Joe Weidenbach
Head of Wealth Management @Calamos Investments
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WORK HISTORY
Head of Wealth Management @Calamos Investments
Chicago, IL, US
President of Calamos Wealth Management, the firm\'s registered investment advisor (RIA) subsidiary, leading a wealth management practice serving families and institutions nationwide. Delivering strategic value through customized portfolio solutions including private market alternatives and tax-managed strategies, enhanced by sophisticated financial planning, while fostering a culture of innovation and exceptional client service. Lead a talented team nationally across Chicago, Miami, New York, and San Francisco in helping sophisticated clients preserve and build wealth.
EDUCATION
University of Dayton School of Law
Juris Doctor (J.D.)
University of Notre Dame
Master of Business Administration (MBA)
University of Dayton
Bachelor of Arts (B.A.)
SKILLS
ABOUT JOE WEIDENBACH
Seasoned wealth management executive known for building high-performing teams and delivering sophisticated solutions, leading Calamos Wealth Management, a Forbes Top RIA Firm (2025 and 2024) and registered investment advisor (RIA) subsidiary of Calamos Investments, overseeing $5.5+ AUM and directing strategy across Chicago, Miami, New York and San Francisco offices. Guide comprehensive investment management, estate planning and wealth solutions for high-net-worth individuals, multi-generational families, and institutional clients.As Regional President at U.S. Bank Private Wealth Management, directed strategy and performance for a $21B+ AUM high-net-worth business across the Northeast, Mid-Atlantic, and Southeast regions. Previously led the Central region\'s $9B AUM market (Illinois, Wisconsin, Michigan) after advancing from Illinois Market Leader.During seven-year tenure as J.P. Morgan Private Bank\'s Market Leader in Chicago, achieved near 100% client retention while driving consistent revenue growth. Led transformation initiatives focused on accelerating team performance, enhancing brand visibility, and building comprehensive client solutions across product lines. Served as senior executive for J.P. Morgan\'s Corporate Trust division, overseeing $22B+ AUM across 28 offices and 180 full-time employees.Active board service at University of Dayton and Naperville Development Partnership, DuPage Foundation (former Board Chairman and Trustee Emeritus), Museum of Science & Industry, Morton Arboretum, and member of the Economic Club of Chicago. Received J.D. and B.A. from the University of Dayton and M.B.A. from Notre Dame Mendoza College of Business. Known for driving operational excellence and delivering exceptional client outcomes through innovative wealth management strategies.
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