Calamos Wealth Management, headquartered in Chicago suburb of Naperville, Ill., has appointed Jon Adams to the position of SVP chief investment officer (CIO), wealth management, and John Campbell to the position of SVP chief wealth strategist, head of wealth planning and trust services, the company said.
“As part of our strategic growth strategy, we continue to invest deeply in our Wealth Management business,” John Koudounis, president and CEO of Calamos Investments, said in a prepared statement. “I’m confident that Jon and John will provide additional firepower to our leadership team so that we can provide our trusted and sophisticated clients the solutions needed to address their most complex planning challenges.”
Adams, an industry veteran with more than two decades of investment experience in multi-asset portfolio management, most recently served as director, investment counselor at Citi Wealth at Work. He has also served in portfolio leadership roles at BMO Global Asset Management and at UBS Global Asset Management.
Adams earned a B.S. degree in finance from Valparaiso University, and an M.B.A. degree in analytical finance and economics from the University of Chicago Booth School of Business.
Campbell joins Calamos from U.S. Bank, where he held several wealth management leadership roles over the past decade. Prior to U.S. Bank, Campbell worked as an independent wealth structuring consultant for high-net-worth business owners.
Campbell received his B.A. degree in philosophy and psychology from Yale University, and a Juris Doctor degree in business and corporate law, estate planning, and taxation from Tulane University Law School.
According to spokesman Greg Joslyn, Adams succeeds acting CIO Mike Kassab, who also holds the position of chief market strategist and associate portfolio manager. Joslyn said that the position of chief wealth strategist, to which Campbell was appointed, is a newly-created role.
Adams and Campbell will both report to Joe Weidenbach, who was hired as head of Calamos Wealth Management last October.
Calamos Wealth Management LLC is a wholly owned subsidiary of Calamos Investments LLC, a diversified financial services company founded in 1977 by Chairman and Global Chief Investment Officer John P. Calamos, Sr.