VP - Sr. Wealth Advisor
As a Senior Wealth Advisor, Kristi provides individuals, families, foundations and trusts comprehensive investment and wealth management solutions. She joined Calamos Wealth Management from BMO Harris Bank (St. Charles) as Director, Private Wealth Advisor. Prior to her position at BMO, she was with J.P. Morgan as a Vice President in Private Banking and with Fifth Third Bank for over 10 years in various capacities, including Assistant Vice President for Trust Business Development.
Kristi is very active in her support of CASA Kane County, a nonprofit volunteer organization that advocates for abused and neglected children within the Juvenile Court system; currently as a member of the Chairman’s Advisory panel. Kristi’s other community activities include St. Charles Arts Council (former board member) and a member of Fox Valley Estate Planning Council. She is a former recipient of Aurora YWCA’s Women of Distinction honor.
Kristi is a graduate of Western Kentucky University with a B.A in Business. She holds FINRA series 7 and 63 licenses.