The Women & Wealth initiative represents our commitment to engaging, educating and supporting women on a variety of wealth planning topics while helping them proactively navigate their financial landscape. As women create and control an increasing share of wealth, their economic influence both at home and in the workplace continues to grow. At Calamos Wealth Management our team of advisors are passionate about empowering women through financial independence.
Women are more likely to value wealth for its intangible properties such as spending more time with family or starting a new career instead of material possessions.
Connecting and collaborating with women investors, not only benefits the lives of the individual but can also influence the entire family from one generation to the next.
Women are more than clients seeking investment advice, they have aspirations and life goals as entrepreneurs, mothers, grandmothers, business leaders and beneficiaries.
Women & Wealth Library
Our collection of resources covers a variety of financial and career focused topics.
I hope that my work opens the way for more women to enter the
financial services industry. I feel strongly that women possess the communication skills, empathy and
compassion (and the brainpower) to help guide clients through their financial lives. I see a day when
women can sit in a boardroom and not be afraid to express their point of view. Your perspective is just
as important as that of the person sitting next to you—male or female.
I am extremely passionate about providing women financial
guidance as well as supporting them personally and professionally. One of the aspects I love most about
being a Wealth Advisor is the cultivation of deep relationships with my clients and focusing on their
long term financial goals. I define my job as one contributor among many who are helping people achieve
their life’s passions.
I have always had a passion for and strong interest in finance
and wealth management. However, while growing up, it was rarely presented to me by parents or teachers
as a career choice. Today, as a Wealth Advisor at Calamos Wealth Management, the Women and
Wealth initiative gives me an opportunity to change the perspective for future generations of
younger women. Not only can we open doors to financial services as a career choice, we can also equip
women with the financial education to manage wealth as a means to realize their lives’ ambitions.
I believe we need to have different conversations with women
when it comes to their wealth. Women typically do not define wealth in the same manner that men do and
their goals tend to differ when it comes to their wealth. These goals are often less materially driven
and more about the intangible effects. Building relationships and trust are critical and how you build
that with women differs from how you build male relationships.
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