Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
3Roles supported by the sources cited on this profile
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Trustee and Chairman of Datum One Series Trust since 2020. Expert Affiliate with Bates Group, LLC providing financial services consulting and expert testimony. Previously Executive Vice President of The Northern Trust Company and President of Northern Funds. Has more than 25 years of experience in the financial services industry.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

Calamos Long/Short Equity & Dynamic Income Trust

2018-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

Calamos Long/Short Equity & Dynamic Income Trust

Open Calamos Long/Short Equity & Dynamic Income Trust profile →

Director at Calamos Long/Short Equity & Dynamic Income Trust

2018-01-01 → End not stated

current · source reported

Observed: 2026-09-17

Calamos Long/Short…Calamos Long/Short Equity & Dynamic Income TrustLloyd A. Wennlund

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingCPZ DEF 14A director slateSupports AI and ML experience, Board role, Committee assignments, Cybersecurity experience, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:lloyd-a-wennlund
Record version
public-0

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · Source reportedAI and ML experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Board membership · Source reportedServes on the board of Calamos Long/Short Equity & Dynamic Income Trust1 source
Verification
Source reported
Confidence
Not stated
Last reviewed
Not stated
Board role · Source reportedBoard role: Director1 source
Verification
Source reported
Confidence
92%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Committee assignments · Source reportedCommittee assignments: Audit, Governance, Valuation1 source
Verification
Source reported
Confidence
88%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Cybersecurity experience · Source reportedCybersecurity experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Technology background · Source reportedTechnology background: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

View all sources3 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

    Supports: AI and ML experience · Board role · Committee assignments · Cybersecurity experience · Technology background

  2. https://www.sec.gov/Archives/edgar/data/1717457/000110465925047185/tm2513924d3_def14a.htm

    Sec Proxy · Tier not stated · Reviewed Apr 28, 2026

    Supports: Director at Calamos Long/Short Equity & Dynamic Income Trust (NASDAQ: CPZ)

  3. https://www.sec.gov/Archives/edgar/data/1717457/000110465925047185/tm2513924d3_def14a.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership