Wealth Advisory – New York

Mike Kassab, CFA®, CPA®

Chief Investment Officer

Michael Kassab serves as the Chief Investment Officer for Calamos wealth management strategies. In this role, he oversees clients’ asset allocation and investment needs. Michael also sits on the Wealth Management Investment Committee. He joined the firm in 2014 and has 20 years of industry experience.

Michael is known for his thoughtful and team-oriented approach to ensuring clients’ portfolios align with their goals and risk tolerances, as well as his insightful analysis of the market environment, its risks and opportunities.

Prior to joining Calamos, Michael spent five years at Credit Suisse as Director of U.S. Investment Strategy and as a Director within the Private Banking division. Earlier in his career, he served as a Portfolio Manager at Dover Investment Management, and as a senior analyst at Gabelli Asset Management.

Michael earned a B.S. in Accounting and Economics from Fairfield University and an M.B.A. in Finance from Columbia University. He also holds Series 7, 24 and 63 licenses. Michael lives with his wife and two children and enjoys travel, sports and community service.