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

Mark Rabinovich, CFP®

Vice President, Senior Wealth Advisor

Mark Rabinovich is an experienced Senior Wealth Advisor passionate about delivering exceptional relationship management services tailored to his clients’ needs.

With more than 15 years of industry experience, Mark has a deep understanding of financial planning for high net worth individuals and institutional investors. He leverages his background in client service to successfully develop new business relationships and enhance existing ones. Mark has experience in areas of intergenerational wealth transfer, trust solutions, estate planning and retirement planning.

Mark holds a BBA in Finance from Boston University and an MBA from the Hagan School of Business at Iona College where he graduated Summa Cum Laude with a Financial Management concentration. Mark also received a Financial Planning Certificate from New York University’s School of Professional Studies.

He is fluent in Russian. Prior to joining Calamos, he served in various roles within the investment and wealth management areas at Smith Barney and Neuberger Berman.