Scott Poulin is a financial advisor with Calamos Wealth Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been with Calamos Wealth Management since 2015.
Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, vehicle selection, and ongoing monitoring, using a mix of individual equities, fixed income, mutual funds, ETFs, interval funds, and private investment funds.