Calamos Wealth Management is among the finalists in the Multi-Family Office category of the Family Wealth Report 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 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.
“The recognition of Jim Baka is especially encouraging," said Founder and Global CIO John P. Calamos, Sr., "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 Family Wealth Report
Family Wealth Report provides unique and essential business intelligence on the world of North American family wealth in a convenient and easy-to-read format - straight to subscribers' inboxes every day along with an archive of almost 200,000 relevant articles.
It is part of the global WealthBriefing Network.
About Calamos Wealth Management
Delivering highly customized investment & wealth advisory services, Calamos Wealth Management collaborates across disciplines to manage clients' complex financial challenges, leveraging the knowledge & wisdom of the entire team. CWM is located at CityGate Centre in Naperville, IL, with offices in Miami and New York. Learn more at www.calamos.com/WM.