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Joseph C
Series 63, Series 66
Chicago, IL
Calamos Wealth Management LLC
Joseph Cusick is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Calamos advisors and related entities since 2019 and was previously employed at OCC and Tradingblock. 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 combines asset allocation, quantitative and qualitative evaluation, and utilizes a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.
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