Velez is a longtime wealth advisory client specialist with experience serving international clients, particularly in South America
MIAMI, FL, May 01, 2018 /24-7PressRelease/ — Calamos Wealth Management, a full-service wealth advisory firm serving individuals and families, announced today that Nancy Velez has joined the firm’s South Florida office as a Client Associate. Velez is a longtime wealth advisory client specialist with experience serving international clients, particularly in South America.
“Nancy’s experience in comprehensive wealth management, combined with her background in providing service to both domestic and international high net worth clients, makes her an ideal addition to our expanding team in South Florida,” said Jim Baka, President of Calamos Wealth Management.
“As we grow, our objective is to provide a truly differentiated level of wealth management products and services. This includes products and services designed for high net worth to ultra-high net worth clientele seeking sophisticated investments, including alternatives, along with wealth planning and trust services. All delivered with a high level of client service,” said Joseph Nader, South East Division Head for Calamos Wealth Management.
At Calamos, Velez assists with client communications and general client support for the professional advisors. She brings more than 17 years of industry experience, which includes roles as a Client Advisor Associate at Boston Private Wealth and Relationship Manager/Assistant VP at BNP Paribas.
Velez earned her Bachelor of Science in Business Administration with a concentration in Finance from the University of Florida and a Master of International Business Administration from Nova Southeastern University. She is fluent in Spanish and is conversational in French and Portuguese.
About Calamos Wealth Management
Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to individuals, families, and small to mid-size institutions including foundations and charitable endowments. Services include investment advisory, comprehensive wealth planning, risk management, and generational wealth transfer, among others needed to meet the needs of its diverse clientele. Calamos Wealth Management headquarters are located in Naperville, Illinois with additional offices in New York and Florida. The firm is a wholly owned subsidiary of Calamos Investments LLC. Learn more at www.calamos.com/wm.
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