# CALAMOS WEALTH MANAGEMENT LLC

CALAMOS WEALTH MANAGEMENT LLC of NAPERVILLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 143490
- Type: SEC-registered investment adviser
- SEC file number: 801-67787
- Location: 2020 CALAMOS COURT, NAPERVILLE, IL, 60563-2787
- Phone: 630.245.7200
- Latest filing: 2026-07-23
- Regulatory AUM: $5.5B
- Discretionary AUM: $4.9B
- Non-discretionary AUM: $582.5M
- Clients: 51
- Accounts: 4,308

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Walter Morrissey Kelly | SVP, CHIEF COMPLIANCE OFFICER | Northbrook, IL |
| John Peter Calamos Sr. | FOUNDER, CHAIRMAN & GLOBAL CO-CIO; MANAGER; SHAREHOLDER (+1 more) | — |
| Jacqueline Elizabeth Sinker | SVP, CHIEF COMPLIANCE OFFICER | — |
| John Spiro Koudounis | MANAGER; MANAGER AND SHAREHOLDER; MEMBER (+2 more) | — |
| Thomas Edward Herman | EVP, CHIEF FINANCIAL OFFICER | — |
| William J Takahashi | MANAGER | — |
| Daniel Leo Dufresne | EVP, CHIEF OPERATING OFFICER; MEMBER | — |
| Erik Donald Ojala | SVP, GENERAL COUNSEL & SECRETARY | — |
| Joseph Lawrence Weidenbach | SVP, HEAD OF CALAMOS WEALTH MANAGEMENT | — |
| BOYNE JAMES JOSEPH | PRESIDENT, CHIEF OPERATING OFFICER; SENIOR EXECUTIVE VICE PRESIDENT OF DISTRIBUTION AND OPERATIONS; SENIOR EXECUTIVE VICE PRESIDENT OF DISTRIBUTION AND OPERATIONS, SECRETARY (+2 more) | — |
| BLACK GARY DOUGLAS | EVP, GLOBAL CO-CIO | — |
| OBOYLE JAMES B | VP, CHIEF COMPLIANCE OFFICER | — |
| WATKINS ELIZABETH ANNE | VP, CHIEF COMPLIANCE OFFICER | — |
| CALAMOS JOHN PETER | CEO/CO-CIO; CEO/GLOBAL CO-CIO; CHAIRMAN AND GLOBAL CO-CIO (+8 more) | — |
| HAMMAN JAMES STEPHEN | EVP, GENERAL COUNSEL AND CLO | — |
| DUDASIK PATRICK HENRY | EVP, COO AND CFO | — |
| JONES SCOTT CRAVEN | EVP/CAO | — |
| RANDALL WALTER RAMSAY | VP,CHIEF COMPLIANCE OFFICER | — |
| MORIARTY PHILIP EDWARD | EVP,PRESIDENT,CALAMOS FINANCIAL SERVICES | — |
| BAKA JAMES FRANCIS | EVP,PRESIDENT,CALAMOS WEALTH MGMT; EVP, PRESIDENT OF WEALTH MANAGMENT; PRESIDENT | — |
| JACKSON JERALD CHRISTOPHER | SVP, GENERAL COUNSEL AND SECRETARY; SVP, GENERAL COUNSEL & SECRETARY | — |
| BHATT NIMISH SANJAY | SVP, CHIEF FINANCIAL OFFICER | — |
| HERMAN MICHAEL EDWARD | CHIEF FINANCIAL OFFICER; EVP, CHIEF FINANCIAL OFFICER; SVP, CHIEF FINANCIAL OFFICER | — |
| NADER JOSEPH PAUL | SVP, HEAD OF CALAMOS WEALTH MANAGEMENT | — |
| KASSAB MICHAEL GEORGE | VP, CHIEF INVESTMENT OFFICER; VP, CHIEF INVESTMENT OFFICER OF WEALTH MANAGEMENT STRATEGIES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143490/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143490/similar
- Related entities: https://search.stillhousedata.com/firm/143490/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143490

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.