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2020 Calamos Court, Naperville, IL 60563-2787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-05 |
Branch Locations
215 North Peoria Street #600, Chicago, IL 60607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Chicago | IL | 04/2022 | 05/2023 |
| Bmo Global Asset Management | Chicago | IL | 03/2015 | 03/2022 |
| Calamos Wealth Management Llc | Naperville | IL | 05/2023 | Present |
| Calamos Financial Services Llc | Naperville | IL | 05/2023 | Present |
Member of Ares Advisory Board; Investment-related; Ares 1800 Ave Of The Stars, Suite 1400, Los Angeles, California, 90067. As a Board Member my duties include a 2-year term with 3 board meetings annually. This is an opportunity for board members to have access and engagement with Ares senior leaders/executives, to facilitate conversation/thought leadership/etc. surrounding private markets and best practices. I have been associated with the Board since 10/2025 and would devote 2 hours per month on the business and 2 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-17 |
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