Calamos Wealth Management Strengthens Team with New Senior Advisors

Calamos Wealth Management Expands Team with Seasoned Professionals

Calamos Wealth Management, part of Calamos Investments, has just announced a significant expansion of its advisory team with the hiring of two highly experienced professionals. Gregory Whitehead and Tony Oommen are set to take on leadership roles as Senior Vice Presidents and Managing Directors, overseeing the regional offices in Northeast and Midwest USA, respectively. This strategic move aims to enhance client services significantly and strengthen the firm's position in wealth management.

Enhanced Client Services

Joe Weidenbach, the Head of Calamos Wealth Management, expressed enthusiasm over these new appointments, stating, "The additions of Gregg and Tony represent a significant enhancement to our Chicagoland and New York offices." He emphasized their extensive experience in leading teams while noting their deep expertise in wealth planning, investment management, and philanthropic strategies. Both advisors have demonstrated a commitment to maintaining a client-first approach, aligning perfectly with Calamos' mission of delivering comprehensive and personalized wealth management solutions.

Meet Gregory Whitehead

Gregory Whitehead steps into his role with over 18 years of experience in the financial services sector. Before joining Calamos, he served as the Director of Wealth Management for the Greater Metro Region at Charles Schwab, overseeing operations across key markets such as New York City, New Jersey, Philadelphia, and Michigan. In that role, Whitehead was responsible for consulting, coaching, and training financial consultants and branch managers, focusing on delivering unparalleled client investment experiences.

In his early career, he held the position of Assistant Branch Manager at the Millburn, N.J. complex and also served as a Senior Financial Consultant. As a Certified Wealth Strategist (CWS) and Chartered Retirement Planning Counselor (CRPC), Whitehead provides specialized knowledge in comprehensive wealth strategies and retirement planning solutions. His academic background includes a Bachelor of Science in Integrated Marketing Communications from Ithaca College.

Introducing Tony Oommen

Tony Oommen brings with him a wealth of experience exceeding 27 years, specifically in serving high-net-worth and ultra-high-net-worth clients. His most recent role was as a Wealth Management Advisor at Fidelity Private Wealth Management, where he honed his expertise in philanthropic planning. Oommen spent over seven years with Fidelity Charitable, collaborating with professional advisors, family offices, and ultra-high-net-worth families to devise large-scale philanthropic giving solutions.

Recognized as a thought leader in the wealth management space, Oommen holds several prestigious accreditations, including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Chartered Advisor in Philanthropy (CAP). His insights have appeared in notable publications such as the Wall Street Journal, MarketWatch, and CNBC.com, among others. Additionally, Oommen authored a chapter on philanthropy in the textbook "Tools & Techniques of Estate Planning for Modern Families (3rd edition)." He is also active in Chicago's advisory and philanthropic communities, participating on various professional and philanthropic boards. Oommen graduated from the University of Illinois at Urbana-Champaign.

About Calamos Wealth Management

Calamos Wealth Management specializes in offering comprehensive wealth advisory services tailored for high-net-worth individuals, families, nonprofit entities, and institutions. Clients benefit from a broad spectrum of investment capabilities and institutional resources as part of Calamos Investments.

Calamos Investments itself is a diversified global investment firm presenting innovative investment strategies, including alternatives, multi-asset, convertible, fixed income, private credit, equity, and sustainable equity. Having over $46 billion in assets under management (AUM), the firm prides itself on its unique offerings through ETFs, mutual funds, closed-end funds, interval funds, and separately managed portfolios. With its headquarters in the Chicago metropolitan area, Calamos also has offices in key cities like New York, San Francisco, and Miami, among others. To learn more, visit their official website or check their presence on social media platforms like LinkedIn and Instagram.

In conclusion, the strategic appointments of Gregory Whitehead and Tony Oommen mark a significant step forward for Calamos Wealth Management, further demonstrating its commitment to providing exceptional client services in the wealth management sector.