Portfolio Strategist & Trading Specialist
Joel Stults is responsible for implementing investment strategies and asset allocations within client portfolios, based on the collective decisions of the Investment Team. He works directly with the Chief Investment Officer to complete asset allocation and attribution analyses for client portfolios. In addition, Joel assists in researching and conducting due diligence of third party managers.
He joined the firm in 2015 as an Investment Consultant, working with Calamos Wealth Management’s Southeast Division. Joel has more than ten years of experience with financial markets, including equities, fixed income and alternatives. He has extensive experience advising high net worth individuals, families and institutions regarding investment strategies.
Prior to joining Calamos, Joel spent seven years at Credit Suisse as an analyst in their Private Banking/Wealth Management division. Earlier in his career, he served as a Financial Analyst at Polished Nickel Capital Management.
Joel received his B.S. in Economics/Finance from McKendree University and an M.B.A. in Financial Analysis from DePaul University. He also holds Series 7 and 66 licenses.