Marc Poulos serves as a Portfolio Construction Specialist for Calamos Wealth Management, bringing nearly twenty years of investment industry experience, including ten years of multi-asset class portfolio management. As a member of the Calamos Wealth Management Investment Team, Marc contributes to the firm's investment policy framework, portfolio construction methodology, and trade execution.
Previously, Marc served as Head of Trading and a member of the Investment Committee at Great Valley Advisor Group, where he designed and implemented tactical asset allocation within model portfolios. Prior to that, he spent six years in portfolio management at Brookstone Capital Management, managing model portfolios and trade execution within a unified managed account structure.
Marc began his career with the Bank of Montreal, where he spent nine years in the Cross-Border Diversified Industries group within the Corporate & Investment Banking division. He earned a Bachelor of Arts in Economics from the University of Kansas.
