Wealth Strategy Committee

Terry LaBant, JD, AIF®

Vice President – Sr. Wealth Strategist

Terry LaBant is a Senior Wealth Strategist for Calamos Wealth Management. Terry focuses primarily on transfer tax and corporate planning for entrepreneurs, professionals, executives and their families. He coordinates the multigenerational distribution of family and closely‐held business wealth on a tax‐ advantaged basis. This strategic planning is designed to minimize, postpone or eliminate tax events and to preserve creditor protection whenever possible. He joined the firm in 2011 and has more than 20 years of financial, tax, compliance and wealth transfer planning experience.

During his career as an attorney and estate planning professional, Terry established a practice centered in the areas of trusts and estates. Terry also developed a significant practice establishing and administering public charities, private foundations and other tax‐exempt entities.

Terry earned his B.A., summa cum laude, from John Carroll University and his J.D. from Northwestern University School of Law. He often speaks on various topics relating to his areas of expertise and trains professionals in the areas of estate planning and charitable planned giving.