Wealth Management

  • Overview

    Calamos Wealth Management LLC is a SEC-Registered Investment Adviser providing investment advisory, asset management, wealth planning, peer networking and education programs to affluent families, foundations, family offices and institutions.

    By integrating and overseeing our services with those of our client's outside providers, Calamos Wealth Management helps clients arrive at the most comprehensive, dynamic solutions for meeting their current needs, achieving their long-term goals, and supporting their legacy.

  • Our Difference

    We are differentiated in the marketplace by providing wealth management services delivered with the personalized attention of a boutique family office while leveraging the vast resources, track-record, experience and intellectual capital of our global investment firm.

    • Our firm is backed by the capital and resources of a $26.5 Billion* global firm, the insight and wisdom of proven investors, and the expertise and attention of a tenured staff.
    • Our investment committee invests side-by-side with our clients and is comprised of experienced and successful investors who are principals of family controlled and publicly traded companies, advisory members of prominent endowments and foundations, and owners of substantial personal wealth.
    • We implement our clients' asset allocation through a combination of Calamos Advisor LLC offerings and solutions provided by carefully selected independent third party investment managers providing flexible, opportunistic and risk-managed portfolios for clients' global asset allocation needs.
    • Our firm offers its investors full transparency and is part of a publicly traded company which maintains its alignment with client interests by being majority-owned by Calamos interests.

    *Assets Under Management of $24.4 Billion as of June 30, 2015.

  • Our Founder
    John P. Calamos, Sr.

    During a distinguished investment career spanning more than 40 years, John P. Calamos, Sr. has provided investors with innovative strategies for building and protecting wealth over market cycles. The roots of Calamos Wealth Management trace back to the difficult markets of the 1970s, when John developed breakthrough strategies which utilized convertible bonds to manage risks and enhance return potential. Convertibles were little known at the time, but John recognized the potential of these hybrid securities, which combined features of stocks and bonds.

    However, John's investment experience began far earlier. The son of a Greek immigrant, John grew up in Chicago, where he worked in his family's grocery store. When he was in his teens, he became interested in investing and convinced his parents to entrust him with a portion of their hard-earned nest egg. From these early days, John understood that his investment decisions carried with them great responsibility. He saw firsthand the effort that went into earning this money, and knew the implications of losing it.

    John's belief in the value of teamwork was solidified during his service as a member of the U.S. Air Force where he flew 900 combat missions during the Vietnam War, ultimately earning the rank of Major and a Distinguished Flying Cross. His early career molded Calamos Wealth Management's belief in teamwork.

    John's experience in the military also solidified his belief in being prepared and disciplined. His philosophy is that certain risks cannot be avoided, but through preparedness and discipline, they can be understood and managed. This philosophy has been a hallmark of our approach to help clients build and preserve wealth over the long term.

    Following his military service, John embarked on a career in investment management and research. Guided by entrepreneurial vision, he established his own company in 1977, which grew into a diversified global investment firm with capabilities in convertibles, equities, fixed-income and alternatives.

    In 2004, John took his firm public as Calamos Asset Management, Inc. (Nasdaq: CLMS). As chairman, chief executive officer and co-chief investment officer, he remains fully involved in the day-to-day and strategic operations. As a member of the Wealth Management Investment Committee, he participates in the portfolio oversight of clients and is actively involved with ongoing communication.

    John received his undergraduate degree in Economics and M.B.A. in Finance from the Illinois Institute of Technology. A well-recognized pioneer in risk-management strategies, he is the author of two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis Rewards, along with numerous articles in various financial journals. He is often quoted in the press and appears on television.

    John is an active philanthropist and committed to promoting education. He is a member of the Boards of Trustees of Illinois Institute of Technology and Benedictine University and is a member of the Board of Directors for the National Hellenic Museum in Chicago. He has been honored for his lifetime contributions by the Hellenic Bar Association.