Press Release: Calamos Wealth Management Appoints Joel Stults to Expanded Investment Team
12 January 2018
Naperville, IL; 12 January 2018 – Calamos Wealth Management, a full-service wealth advisory firm serving individuals, families and institutions, announced the promotion of Joel Stults to the role of Investment Analyst and member of Calamos Wealth Management Investment Team.
Stults is the third addition to the firm’s investment team within the past year. Jim Baka, President of Calamos Wealth Management, said, “Joel’s appointment represents the continuation of our focus on making dedicated investment expertise the foundation to what differentiates the Calamos Wealth Management offering. His talent for research and allocation analysis further extend the resources available to all our clients.”
As an Investment Analyst, Stults will implement investment strategies derived by the Calamos Wealth Management Investment Team within client portfolios, guiding both investment selections and asset allocations. He will work directly with Calamos Wealth Management Chief Investment Officer Michael Kassab on client portfolio analysis and attribution. Stults will also work with Cliff Aque, Investment Strategist, to research and conduct due diligence of third-party asset managers.
Previously, Stults served as an Investment Consultant, working with the firm’s Southeast Division. He joined Calamos in 2015, bringing experience in equities, fixed income and alternatives, having previously served for seven years as an Analyst in Credit Suisse’s Private Banking/Wealth Management division. Stults received a B.S. in Economics/Finance from McKendree University and an M.B.A. in Financial Analysis from DePaul University. He holds Series 7 and 66 licenses.
Stults is based in Calamos Wealth Management’s corporate headquarters in Naperville, Illinois.