analyst

Sarah Quintanilla Sphr

Vice President, Human Resources

avatar
Scott Becker

SVP, Sr. Portfolio Specialist, Co-Head of Portfolio Specialists Group

avatar
Scott Brown Cfa

VP, Senior Research Analyst, Healthcare

avatar
Shawn Park Cfa Cfp

VP, Director of Product Research and Analytics

avatar
Paris Karasso

Managing Director

avatar
Philip Schafer Cpa

Vice President, Company and Investment Operations

avatar
Alex Wolf Cfa

VP, Senior Research Analyst

avatar
Frank Tirado Ms

Vice President, ETF Marketing

View Contact details (it's free)
Request Profile Removal