Stephen Perl

Stephen D. Perl

Vice President, Regional Director at Calamos Investments LLC

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2020 Calamos Court, Naperville, Illinois, United States
HQ Phone:
(630) 245-7200

General Information


Co-Director - Investment Managers and Advisors Alliance

Fidelity Family Office Services - Fidelity Investments


Board Member - Connecticut Appleseed

Family Member - 5th Street Advisors LLC

Recent News  

Board Of Directors - Connecticut Appleseed

Stephen D. Perl
Calamos Investments

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On Thursday the freshly-rebranded Investment Managers and Advisors Alliance revealed that Ken Gutwillig, Paul Leibowitz and Stephen Perl will serve as its board of directors, with Gutwillig at the helm as chairman.
The trio represent three different chunks of the mutual fund world: Gutwillig serves as chief investment officer and chief compliance officer at Financial Decisions, an RIA in Manhattan; Leibowitz presides over Leibowitz Communications, a marketing strategy firm, and is a managing director with web design agency Sugarspun Industries; and Perl, a Fidelity alum, recently took a regional director post with Calamos Investments. Gutwillig called the addition of Leibowitz and Perl "a real coup" for the reborn trade group.

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Ken Gutwillig, Stephen Perl and Paul Leibowitz, three veterans of the financial services world, have launched the Investment Managers and Advisors Alliance (IMAA).
Stephen Perl, a co-director of IMAA, is the New York and Connecticut regional director for Naperville, Ill.-based Calamos Investments.

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