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Jon Adams, Cfa is listed as Chief Investment Officer at Calamos Wealth Management at Calamos Wealth Management, a company with 31 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Jon Adams, Cfa.
Jon Adams, Cfa previously worked as Chief Investment Officer at Calamos Wealth Management and Director, Investment Counselor at Citi Wealth at Work at Citi. Jon Adams, Cfa holds Mba, Analytic Finance, Economics from The University Of Chicago - Booth School Of Business.
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AeroLeads found 1 current-domain work email signal for Jon Adams, Cfa. Compare company email patterns before reaching out.
Asset and wealth management executive with over 20 years of experience building and leading investment teams. As Chief Investment Officer at Calamos Wealth Management, I lead all aspects of the investment practice. We work to help clients create better investment outcomes with a focus on tailored portfolios, options solutions around concentrated positions, and private alternatives. I have significant experience in traditional and alternative investments, including managing global macro, target date, target risk, and currency portfolios. Recognized thought leader with extensive media experience.
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Chicago, Illinois, United States
Oversee strategic portfolio direction and research and lead investment team. Responsible for ongoing development, execution and oversight of investment strategies, asset allocation and tactical adjustments, portfolio construction, manager selection and due diligence, as well as the recommendation of new strategies. Engage with advisors, clients, key.
Chicago, Illinois, United States
Investment Counselor for Midwest region of Citi Wealth at Work. Responsible for the delivery of comprehensive investment strategies to legal industry professionals. Worked closely with clients in guiding them on suitable asset allocation and implementation strategies across traditional investments, alternative investments, and tailored capital market.
Chicago, Illinois, United States
Led 6 person US Multi-Asset Solutions Team managing $7B in AUM. Member of 30 person global multi-asset team managing $55B in AUM. Portfolio manager on managed account program totaling $3B in AUM as well as external model portfolios. Managed $3B in OCIO portfolios for a wide range of clients, overseeing formulation of IPS, SAA, TAA, manager research and.
Chicago, IL
Portfolio Manager for Multi-Asset Portfolios, including Target Risk, Target Date, and Multi-Asset Income funds. Responsibilities include conducting top-down macro research with a focus on portfolio construction and working with clients to develop holistic investment solutions. Interact frequently with media.
Greater Chicago Area
Portfolio Manager for Multi-Asset and Currency Portfolios and Deputy Head of Currency. Voting member on investment committee. Member of 100 person Multi-Asset Portfolio Management team with $115 billion in AUM.
Chicago, IL
Conducted directed analysis into shorter term market behavior themes, identifying exploitable investment opportunities and trade ideas. Performed economic analysis to generate inputs used in the valuation of global capital markets and currencies.
Other employees you can reach at calamoswealthmanagement.com. View company contacts for 31 employees →
Scott Steiner, Cfp®
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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MP
Marc Poulos
Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States
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Elizabeth Szafranski- Zubb
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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Michael Sund, Cfa®
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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Joe Smith
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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William Smith
Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States
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Stephen Perl, Cima®
Colleague at Calamos Wealth ManagementNew York City Metropolitan Area, United States
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Kevin Oneal
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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Alex Calamos, Cpwa®️
Colleague at Calamos Wealth ManagementUnited States, United States
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JC
John Campbell, Jd, Clu
Colleague at Calamos Wealth ManagementGreater Chicago Area, United States
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Quick answers generated from the profile data available on this page.
Jon Adams, Cfa works for Calamos Wealth Management.
Jon Adams, Cfa is listed as Chief Investment Officer at Calamos Wealth Management at Calamos Wealth Management.
AeroLeads has found 1 work email signal at @citigroup.com for Jon Adams, Cfa at Calamos Wealth Management.
Jon Adams, Cfa is based in Greater Chicago Area, United States, United States while working with Calamos Wealth Management.
Jon Adams, Cfa has worked for Calamos Wealth Management, Citi, Bmo Global Asset Management, and Ubs Global Asset Management.
Jon Adams, Cfa's colleagues at Calamos Wealth Management include Scott Steiner, Cfp®, Marc Poulos, Elizabeth Szafranski- Zubb, Michael Sund, Cfa®, and Joe Smith.
You can use AeroLeads to view verified contact signals for Jon Adams, Cfa at Calamos Wealth Management, including work email, phone, and LinkedIn data when available.
Jon Adams, Cfa holds Mba, Analytic Finance, Economics from The University Of Chicago - Booth School Of Business.
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