Wealth Advisory – Miami

Joseph P. Nader

Managing Director – Sr. Wealth Advisor

Joseph Nader manages investment portfolios and relationships for select institutional, trust, endowment, foundation and high net worth clients in the Southeast Region of the United States, as well as with select non-U.S. based clients. Working with other members of the team, Joe represents the firm throughout the Southeast region and Latin America, meets with prospective clients, implements the firm’s wealth management strategies and delivers the full suite of firm services. Joe is also a member of Calamos Wealth Management’s Investment Committee and Business Strategy Committee. He joined the firm in 2015 and has more than 25 years of industry experience.

Prior to joining Calamos, Joe worked with organizations including Citibank, JPMorgan, Coral Gables Trust Company, and most recently Wescott Financial Advisory Group, LLC.

Joe is fluent in Spanish and earned a M.B.A. from American University in Washington, D.C. He has authored articles and participated in numerous roundtables and speaking engagements on subjects ranging from financial planning to investment management, and he also teaches analysis of Financial Instruments to students in Florida International University’s International M.B.A. program. Joe is a Member of the Board of Directors of the Miami Children’s Hospital Health System, and he is the Chair of the Hospital’s Investment Committee for 2015, entrusted with the oversight of the Hospital’s endowment and retirement plan assets. Additionally, he is a member of both the Hospital’s Finance Committee and Audit and Compliance Committee.