METRO CHICAGO, Ill., June 5, 2023
/PRNewswire/ -- Calamos Investments announced the addition of two
senior executives to further provide Calamos Wealth Management
clients with sophisticated portfolio strategies and customized
wealth management solutions. Jon
Adams joins as SVP Chief Investment Officer, Wealth
Management and John Campbell joins
as SVP Chief Wealth Strategist, Head of Wealth Planning and Trust
Services. Based in metro Chicago,
the pair will report to Joe
Weidenbach, who was hired as Head of Calamos Wealth
Management in October 2022.
"As part of our strategic growth strategy, we continue to invest
deeply in our Wealth Management business," said John Koudounis, President and CEO of Calamos
Investments. "I'm confident that Jon and John will provide
additional firepower to our leadership team so that we can provide
our trusted and sophisticated clients the solutions needed to
address their most complex planning challenges."
Adams, a CFA with more than two decades of investment experience
in multi-asset portfolio management, was most recently in the
"Global Wealth at Work" vertical of Citi Private Bank, where he was
responsible for the delivery of comprehensive investment
strategies.
Campbell, a J.D. whose professional experience includes business
and corporate law, investment banking, complex estate planning, and
advanced wealth structuring strategies for high-net-worth business
owners, joins from U.S. Bank Private Wealth Management.
"It is critical for our clients to have the best insights when
it comes to building and protecting their wealth in the markets and
optimizing it with sophisticated wealth planning solutions and
trusts," said Weidenbach. "I know that Jon and John will deliver
significant leadership expertise to the entire firm, which we
continue to nurture and grow by adding multiple wealth consultants
in our offices around the country."
"Calamos was founded as a wealth management firm and it has
remained an important and growing part of our business since," said
Calamos Founder, Chairman, and Global Chief Investment Officer,
John P. Calamos Sr. "I'm pleased to
welcome these investment and wealth management leaders to the team
and am confident our clients will benefit from their expertise in
building enduring portfolios and delivering on advanced wealth
planning solutions."
About Calamos Investments
Calamos Investments is a diversified global investment firm
offering innovative investment strategies, including alternatives,
multi-asset, convertible, fixed income, equity and sustainable
equity. The firm offers strategies through separately managed
portfolios, mutual funds, closed-end funds, private funds, ETFs and
UCITS funds. Clients include major corporations, pension funds,
endowments, foundations and individuals, as well as the financial
advisors and consultants who serve them. The firm is headquartered
in the Chicago metropolitan area,
with offices in New York,
San Francisco, Milwaukee, Portland (Oregon) and the Miami area. For more information, please visit
us on LinkedIn, on Twitter @Calamos, on
Instagram @calamos_investments or
at www.calamos.com.
Calamos Investments LLC, referred to herein as Calamos
Investments®, is a financial services company offering such
services through its subsidiaries: Calamos Advisors LLC, Calamos
Wealth Management LLC, Calamos Investments LLP and Calamos
Financial Services LLC.
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SOURCE Calamos Investments