Sarah Coates

Vice President, Senior Wealth Advisor

Sarah provides investment advisory services to high-net-worth individuals, family offices, non-profit organizations, and private investors. She is responsible for advising on her clients’ asset allocation, investment policy, tax-efficient portfolio design, and overall investment management discipline.

Sarah brings over 20 years of investment consulting experience to Calamos. Before joining the firm, Sarah was an investment consultant and senior management leader with Fiducient Advisors, a Chicago-based investment consulting firm. During her tenure, Sarah was a member of the firm’s Business Council and led the largest team within their wealth practice.

Sarah earned a B.A. in Economics from Simmons College and a J.D. from the University of Connecticut School of Law.