News: CWM Adds Experienced Wealth Management Team to Headquarters
Kristi Wano and Edward Keating join from BMO Private Bank
Naperville, IL, January 16, 2019 — Calamos Wealth Management, a full-service wealth advisory firm serving individuals and families, announced the addition of an experienced advisory team to its headquarters in suburban Chicago:
- Kristi Wano joined as a Senior Wealth Advisor. Wano was previously a Director and Private Wealth Advisor with BMO Private Bank, where she managed client relationships totaling more than $400 million. Prior to BMO, Wano held Vice President positions in private banking with J. P. Morgan Private Bank and Fifth Third Bank. She graduated from Western Kentucky University in 1986. Wano serves as a board member of the local chapter of CASA (Court Appointed Special Advocates).
- Edward Keating, CFA, also joined as a Senior Wealth Advisor. At BMO Private Bank, Keating and Wano worked together managing 120 client relationships. Keating served as Director and Senior Portfolio Manager for 19 years. His prior experience includes trust and investment roles at various institutions, including Merchants Bank. Keating began his career as an investments analyst after graduating from the University of Illinois with concentrations in Economics and Finance in 1983. He earned the CFA designation in 1990. He is a member and former president and director of both the DeKalb County Estate Planning Council and Fox Valley Estate Planning Council.
“Ed and Kristi are a top-flight team in every respect—investment talent, client service and deep experience advising clients through complete market cycles,” said Jim Baka, President of Calamos Wealth Management. “Their devotion to helping clients achieve their goals is second to none. I am pleased to welcome them to our team.”
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.