Gregory Whitehead is a Managing Director covering the Northeast team of Wealth Advisors for Calamos Wealth Management. Gregg works directly with select high-net-worth individuals and families, institutions, trusts, endowments, and foundations. Gregg has been in Financial Services since 2007. With over 18 years of experience serving clients, Gregg has a deep passion to provide outstanding guidance and education to assist clients in achieving lifetime and multi-generational financial success.
Since 2013, Gregg has held a variety of roles with Charles Schwab. He was a Senior Financial Consultant until 2020, when he shifted into leadership as Assistant Branch Manager for the Millburn, NJ complex of Charles Schwab. For the last four years, Gregg has been the Director of Wealth Management for the Greater Metro Region of Charles Schwab, encompassing New York City, New Jersey, Philadelphia, and Michigan. During his tenure in this role, Gregg consulted with, coached, and trained Financial Consultants and Branch Managers to help deliver a world-class client investment experience. His expertise spans financial and retirement planning, investment management, as well as complex investment strategies for families and organizations. As a Certified Wealth Strategist (CWS®) and Chartered Retirement Planning Counselor (CRPC®), Gregg brings specialized knowledge in comprehensive wealth strategies and retirement planning solutions.
Gregg earned his Bachelor of Science in Integrated Marketing Communications from Ithaca College and has worked in Financial Services since his internship days.
