Joseph Cusick Email and Phone Number
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Senior Vice President, Portfolio SpecialistJoseph Cusick is a Senior Vice President and Portfolio Specialist at Calamos Investments and Calamos Wealth Management (CWM). Since joining Calamos in 2019, Joseph has specialized in hedging and income option overlay strategies. In his role, he is responsible for managing CWM option strategies and communicating the investment process, positioning, and risk attribution to clients, consultants, and other stakeholders.With a career spanning over three decades, Joseph has extensive experience in derivatives management. He began his career as a Market Maker on the CBOT/CBOE, where he developed a deep passion for derivatives investing. Prior to joining Calamos, he held significant roles at Stafford Trading, optionsXpress, and Charles Schwab.Joseph holds a Bachelor of Arts degree from Marquette University and is licensed with Series 4, 7, 63, 66, and SIE.Areas of Expertise:Market Development, Financial Content Marketing, Institutional Asset Management, Electronic Media Presenter, Messaging Strategy, Project Management, Economic Forecasting, Market/Product Education, Collaborative Team Building, Personal Selling, Technology Enhancements, Investment Management
Calamos Investments
View- Website:
- calamos.com
- Employees:
- 484
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Svp Portfolio SpecialistCalamos InvestmentsChicago, Il, Us
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Svp Portfolio Manager/SpecialistCalamos Investments Feb 2019 - PresentNaperville, Illinois, Us
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Chief Investment StrategistThe Cusick Group Jan 2003 - Feb 2019Joseph drives all aspects of capital, financial, and fund management as it relates to the client’s specific goals and risk tolerance. Reviews monthly, quarterly, and annual financial statements which included all performance metrics required by the DOL fiduciary rules.
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Director, Oic Institutional Education & Business Development/Industry ServicesOcc Oct 2017 - Dec 2018Chicago, Illinois, UsJoseph at OIC increased awareness, knowledge and responsible use of options by individual investors, financial advisors, and institutional managers. In this mission, he supported the work of Options Clearing Corporation (OCC) a Systemically Important Financial Market Utility (SIFMU). In his, role Joe was is critical in providing relevant financial education for market participants, investors.• Increased Institutional contact database by 600%• Featured speaker at nine institutional events, with an average attendance of ~400 per event• Led a commissioned study published by Greenwich Associates “How-Institutional-Investors-Use-Think-About-Exchange-Listed-Options”• Commentary in over 15 publications from P&I, Barron’s, and Bloomberg• Worked directly with the University of Chicago Financial Mathematics Post Graduate Program leading 5 Project Labs, where I devised a project and mentored the students for ten weeks till completion• Lectured at Marquette University, University of Chicago and Northwestern University• Created a new Institutional website to promote Research, White Papers, and Video content, establishing OIC Institutional as a Thought Leader in the Institutional space• Created a knowledge base for OCC site on volume and trading strategies -
Vp Of Wealth And Asset ManagementMoneyblock Jan 2014 - Apr 2016Chicago, Il, UsAn independent broker-dealer for today's investment professional. Advanced technology, transparent pricing, and flexible support for independent RIAs, investment advisors, registered representatives, and investors.Provided direction for all aspects of asset & wealth management. Coordinated site work with the development team. Spearheaded media engagements for the investment advisory industry.· Lead development of MoneyBlock’s wealth-management platform, targeting independent reps and advisors managing more than $25 million.· Executed special trade execution projects that increased revenue 25% YOY· Strategic leadership in marketing and business development initiatives resulting in the most significant net new advisors to the firm -
Senior Vice PresidentCharles Schwab/Optionsxpress Oct 2001 - Dec 2013Joseph Directed education, marketing, business development and product design functions of Schwab and optionsXpress groups. He supervised eight education content specialists, two developers/designers, and two marketing analytics associates in performing at optimal levels. Facilitated reporting including quarterly performance and financial performance calculations. Completed monthly and quarterly investor communication oversight, assuring that they are aligned with firm policy.· Prepared and presented to senior level executives and the board of directors’ reports that aided in the decision-making process· Determine customers' financial services needs and prepare proposals to sell services that address these needs, resulting in 68% close rate on new business and 78% funding rate.· Built customized client activity trend analysis aiding in reducing client attrition by 32%· Make presentations on financial services to groups to attract new clients· Evaluate the costs and revenue of agreements to determine continued profitability
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Financial Advisor/ Investment Advisor RepresentativeBrokersxpress Jan 2004 - Oct 2009Focused on capital, financial, and fund management as it related to the specific goals and risk tolerance for over 200 clients and $50M. Reviewed monthly, quarterly, and annual financial statements which included all performance metrics required by fiduciary rules.· Prepared and presented to High Net Worth clients offering a customized investment plan· Created alternative investment vehicles which employed a disciplined equity/derivative orientated approach to investing in stock and debt-related securities to drive 1-1.5% of excess returns per month.
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Floor TraderCboe Mar 1996 - Oct 2001Chicago, Illinois, UsTrades in the index and equity pits of the CBOE.
Joseph Cusick Skills
Joseph Cusick Education Details
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Marquette UniversityCommunication/English -
University Of Wisconsin-Madison
Frequently Asked Questions about Joseph Cusick
What company does Joseph Cusick work for?
Joseph Cusick works for Calamos Investments
What is Joseph Cusick's role at the current company?
Joseph Cusick's current role is SVP Portfolio Specialist.
What is Joseph Cusick's email address?
Joseph Cusick's email address is jo****@****btv.net
What is Joseph Cusick's direct phone number?
Joseph Cusick's direct phone number is +131225*****
What schools did Joseph Cusick attend?
Joseph Cusick attended Marquette University, University Of Wisconsin-Madison.
What skills is Joseph Cusick known for?
Joseph Cusick has skills like Options, Equities, Trading, Series 7, Finra, Financial Markets, Electronic Trading, Trading Systems, Options Strategies, Derivatives, Series 63, Portfolio Management.
Who are Joseph Cusick's colleagues?
Joseph Cusick's colleagues are Charles Carmody, Cfa, Elsa Fernandez, Robert F. B., Theresa Carnevale, Sean Grabowski, Bryan Quinto, Kyle Ruge, Cfa.
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