Relationship Management Team
Our clients enjoy ongoing support from a dedicated relationship management team. Each relationship manager serves as a bridge to all of Calamos’s resources. Our relationship managers will regularly update you on your portfolio, as well as on our investment team’s perspective. Our relationship management teams are extremely adept at handling transactional needs with speed, professionalism and the utmost integrity. Moreover, they are well versed in topics relating to wealth management, and pursue continuing education on an ongoing basis to enhance their skills and knowledge.
Calamos Wealth Management operates as an investment boutique within a global asset management firm. As such, our relationship managers will work with many individuals throughout our firm on your behalf, including investment management, trading, operations, IT and legal groups.
Our investment committee is one of the most important groups with which our relationship management team works. Led by our co-chief investment officers, our investment committee regularly meets to ensure your asset allocation aligns with our analysis of the market environment, its risks and opportunities. The result is an asset allocation solution that evolves and adapts in response to each clients’ needs and the changing investment landscape.
Security selection and ongoing portfolio monitoring is handled by a Calamos team comprising more than 50 investment professionals,* including a dedicated risk management group. The Calamos investment team is responsible for research and analysis, portfolio construction, trading and portfolio administration. This group benefits from a very high level of stability at both the chief investment officer and senior analyst levels. More than 20 members of the team are CFA charterholders.*
Wealth Strategies Team
Wealth management is about more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth. Because of this, our team includes a wealth strategies group, who consult with clients on a breadth of subjects, including estate planning and tax planning, as well as other topics.