Stephen Rossi is a Senior Wealth Advisor working directly with select high net worth individuals and families, institutions, trusts, endowments, and foundations. Stephen brings a unique combination of commercial real estate expertise and wealth management experience, driven by his passion to provide outstanding guidance and education to assist clients achieve lifetime and multi-generational financial success.
Stephen's background encompasses comprehensive wealth management and investment advisory services across leading financial institutions. Prior to joining Calamos, he was a wealth advisor at Fidelity in San Francisco from 2019, where he developed expertise in serving sophisticated clients with complex financial needs. His experience includes three years at Merrill Lynch in Oakland from 2016 to 2019, where he built strong relationships with high-net-worth clients throughout the Bay Area. Before transitioning to wealth management, Stephen was licensed and practiced in commercial real estate, providing him with valuable insight into real estate investments, market dynamics, and property valuation.
His diverse professional experience includes early involvement in family-owned businesses in the hospitality and manufacturing sectors, where he gained firsthand understanding of business operations and succession planning. This practical business background, combined with his real estate expertise and wealth management knowledge, enables Stephen to connect with business owners and entrepreneurial clients who appreciate an advisor who understands the complexities of building and preserving wealth across generations.
He is a graduate of California State University, Chico.
