Nancy Velez is a Client Associate with Calamos Wealth Management, LLC and is responsible for assisting with client communications and servicing for high net worth individuals and families. She joined the firm in 2018 with more than 17 years of industry experience.
Nancy has served in several capacities within the financial services industry including a Client Advisor Associate at Boston Private Wealth and Relationship Manager/Assistant VP at BNP Paribas. In these positions, Nancy performed client reporting, research, trust administration, tax reporting and general client support for various professional advisors. Her experience includes serving many international clients, with a focus in South America.
She earned her Bachelor of Science in Business Administration with a concentration in Finance from the University of Florida and a Master of International Business Administration from Nova Southeastern University. Nancy is fluent in Spanish in addition to being conversational in French and Portuguese.