![Lloyd Wennlund](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Net worth: 190 938 $ as of 30/06/2026
Lloyd A. Wennlund is Chairman at Datum One Series Trust since 2020.
Trustee at Bates Group LLC since 2018.
Trustee at Calamos Global Convertible & Dynamic Income Trust since 2021.
Independent Trustee at Calamos Convertible Opportunities & Income Fund, Calamos Strategic Total Return Fund, Calamos Convertible & High Income Fund, Calamos Global Total Return Fund, Calamos Global Dynamic Income Fund, and Calamos Long since 2018.
Trustee at Calamos Dynamic Convertible & Income Fund since 2018.
Former Director at The Salvation Army from 2011 to 2019.
Director at Northern Trust Investments, Inc. from 1998 to 2017.
President & Head-Business Unit at Northern Funds and Northern Institutional Funds from 1994 to 2017.
Member-Governors Board at Investment Company Institute and Securities Industry & Financial Markets Association, Inc. from 2004 to 2017.
Executive Vice President at The Northern Trust Co. from 1989 to 2017.
Trustee at Expert Affiliates LLC.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 31/03/2026 | 5,672 ( 0.01% ) | 76 232 $ | 30/06/2026 | |
| 31/03/2026 | 5,320 ( 0.01% ) | 72 458 $ | 30/06/2026 | |
| 31/03/2026 | 3,230 ( 0.02% ) | 42 248 $ | 30/06/2026 |
| Companies | Position | Start |
|---|---|---|
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Director/Board Member | 01/01/2018 |
| CALAMOS GLOBAL TOTAL RETURN FUND | Director/Board Member | 01/01/2018 |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Director/Board Member | 01/01/2018 |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Director/Board Member | 01/01/2018 |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Director/Board Member | 01/01/2018 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Director/Board Member | 01/01/2018 |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Director/Board Member | 01/01/2018 |
Bates Group LLC
 Bates Group LLC Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services | Director/Board Member | 01/01/2018 |
Datum One Series Trust
 Datum One Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Chairman | 01/03/2020 |
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Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 18 |
|---|---|
Northern Funds
 Northern Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Northern Institutional Funds
 Northern Institutional Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts | Commercial Services |
Calamos Convertible Opportunities & Income Fund
 Calamos Convertible Opportunities & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Strategic Total Return Fund
 Calamos Strategic Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Convertible & High Income Fund
 Calamos Convertible & High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Global Total Return Fund
 Calamos Global Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Global Dynamic Income Fund
 Calamos Global Dynamic Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Dynamic Convertible & Income Fund
 Calamos Dynamic Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Calamos Long/Short Equity & Dynamic Income Trust
 Calamos Long/Short Equity & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The Salvation Army
 The Salvation Army Miscellaneous Commercial ServicesCommercial Services Operates church and charitable organizations | Commercial Services |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Operates a lobbying association for the financial services industry | Commercial Services |
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
Bates Group LLC
Bates Group LLC Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services | Commercial Services |
Northern Trust Investments, Inc.
 Northern Trust Investments, Inc. Regional BanksFinance Operates as a non-depository trust institution | Finance |
Datum One Series Trust
Datum One Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Miscellaneous |
Expert Affiliates LLC
 Expert Affiliates LLC Advertising/Marketing ServicesCommercial Services Provides marketing services | Commercial Services |
Calamos Global Convertible & Dynamic Income Trust
 Calamos Global Convertible & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
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