John is Chief Wealth Strategist and Head of Wealth Planning and Trust Services at Calamos Wealth Management. He is responsible for overseeing client relationships and providing expertise on sophisticated wealth strategies such as estate planning, retirement planning, and tax mitigation.
Prior to joining Calamos, John worked at U.S. Bank Private Wealth Management, as well as at several Wall Street financial firms and major law firms in New York and Atlanta. He has extensive expertise in business and corporate law, investment banking, estate planning, and wealth structuring for affluent clients. Since entering the banking and financial services industry in 1999, John has held key positions with U.S. Bank, Merrill Lynch Global Private Client Group, and Equitable Financial Services. His expertise in complex wealth planning makes him a sought-after source for regional and national publications.
John earned his B.A. in Philosophy & Psychology from Yale University, and a J.D. from Tulane University Law School. John serves on the Board of Trustees of the Lake Geneva Foundation in Wisconsin, and he sits on the Advocate-Aurora Health Care Gift Planning Advisory Committee in Chicago.