Solutions
Solutions

Our solutions provide clients with access to comprehensive wealth planning through a custom investment approach and systematic wealth planning.
Investments

Wealth Planning

Trust & Lending
Insights
Insights

Access perspectives on the markets, investment strategies and and how our advanced wealth planning can help clients achieve their goals.
Investment Insights

Advice & Planning Insights
About
About

Our guiding investment philosophy is based on the belief that by combining a global asset allocation framework with alternative investments we can achieve an optimal balance between return and risk.
Our Firm

Leadership Team

Our Team

Our Team

Brad Karkula, CFP®

Wealth Advisor

Brad Karkula is a Wealth Advisor at Calamos Wealth Management with over fifteen years of experience in the financial industry. Brad has a passion for financial planning and is responsible for providing wealth management solutions to high net worth individuals and families.

Previously, Brad was with Citi Global Wealth, a division of Citi Private Bank, where he was responsible for advising professionals in the legal industry. Before joining Citi, Brad was with Morgan Stanley’s Family Office Group as an Associate in Wealth Planning. In this role, Brad managed the financial planning process for ultra high net worth clients developing fully comprehensive financial plans with a focus on estate, succession, and philanthropic planning. Prior to Morgan Stanley, Brad spent ten years at JP Morgan as a Private Banker and Associate within the Private Bank.

Brad is a Certified Financial Planner^TM and graduate of Purdue University with a B.S. in Financial Planning and focus in Economics. Brad enjoys spending time traveling with his family and is an active participant in local charitable causes.