Calamos Wealth Management LLC
Legal Name: CALAMOS WEALTH MANAGEMENT LLC
Full Contact Details
Calamos Wealth Management LLC
2020 CALAMOS COURT, NAPERVILLE, IL
630.245.7200
630.245.6339
Other Info
Calamos Wealth Management LLC is a registered DE Limited Liability Company with 26 employees, 22 of whom work in advisory roles. While the number of clients it serves is unknown, its SEC status is listed as Approved, with a registration date of Apr 25, 2007.
Calamos Investments | Calamos Investments
Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS…
Direct Owners
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CALAMOS INVESTMENTS LLC
SOLE MEMBER/MANAGER owns 75% or more
-
DEREK MAURICE OLSEN
SVP, CHIEF OF IT & OPERATIONS owns less than 5%
-
JACQUELINE ELIZABETH SINKER
VP, CHIEF COMPLIANCE OFFICER owns less than 5%
-
JAMES FRANCIS BAKA
EVP, PRESIDENT OF WEALTH MANAGMENT owns less than 5%
-
JERALD CHRISTOPHER JACKSON
SVP, GENERAL COUNSEL & SECRETARY owns less than 5%
-
JOHN PETER CALAMOS SR.
FOUNDER, CHAIRMAN & GLOBAL CO-CIO owns less than 5%
-
JOHN SPIRO KOUDOUNIS
CHIEF EXECUTIVE OFFICER owns less than 5%
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MICHAEL GEORGE KASSAB
VP, CHIEF INVESTMENT OFFICER OF WEALTH MANAGEMENT STRATEGIES owns less than 5%
-
THOMAS EDWARD HERMAN
CHIEF FINANCIAL OFFICER owns less than 5%
Indirect Owners
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CALAMOS ASSET MANAGEMENT, INC.
SOLE MANAGER/MEMBER
-
CALAMOS FAMILY PARTNERS, INC.
MEMBER owns 75% or more
-
CALAMOS PARTNERS LLC
MEMBER owns 75% or more
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JOHN P CALAMOS, TRUSTEE, UNDER THE JOHN P CALAMOS 1985 TRUST DATED AUGUST 21, 1985
SHAREHOLDER owns more than 50% but less than 75%
-
WILLIAM J TAKAHASHI
MANAGER
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News
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