Wealth Advisory – Chicago

Mohini McCormick, CFP®

Vice President, Sr. Wealth Advisor

Mohini McCormick is a Senior Wealth Advisor with Calamos Wealth Management. She assists clients and their families in simplifying their financial complexities through a comprehensive and holistic approach to wealth management, driven by investment advisory, wealth planning and risk management. She joined Calamos in 2013 and has more than 20 years of experience in the financial services industry.

Previously, Mohini was a Wealth Management Advisor at Fifth Third Private Bank. Prior to that, she spent many years with Lehman Brothers Private Client Group, where she worked with both high net worth and institutional clients.

Mohini received her Bachelor of Science in Finance from Purdue University. Additionally, she earned her Master of Business Administration in Finance, with distinction, from the Kellstadt Graduate School of Business at DePaul University. She is a Certified Financial Planner(TM) and also holds Series 7, 63, and 65 licenses.

Mohini lives in Clarendon Hills with her husband and three children, and she enjoys cooking, travel and sports.