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Gregory Whitehead

Calamos Wealth Management LLC

New York, NY

Naperville, IL

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Current Employers
Calamos Wealth Management Llc

2020 Calamos Court, Naperville, IL 60563-2787 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-21
NY RA APPROVED 2026-01-21
  • IL RA
    APPROVED
    Since 2026-01-21
  • NY RA
    APPROVED
    Since 2026-01-21

Branch Locations

50 Rockefeller Plaza #1600, New York, NY 10020 • United States

2020 Calamos Court, Naperville, IL 60563-2787 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Bridgewater NJ 04/2013 11/2025
Charles Schwab Bank, Ssb Bridgewater NJ 04/2013 10/2021
Calamos Financials Services Llc Naperville IL 11/2025 Present
Calamos Wealth Management Llc Naperville IL 11/2025 Present
Previous Registrations
Other Businesses

1. RENTAL PROPERTY | NOT INVESTMENT-RELATED | CHESTER, NJ 07930 | REAL ESTATE/PROPERTY MANAGEMENT | CO-OWNER | 01/30/2020 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | RENTAL PROPERTY OWNERSHIP. 2. ADK ESCAPES, LLC | NOT INVESTMENT-RELATED | MORRISTOWN, NJ 07960 | REAL ESTATE/PROPERTY MANAGEMENT | PARTNER | 3/1/2021 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | CO OWNER OF LAND FOR VACATION RENTAL DEVELOPMENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-09
  • S66 Uniform Combined State Law Examination
    2012-07-09

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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