Jim Baka, AIF®
National Director of Institutional and Family Office
Jim Baka is the National Director of Institutional and Family Office services for Calamos Wealth Management and a member of the Investment Committee. He has been part of the dedicated team overseeing the growth of Calamos Wealth Management from its establishment into a comprehensive wealth management firm and multi-family office today serving clients with the talent and resources to address their most complex issues.
As part of his responsibilities, Jim directly manages relationships with family office and institutional clients, including foundations, endowments, nonprofits and retirement plans. He joined Calamos in 2003 and has served in various leadership roles across the Calamos Investments, LLC organization, including of the head of institutional services and president of Calamos Wealth Management.
Jim earned his B.S. in Finance and Management from Arizona State University and holds an Accredited Investment Fiduciary® designation, as well as Series 7, 8, 24, 63 and 65 licenses. He is a member of the Wealth Management Advisory Board for DePaul University, the Board of Directors at the Rush-Copley Hospital, the Board of Trustees for All Saints Catholic Academy, and member of Vistage International and the Executive Club of Chicago. Jim lives with his wife and three children in the western suburbs of Chicago and enjoys travel and golf.