Jon Adams, CFA in

Jon Adams, CFA

Questioner · DISC type c
Chief Investment Officer at Calamos Wealth Management
📍 Greater Chicago Area, United States

Jon Adams is the Chief Investment Officer at Calamos Wealth Management, bringing over 20 years of experience in leading investment teams. He focuses on tailored portfolios, options solutions, and private alternatives. He holds an MBA from The University of Chicago Booth School of Business and is a CFA charterholder.

Jon has deep professional roots in the Chicago area, having earned his MBA there and held senior roles at BMO Global Asset Management and now Calamos. He is a frequent contributor to prominent financial media outlets, including Bloomberg, CNBC, and The Wall Street Journal.

Unique fact: Earlier in his career, Jon was the Deputy Head of Currency at UBS Global Asset Management, where he also managed currency portfolios.

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Experience
22 Years
Current Role
Chief Investment Officer
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Jon shows up

Price-Sensitive
Systematic
Not Easily Convinced

They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Priorities

Topics Jon cares about

Private Alternatives
A key focus in his current role and a recent topic of discussion at multiple conferences, highlighting advisor best practices for building portfolios with alternative investments.
Economic Outlooks
He recently published his firm's 2025 market outlook, focusing on navigating economic shifts and clarifying fiscal, monetary, and trade policy for investors.
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Career

Work history

5-2023
Chief Investment Officer
Calamos Wealth Management
4-2022 - 5-2023
Director, Investment Counselor at Citi Wealth at Work
Citi
3-2018 - 4-2022
Managing Director, Portfolio Manager
BMO Global Asset Management
3-2015 - 3-2018
Senior Investment Strategist and Portfolio Manager
BMO Global Asset Management
3-2011 - 3-2015
Portfolio Manager- Asset Allocation and Currency
UBS Global Asset Management
In the press

Media appearances

Calamos Wealth Management expands capabilities with addition of chief investment officer and chief wealth strategist. Featured in PR Newswire
See now
Calamos Wealth Management names new CIO and chief wealth strategist. Featured in IREI
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Education
2008 - 2011
MBA
The University of Chicago Booth School of Business
1999 - 2003
BS
Valparaiso University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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