Thomas Herman
Director of Finance/CFO chez CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND
Fortune : 677 711 $ au 31/03/2024
Profil
Thomas Edward Herman is currently the Chief Financial Officer & Executive Vice President at Calamos Asset Management, Inc. He also holds the position of Chief Financial Officer & Vice President at Calamos Convertible Opportunities & Income Fund, Calamos Convertible & High Income Fund, Calamos Strategic Total Return Fund, Calamos Global Total Return Fund, Calamos Dynamic Convertible & Income Fund, Calamos Wealth Management LLC, Calamos Investments LLC, Calamos Global Dynamic Income Fund, Calamos Long, and Calamos Global Convertible & Dynamic Income Trust.
In the past, Mr. Herman served as the Chief Financial Officer & Treasurer at Ariel Investments LLC from 2004 to 2009.
He then worked as the Chief Financial Officer at Harris Associates LP from 2010 to 2016.
Prior to that, he was the Regional Finance Manager at Otis Elevator Co. from 1991 to 2003 and a Senior Engineer at The Pratt & Whitney Co., Inc. from 1983 to 1988.
Mr. Herman completed his undergraduate degree at Cornell University in 1983.
He later earned an MBA from The University of North Carolina at Asheville in 1991 and a graduate degree from Keller Graduate School of Management in 2003.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
Calamos Aksia Alternative Credit Fund
inf% | 19/12/2023 | 63 935 ( inf% ) | 677 711 $ | 31/03/2024 |
Postes actifs de Thomas Herman
| Sociétés | Poste | Début |
|---|---|---|
| CALAMOS ASSET MANAGEMENT, INC | Director of Finance/CFO | 30/06/2016 |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Director of Finance/CFO | 01/01/2019 |
| CALAMOS GLOBAL TOTAL RETURN FUND | Director of Finance/CFO | 01/08/2019 |
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Director of Finance/CFO | 01/01/2019 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Director of Finance/CFO | 01/08/2019 |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Director of Finance/CFO | 01/08/2019 |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Director of Finance/CFO | 01/01/2019 |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Director of Finance/CFO | 01/01/2019 |
Calamos Wealth Management LLC
 Calamos Wealth Management LLC Investment ManagersFinance Part of Calamos Family Partners, Inc., Calamos Wealth Management LLC provides advisory and wealth management services. The private company is based in Naperville, IL. The company was founded by John Peter Calamos. John Spiro Koudounis has been the CEO of the company since 2016. | Director of Finance/CFO | 01/01/2016 |
| ░░░░░░░ ░░░░░░░░░░░ ░░░ | ░░░░░░░░ ░░ ░░░░░░░░░░░ | ░░░░░░░░░░ |
Anciens postes connus de Thomas Herman
| Sociétés | Poste | Fin |
|---|---|---|
| ░░░░░░ ░░░░░░░░░░ ░░ | ░░░░░░░░ ░░ ░░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░ ░░░░░░░░░░░ ░░░ | ░░░░░░░░ ░░ ░░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░ ░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
Formation de Thomas Herman
| Cornell University | Undergraduate Degree |
| The University of North Carolina at Asheville | Masters Business Admin |
| Keller Graduate School of Management | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 15 |
|---|---|
Ariel Investments LLC
 Ariel Investments LLC Investment ManagersFinance Ariel Investments LLC (Ariel) is a SEC-registered investment advisor and fund management firm headquartered in Chicago, Illinois. The firm was founded by John W. Rogers, Jr. in 1983 and is a subsidiary of ACMI, Inc. Ariel provides investment management services to a variety of individual and institutional clients in the US. The firm also serves institutional separate account clients in Canada and offers certain separate account products to professional investors in Australia and Asia. | Finance |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
Calamos Asset Management, Inc.
 Calamos Asset Management, Inc. Investment Banks/BrokersFinance Calamos Asset Management, Inc. is an investment management company, which engages in the provision of equity, fixed-income, convertible, and alternative investment strategies. It serves institutions and individuals via separately managed accounts and open-end and closed-end funds. The company was founded by John P. Calamos on July 23, 2004 and is headquartered in Naperville, IL. | Finance |
Calamos Convertible Opportunities & Income Fund
 Calamos Convertible Opportunities & Income Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Convertible Opportunities & Income Fund operates as a closed-end investment fund/investment trust. It seeks total return through capital appreciation and current income by investing in a diversified portfolio of convertible securities and high yield fixed income securities. The company was founded on April 17, 2002 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Convertible & High Income Fund
 Calamos Convertible & High Income Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Convertible & High Income Fund operates as a closed-end investment fund. It seeks total return through capital appreciation and current income by investing in a diversified portfolio of convertible securities and high yield corporate bonds. The company was founded on March 12, 2003 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Strategic Total Return Fund
 Calamos Strategic Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Strategic Total Return Fund operates as a Closed-End Investment Fund/Investment Trust. The Fund seeks total return through a combination of capital appreciation and current income by investing in a diversified portfolio of equities, convertible securities and high yield corporate bonds. Its investment services are provided through Calamos Advisors LLC. The company was founded on December 31, 2003 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Global Total Return Fund
 Calamos Global Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Global Total Return Fund operates as a diversified, closed-end management investment company. It seeks total return through a combination of capital appreciation and current income by investing in a portfolio of equities, convertible securities, and high yield corporate bonds. The company was founded on March 30, 2004 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Dynamic Convertible & Income Fund
 Calamos Dynamic Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Dynamic Convertible & Income Fund is a closed-end management investment company which engages in the provision of total return through a combination of capital appreciation and current income. The company was founded on March 11, 2014 and is headquartered in Chicago, IL. | Miscellaneous |
Otis Elevator Co.
 Otis Elevator Co. Building ProductsProducer Manufacturing Otis Elevator Co. manufactures and maintains elevators, escalators, and moving walkways. The company also offers maintenance and monitoring services to its customers through network of branch offices and service centers. Its products include Gen2, HdroFit, SkyRise and SkyBuild. The company was founded in 1853 and is headquartered in Farmington, CT. | Producer Manufacturing |
The Pratt & Whitney Co., Inc.
 The Pratt & Whitney Co., Inc. Aerospace & DefenseElectronic Technology The Pratt & Whitney Co., Inc. designs, manufactures, and services aircraft engines and auxiliary power units. It offers commercial engine, military engine, and auxiliary power units. The company was founded by Frederick Rentschler in 1925 and is headquartered in East Hartford, CT. | Electronic Technology |
Calamos Wealth Management LLC
Calamos Wealth Management LLC Investment ManagersFinance Part of Calamos Family Partners, Inc., Calamos Wealth Management LLC provides advisory and wealth management services. The private company is based in Naperville, IL. The company was founded by John Peter Calamos. John Spiro Koudounis has been the CEO of the company since 2016. | Finance |
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Finance |
Calamos Global Dynamic Income Fund
 Calamos Global Dynamic Income Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Global Dynamic Income Fund operates as a diversified, closed-end management investment company. It provides a level of current income with a secondary objective of capital appreciation. The company was founded on April 10, 2007 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Long/Short Equity & Dynamic Income Trust
 Calamos Long/Short Equity & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Calamos Long/Short Equity & Dynamic Income Trust is a diversified and closed-end management investment company, which engages in the business of seeking to provide current income and risk-managed capital appreciation. The firm is also involved in providing hedged market exposure through time-tested global long and short equity strategy. The company was founded on September 21, 2017 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Global Convertible & Dynamic Income Trust
 Calamos Global Convertible & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Calamos Global Convertible Dynamic Income Trust is a closed-end mutual fund that engages in the provision of management investment services. Its objective is to seek total return. The fund was founded on July 1, 2021 and is headquartered in Naperville, IL. | Miscellaneous |
