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Kevin Oneal
Vp, Supervision Principal at Calamos Wealth Management
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Work Experience
Vp, Supervision Principal
Feb 2023 - Present · 1 years and 11 months
Vp, Director Of Compliance
May 2022 - Feb 2023 · 9 months
Director Of Legal And Compliance
Jan 2019 - Apr 2022 · 3 years and 3 months
Company Details
Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a cohesive legacy that reflects personal values and objectives. Our approach addresses more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth. In addition to a dedicated wealth advisor, our team includes wealth strategists, service professionals, and a chief investment officer who combine their experience and knowledge to solve for our clients’ most complex needs. These can include estate planning, tax planning, generational wealth transfer, and selling a business, as well as any other challenges that may impact the achievement of their financial goals. Important disclosures: http://bit.ly/39ExSuR
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
2020 Calamos Court Naperville, IL 60563, US
Keywords
Investment managementwealth preservatioservices to support family officesspecialized advisory servicesfinancial advisorywealth planningestate planningrisk managementtax planning
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