What a beautiful day to host the annual Calamos Open, where Calamos executives and Wealth Management clients gathered for a round of golf and dinner event. Our President and CEO John Koudounis offered opening remarks, followed by views into the market and wealth planning, delivered by Chief Investment Officer Jon Adams, CFA and Chief Wealth Strategist John Campbell, JD, CLU. Calamos Chairman, Founder & Global Chief Investment Officer John P. Calamos, Sr. started the Calamos Open years ago to cultivate deeper relationships with clients.
Calamos Wealth Management
Financial Services
Naperville, IL 2,212 followers
Customized wealth management solutions drawing on Calamos Investments' nearly 50 years of investment experience.
About us
Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a cohesive legacy that reflects personal values and objectives. Our approach addresses more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth. In addition to a dedicated wealth advisor, our team includes wealth strategists, service professionals, and a chief investment officer who combine their experience and knowledge to solve for our clients’ most complex needs. These can include estate planning, tax planning, generational wealth transfer, and selling a business, as well as any other challenges that may impact the achievement of their financial goals. Important disclosures: http://bit.ly/39ExSuR
- Website
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http://www.calamos.com/wm
External link for Calamos Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Naperville, IL
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Investment management, wealth preservation, services to support family offices, specialized advisory services, financial advisory, wealth planning, estate planning, risk management, and tax planning
Locations
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Primary
Get directions
2020 Calamos Court
Naperville, IL 60563, US
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Get directions
50 Rockefeller Plaza
Suite 1600
New York, 10020, US
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Get directions
220 Alhambra Circle
Suite 700
Coral Gables, FL 33134, US
Employees at Calamos Wealth Management
Updates
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This #NationalInternDay, we celebrate our largest intern class in Calamos history — where in the world are they from? Let us take you for a spin... #CalamosCareers
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“A transformative time for Calamos,” remarks our President & CEO John Koudounis at last week’s firm-wide Town Hall. Teams gathered from across the country to hear Calamos’ long-term growth strategy and plans. The nexus of the event: The unveiling of Calamos’ new brand narrative constructed by world-renowned brand strategist, Peter Economides, who has led some of the world’s most iconic brands like Apple and Coca-Cola. The narrative captures the essence of our firm’s history and will be integrated and introduced to the markets over the coming months. An exciting time for Calamos!
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Calamos Wealth Management Advisors gathered from across the country last week for our annual Mid-Year Meeting. They listened to President & CEO John Koudounis celebrate past achievements and reinforce priorities for the year ahead. Calamos CIOs reviewed the markets and wealth management trends, and the team capitalized on their time together to share peer-to-peer insights designed to deliver excellence to our clients. An amazing week and we look forward to the latter half of ‘24 and beyond.
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At Calamos, we believe in investing in our communities through our Calamos Cares program. Watch to learn what #CalamosCares means to our summer interns. #CalamosCareers
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Calamos is committed to providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset & wealth management industry. We are proud to participate in Diversity Project North America’s Rising Star Program and announce that our very own Nii Ayi has been chosen as a 2024 Rising Star! Learn more at https://okt.to/XcAyTM #CalamosCareers #CalamosCares
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Taking a customized approach to building our portfolios is at the backbone of what we do. Jon Adams, CFA, chief investment officer, discusses our current positioning and how we tailor each portfolio to individual needs in Wealth Management: https://okt.to/TeujQ5
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The economy was resilient during the first half of 2024, but will that continue in the second half? Chief Investment Officer Jon Adams and Chief Wealth Strategist John Campbell discuss the potential market dynamics, tax implications, and effective positioning strategies, all while factoring in the variable of the upcoming election. Watch now: https://okt.to/FCjiaB
Watch 2024 Mid-Year Investment and Planning Outlook
wm.calamos.com
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Diversification remains an important theme as the concentration in the S&P 500 continues to rise. The roller coaster ride of the market's expectations of Fed Rate cuts persists, and we dive into what the second half of the year might hold. Read more here: https://okt.to/LMmOZE
Quarterly Market Commentary - Q2 2024
wm.calamos.com