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

Luis Teran

Portfolio Construction Specialist

Luis Teran serves as a Portfolio Construction Specialist for Calamos Wealth Management, providing analysis of client portfolios, assisting with research of capital markets and providing economic data used to inform investment team decisions. He works with the Investment Team on complex problem-solving scenarios and the development of research tools.

Luis joined Calamos in 2022 from previous positions held at MainStreet Investment Advisors. He earned a Bachelor of Science in Finance from the University of Southern Illinois, Carbondale and holds FINRA Series 65 license.