Chris Jerin serves as a Financial Planning Specialist for Calamos Wealth Management. As part of his role, he works directly with select clients focusing on goals-based investment, customized financial planning and wealth strategy.
Chris rejoined Calamos Wealth Management in 2022 and has more than 12 years of experience with the firm. Prior to rejoining Calamos, he held roles at Beacon Pointe Advisors in Newport Beach, California, where he worked closely with high net worth and ultra-high net worth individuals, families, and business owners providing financial and estate planning counsel to help clients meet their goals and achieve financial wellness. Chris has been in the financial services industry for over 15 years.
Prior to Calamos and Beacon Pointe, Chris held roles at Citigroup and Northwestern Mutual. Chris earned a Bachelor of Arts in Political Science and Communications from DePaul University where he also completed coursework for the Certified Financial Planner™ (CFP®) certification. He holds several professional designations, including the Accredited Investment Fiduciary® (AIF®), Chartered Mutual Fund Counselor (CMFC), National Social Security Advisor (NSSA), and Certified Divorce Financial Analyst (CDFA) designations. Chris holds an active Series 65 license.
In his spare time, he actively participates in youth leadership training and various civic organizations, including the Schaumburg Jaycees. Chris enjoys spending his time with family and friends, competing in triathlons, reading, and traveling.