Wealth Advisory – Chicago

Mark Sagen, CFA®, AWMA®

Investment Consultant

Mark Sagen is an Investment Consultant with Calamos Wealth Management and is responsible for the investment and relationship servicing of wealthy individuals, family offices, foundations and endowments. He joined the firm in 2015 and has 10 years of industry experience.

Mark has earned his skills as a trusted advisor and resource in the wealth management industry through JP Morgan in New York and more recently CTC|myCFO in Chicago. His ultra-high net worth experience with families at CTC|myCFO, from both an investments and bank fiduciary viewpoint, lend perspective in dealing with the many unique issues that come with large personal wealth.

He earned his Bachelor of Science and Master of Business Administration from the West Virginia Wesleyan School of Business. Mark is a CFA charterholder and holds the Accredited Wealth Management Advisor designation, as well as a Series 65 license.