Awards program recognizes “best operators in the private client industry”

NAPERVILLE, IL, December 04, 2018 /24-7PressRelease/ — Calamos Wealth Management, a full-service wealth advisory firm serving individuals and families, is among the finalists in the Multi-Family Office category of Family Wealth Report’s 2019 awards program. In addition, Calamos Wealth Management President Jim Baka is a finalist in the Leading Individuals category.

The Family Wealth Report awards program showcases “‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.” Nominations are evaluated by an expert panel drawn from within the industry and service providers to it.

“We are honored to be recognized by our industry colleagues for our holistic and team-based approach to serving our clients,” said Jim Baka.

In naming the award finalists, Family Wealth Report recognizes the “best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process,” wrote publisher Stephen Harris. John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer of Calamos Investments, said, “The recognition of Jim Baka is especially encouraging. Under Jim’s leadership and with his vision, Calamos Wealth Management has grown into a comprehensive wealth management firm serving client relationships across the country. We’re confident in Jim’s ability to continue to grow the business and we are excited about the firm’s future success.”

About Calamos Wealth Management
Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to individuals, families, and small to mid-size 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.


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