Jon Adams, CFA in

Jon Adams, CFA

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Chief Investment Officer at Calamos Wealth Management
📍 Greater Chicago Area, United States

Jon Adams is the Chief Investment Officer at Calamos Wealth Management, where he leads the investment practice with over 20 years of experience. He specializes in building tailored portfolios, options solutions, and private alternatives. Jon earned his MBA in Analytic Finance and Economics from The University of Chicago Booth School of Business.

Jon is a recognized thought leader with extensive media experience, frequently appearing on platforms like Bloomberg and CNBC to share his market insights and economic perspectives.

His firms investment philosophy re-envisions the traditional 60/40 portfolio as a more diversified 50/30/20 split across equities, fixed income, and alternatives.

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

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jon cares about

Private Alternatives
He frequently speaks on panels about best practices for building portfolios with private alternatives, seeing them as key diversifiers for clients.
Customized Portfolios
Advocates for moving beyond standard models to highly customized allocations for each client, believing this approach delivers better outcomes.
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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

No media yetWe could not find public media appearances for this person.
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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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