Calamos Wealth Management LLC

Calamos Wealth Management LLC (CRD# 143490) is a financial advisory firm headquartered in Naperville, IL. They manage $1,050,029,460 in 1,285 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,050
    MILLION
  • Total Number of Accounts
    1,285
    ACCOUNTS
  • Average Account Value
    $817,144
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Calamos Wealth Management LLC
Showing 1 - 10 of 21 top financial advisors.
1
Richard A. Gotterer
CRD#: 1438859
One Alhambra Plaza, Penthouse, Coral Gables, FL 33134
101
Wealthminder
score

Richard Gotterer (CRD# 1438859) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 5 years of experience in the finance industry. Richard Gotterer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Christina Espinosa
CRD#: 4994177
2020 Calamos Court, Naperville, IL 60563
96
Wealthminder
score

Christina Espinosa (CRD# 4994177) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 11 years of experience in the finance industry. Christina Espinosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael G. Kassab
CRD#: 4587937
2020 Calamos Court, Naperville, IL 60563
96
Wealthminder
score

Michael Kassab (CRD# 4587937) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 13 years of experience in the finance industry.

4
Tom Kukulski
CRD#: 4367149
2020 Calamos Court, Naperville, IL 60563
96
Wealthminder
score

Tom Kukulski (CRD# 4367149) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 15 years of experience in the finance industry. Tom Kukulski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Mohini M. McCormick
CRD#: 2222655
2020 Calamos Court, Naperville, IL 60563
96
Wealthminder
score

Mohini McCormick (CRD# 2222655) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 24 years of experience in the finance industry. Mohini McCormick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Shannon L. Coady-Rogers
CRD#: 2913176
2020 Calamos Court, Naperville, IL 60563
93
Wealthminder
score

Shannon Coady-Rogers (CRD# 2913176) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 16 years of experience in the finance industry.

7
Eve D. Cohen
CRD#: 1299573
610 Fifth Avenue, Suite 700, New York, NY 10020
93
Wealthminder
score

Eve Cohen (CRD# 1299573) is an Investment Advisor Representative working at Calamos Wealth Management LLC in New York, NY and has over 31 years of experience in the finance industry.

8
Kevin R. Crouch
CRD#: 5606397
2020 Calamos Court, Naperville, IL 60563
93
Wealthminder
score

Kevin Crouch (CRD# 5606397) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 7 years of experience in the finance industry.

9
Gregory S. Farber
CRD#: 2484788
2020 Calamos Court, Naperville, IL 60563
93
Wealthminder
score

Gregory Farber (CRD# 2484788) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 20 years of experience in the finance industry.

10
Anita Knotts
CRD#: 2255040
2020 Calamos Court, Naperville, IL 60563
93
Wealthminder
score

Anita Knotts (CRD# 2255040) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 24 years of experience in the finance industry.

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