Josh Walters is a Wealth Advisor at Calamos Wealth Management, with a deep passion for financial markets and a keen understanding of wealth management strategies. Josh is dedicated to helping clients navigate the complexities of investing to achieve their long-term financial goals.
With over 13 years of experience in the financial industry, Josh possesses a track record of providing personalized and comprehensive investment solutions to high-net-worth individuals, families, and institutional clients. He leverages his expertise in asset allocation, risk management, and portfolio construction to develop tailored investment strategies that align with clients' unique objectives, risk tolerances, and time horizons. Most recently, he held a position at LPL Financial as an independent advisor in Chicago, Illinois.
Prior to Calamos and LPL Financial, Josh held roles at J.P. Morgan Private Bank, CIBC Private Wealth Management, and Oxford Financial Group. Josh earned a Bachelor of Science in Mathematics from Illinois State University. Josh's commitment to excellence is evident in his continuous pursuit of knowledge and industry certifications. He obtained the Certified Financial Planner™ (CFP®) certification at Northwestern University. This extensive training empowers him to provide holistic financial advice encompassing wealth preservation, retirement planning, tax optimization, and estate planning.