View our video gallery and find video clips of John P. Calamos
, Sr. discussing market perspectives on CNBC, Bloomberg
, Morningstar and more.
Relationship Managers draw upon Calamos'
vast resources to develop customized solutions for each client's financial situation.
Our wealth management service team includes professionals with experience in investment advisory, asset management, trust and estate law, financial and tax planning, research and analytics, and operations.
Our number one goal is to protect and build our clients' wealth as we would our own.
John P. Calamos, Sr.
During a distinguished investment career spanning more than 40 years, John P. Calamos, Sr.
has provided investors with innovative strategies for building and protecting wealth over market cycles.
The roots of Calamos Wealth Management trace back to the difficult markets of the 1970s, when John
developed breakthrough strategies which utilized convertible bonds to manage risks and enhance return potential.
Convertibles were little known at the time, but John
recognized the potential of these hybrid securities, which combined features of stocks and bonds.
However, John's investment experience began far earlier.
The son of a Greek immigrant, John
grew up in Chicago, where he
worked in his
family's grocery store.
was in his
became interested in investing and convinced his
parents to entrust him with a portion of their hard-earned nest egg.
From these early days, John
understood that his
investment decisions carried with them great responsibility.
saw firsthand the effort that went into earning this money, and knew the implications of losing it.
John's belief in the value of teamwork was solidified during his service as a member of the U.S. Air Force where he flew 900 combat missions during the Vietnam War, ultimately earning the rank of Major and a Distinguished Flying Cross.
early career molded Calamos Wealth Management's belief in teamwork.
John's experience in the military also solidified his
belief in being prepared and disciplined.
philosophy is that certain risks cannot be avoided, but through preparedness and discipline, they can be understood and managed.
This philosophy has been a hallmark of our approach to help clients build and preserve wealth over the long term.
military service, John
embarked on a career in investment management and research.
Guided by entrepreneurial vision, he
own company in 1977, which grew into a diversified global investment firm with capabilities in convertibles, equities, fixed-income and alternatives.
In 2004, John
firm public as Calamos Asset Management, Inc.
As chairman, chief executive officer and co-chief investment officer, he remains fully involved in the day-to-day and strategic operations.
As a member of the Wealth Management Investment Committee, he
participates in the portfolio oversight of clients and is actively involved with ongoing communication.
John received his undergraduate degree in Economics and M.B.A. in Finance from the Illinois Institute of Technology.
A well-recognized pioneer in risk-management strategies, he is the author of two books: Investing in Convertible Securities: Your Complete Guide to the Risks and and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis Rewards , along with numerous articles in various financial journals.
is often quoted in the press and appears on television.
is an active philanthropist and committed to promoting education.
He is a member of the Boards of Trustees of Illinois Institute of Technology and Benedictine University and is a member of the Board of Directors for the National Hellenic Museum in Chicago.
has been honored for his
lifetime contributions by the Hellenic Bar Association
John P. Calamos, Sr.
John P. Calamos, Sr.
Chairman, CEO, Global Co-CIO
John P. Calamos, Sr., is chairman, chief executive officer and global co-chief investment officer of the firm he founded in 1977, and took public as Calamos Asset Management in 2004.
A pioneer in investment strategies and techniques to help manage risk, Mr. Calamos
created a reputation for using investment techniques to control risk, preserve capital and build wealth for clients over the long term.
Mr. Calamos received his undergraduate degree in Economics and M.B.A. in Finance from the Illinois Institute of Technology.
Joining the United States Air Force after graduation, he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major.
It was during his
time in the Air Force that Mr. Calamos
became intrigued by the risk management aspects of convertible bonds.
By applying option price theory to the valuation of convertibles he
was able to demonstrate the benefit of convertibles as part of an of investment strategy and began to attract institutional investors.
won the Ernst & Young Entrepreneur Of The Year® award for the financial services sector, Lake Michigan Area program for 2006.
He is a member of the Investment Analysts Society of Chicago.
A frequent speaker at investment seminars and conferences, he
has been often quoted as an authority on risk-managed investment strategies in Barron's
, Forbes, Pensions & Investments
, Financial World
, Nation's Business
, The Wall Street Journal
and on CNBC and Bloomberg Forum
has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards, and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis.
Before joining Calamos, Mr. Baka was head of Fidelity Investment's Private Client Office in Chicago.