Ian J. Rivero, CFP®
Ian Rivero is a Wealth Advisor for Calamos Wealth Management and is a Certified Financial Planner® professional with over a decade of experience in the field of wealth management. Ian works directly with Calamos’ high net worth clients to help identify and implement comprehensive wealth solutions. He embraces a proactive team-based approach, managing clients’ wealth and addressing their financial needs, while maintaining close working relationships with them.
Prior to joining Calamos Wealth Management Ian worked at one of the world’s largest investment firms where he served fulfilled several roles including providing financial guidance to corporate executives and professionals. He also served in a senior role as a Wealth Manager for a prominent California-based investment firm, where he led the company’s expansion into the U.S. Southeast region.
Ian earned his Bachelor’s degree from The Colorado College with a major in economics and a minor in Spanish. In addition to graduating with academic honors as a collegiate football athlete, Ian received All Academic and All Colorado State awards.
Currently, with finance and real estate acquisition as a passion, Ian brings his expertise as a sitting member to the finance committee for Miami Homes For All (MHA), a nonprofit corporation that helps address South Florida’s affordable housing issues.