Shortlisted for Diversity & Inclusion, Women & Wealth and overall Multi-Family Office among firm’s peers
NAPERVILLE, IL, December 04, 2019 /Neptune100/ — Calamos Wealth Management, a full service wealth advisory firm serving families and organizations, was named a finalist in three categories of the 2020 Family Wealth Report awards:
• Top Multi Family Office
• Diversity and Inclusion in Wealth Management
• Women in Wealth Management-Anita Knotts
“What I’m especially proud of across these three recognitions is how they point toward an outstanding culture and team as the foundation supporting the success of our business,” said Jim Baka, President of Calamos Wealth Management.
The current Family Wealth Report awards program is the publication’s seventh annual. Among its distinctions is a judging process conducted by an independent panel of private bankers who will judge the trusted advisor categories. The awards program will culminate with a gala event on March 18, 2020 at the Mandarin Oriental in New York.
About Calamos Wealth Management
Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to families and institutions including foundations and charitable endowments. Services include investment advisory, comprehensive wealth planning, risk management, and generational wealth transfer, among others needed to meet the needs of its diverse clientele. Calamos Wealth Management headquarters are located in Naperville, Illinois with additional offices in New York and Florida. The firm is a wholly owned subsidiary of Calamos Investments LLC. Learn more at www.calamos.com/wm.