Wealth Advisory – New York

Kevin Morton

Investment Consultant

Kevin Morton is an Investment Consultant with Calamos Wealth Management and is responsible for the investment and relationship servicing of wealthy individuals, family offices, and foundations. He is part of the financial planning committee and helps clients with long term cash projections. Kevin joined Calamos in 2014 and has more than 10 years of experience with the financial markets.

Prior to joining Calamos, Kevin spent five years at BMO as a Wealth Analyst in their Private Banking/ Wealth Management division. Earlier in his career, he held roles at JPMorgan and Marriott International.

Kevin received a Bachelor of Science in Accounting from Aurora University and a Bachelor of Arts in Management from Western Illinois University and holds a Series 65 license.

Kevin lives in St. Charles, Illinois with his wife and two children. His interests include traveling, water skiing, snow skiing and trap shooting.