Calamos Wealth Management Expands New York Office
Geoff Sargeant and Mark Rabinovich join from Neuberger Berman; further expansion anticipated
NAPERVILLE, IL, December 06, 2018 -- Calamos Wealth Management, a full-service wealth advisory firm serving individuals and families, announced the expansion of its New York office with two experienced advisors:
• Geoffrey Sargeant, CFP®, AEP®, joined as a Senior Wealth Advisor. Sargeant was previously a Senior Vice President and Wealth Advisor at Neuberger Berman, where he was part of a team overseeing $1.8 billion in client assets. Prior to Neuberger Berman, Sargeant was Managing Director and Senior Investment Consultant at City National Bank in New York. He graduated from Bucknell University in 2000 and earned the CFP® designation in 2006.
• Mark Rabinovich, previously a member of the same Neuberger Berman team as Sargeant, joined as a Wealth Planning Consultant. Rabinovich was at Neuberger Berman for 13 years, after starting his career at Oppenheimer & Co Inc. He graduated from Boston University's School of Management in 2003 then earned an MBA with a Financial Management concentration from Iona College's Hagen School of Business in 2012. In 2017, Rabinovich earned a certificate in Financial Planning and Services from New York University.
"Geoff and Mark bring deep experience in financial services as well as a track record for outstanding client service," said Jim Baka, President of Calamos Wealth Management. "I'm pleased to welcome them to our team in New York and am looking forward to their contributions to our broader practice."
The addition of Sargeant and Rabinovich marks an initial move toward the firm's planned expansion of its wealth management practice located in Midtown New York, at 610 Fifth Avenue in Rockefeller Center.
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.
# # #
Contact Information
John BielskiCalamos Wealth Management
Naperville, IL
US
Voice: 888-857-7604
Website: Visit Our Website
Disclaimer