Calamos Wealth Management LLC

Calamos Wealth Management LLC es una empresa de responsabilidad limitada registrada en Delaware con 26 empleados, 22 de los cuales trabajan en roles de asesoramiento. Si bien se desconoce el número de clientes que atiende, su estado SEC figura como Aprobado, con una fecha de registro del 25 de abril de 2007.

• CALAMOS INVESTMENTS LLC

  SOLE MEMBER/MANAGER posee 75% o más

• DEREK MAURICE OLSEN

  SVP, CHIEF OF IT & OPERATIONS posee menos de 5%

• JACQUELINE ELIZABETH SINKER

  VP, CHIEF COMPLIANCE OFFICER posee menos de 5%

• JAMES FRANCIS BAKA

  EVP, PRESIDENT OF WEALTH MANAGMENT posee menos de 5%

• JERALD CHRISTOPHER JACKSON

  SVP, GENERAL COUNSEL & SECRETARY posee menos de 5%

• JOHN PETER CALAMOS SR.

  FOUNDER, CHAIRMAN & GLOBAL CO-CIO posee menos de 5%

• JOHN SPIRO KOUDOUNIS

  CHIEF EXECUTIVE OFFICER posee menos de 5%

• MICHAEL GEORGE KASSAB

  VP, CHIEF INVESTMENT OFFICER OF WEALTH MANAGEMENT STRATEGIES posee menos de 5%

• THOMAS EDWARD HERMAN

  CHIEF FINANCIAL OFFICER posee menos de 5%

• CALAMOS ASSET MANAGEMENT, INC.

  SOLE MANAGER/MEMBER

• CALAMOS FAMILY PARTNERS, INC.

  MEMBER posee 75% o más

• CALAMOS PARTNERS LLC

  MEMBER posee 75% o más

• JOHN P CALAMOS, TRUSTEE, UNDER THE JOHN P CALAMOS 1985 TRUST DATED AUGUST 21, 1985

  SHAREHOLDER posee más del 50% pero menos del 75%

• WILLIAM J TAKAHASHI

  MANAGER

• Rezny Wealth Management Inc
• LEFT Brain Wealth Management LLC
• Digiovine Hnilo Jordan & Johnson Financial Advisors Ltd
• Windrock Wealth Management LLC
• Lantz Financial LLC
• South Georgia Capital LLC
• Core Capital Solutions LLC
• Prudent MAN Advisors Inc
• Premise Capital LLC
• Fiduciary Financial Partners LLC

• Calamos Wealth Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Calamos Wealth Management's Q3 2022 vs. Q4 2022 13F Holdings: Which Stocks Rose and Which Fell?

• ISHARES TR CORE S&P500 ETF $123,438k
• ISHARES RUS $28,504k
• Apple Inc $25,361k
• MICROSOFT CORP $18,674k
• Amazon.com Inc $15,698k
• ISHARES TR S&P 500 VAL ETF $15,625k
• ALPHABET INC $14,095k
• Facebook Inc $13,894k
• JPMORGAN CHASE & CO $12,207k
• BAXTER INTL INC $10,047k