Mark Rabinovich, CFP®
Mark Rabinovich is an experienced Wealth Planning Consultant passionate about delivering exceptional relationship management services tailored to his clients’ needs.
With more than 15 years of industry experience, Mark has a deep understanding of financial planning for high net worth individuals and institutional investors. He leverages his background in client service to successfully develop new business relationships and enhance existing ones. Mark also has experience in areas of inter-generational wealth transfer, trust solutions, estate planning and retirement planning.
Mark holds a BBA in Finance from Boston University and an MBA from the Hagan School of Business at Iona College where he graduated Summa Cum Laude with a Financial Management concentration. Mark also received a Financial Planning Certificate from New York University’s School of Professional Studies.
Mark is a Certified Financial Planner® professional and holds Series 7, 63 and 65 licenses. He is fluent in Russian. Prior to joining Calamos, he served in various roles within the investment and wealth management areas at Smith Barney and Neuberger Berman.