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"Joel's appointment represents the continuation of our focus on making dedicated investment expertise the foundation to what differentiates the Calamos Wealth Management offering." - Jim Baka
NAPERVILLE, IL, January 12, 2018 /24-7PressRelease/ -- Calamos Wealth Management, a full-service wealth advisory firm serving individuals, families and institutions, announced the promotion of Joel Stults to the role of Investment Analyst and member of Calamos Wealth Management Investment Team.
Stults is the third addition to the firm's investment team within the past year. Jim Baka, President of Calamos Wealth Management, said, "Joel's appointment represents the continuation of our focus on making dedicated investment expertise the foundation to what differentiates the Calamos Wealth Management offering. His talent for research and allocation analysis further extend the resources available to all our clients."
As an Investment Analyst, Stults will implement investment strategies derived by the Calamos Wealth Management Investment Team within client portfolios, guiding both investment selections and asset allocations. He will work directly with Calamos Wealth Management Chief Investment Officer Michael Kassab on client portfolio analysis and attribution. Stults will also work with Cliff Aque, Investment Strategist, to research and conduct due diligence of third-party asset managers.
Previously, Stults served as an Investment Consultant, working with the firm's Southeast Division. He joined Calamos in 2015, bringing experience in equities, fixed income and alternatives, having previously served for seven years as an Analyst in Credit Suisse's Private Banking/Wealth Management division. Stults received a B.S. in Economics/Finance from McKendree University and an M.B.A. in Financial Analysis from DePaul University. He holds Series 7 and 66 licenses.
Stults is based in Calamos Wealth Management's corporate headquarters in Naperville, Illinois.
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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