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Michael George Kassab

Calamos Advisors LLC

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About Michael George Kassab

Michael Kassab is a financial advisor with over 15 years of experience in the financial services industry. Michael is currently registered with Calamos Advisors LLC and Calamos Wealth Management LLC. Previously, Michael has worked with Credit Suisse Securities (USA) LLC, Foreside Fund Services, LLC, Jefferies & Company, Inc., and Gabelli & Company, Inc. Michael has a wide range of experience in the financial services industry, including investment banking, research, and portfolio management. Michael holds the Series 63, Series 7, Series 24, Series 86, and Series 87 licenses. Michael is also a CFA charterholder.

Firm Information

Michael Kassab is currently registered with Calamos Advisors LLC. Calamos Advisors LLC is a leading investment management firm headquartered in Naperville, Illinois. The firm provides portfolio management services to a wide range of clients, including individuals, corporations, institutions, and pooled investment vehicles. Calamos Advisors LLC has over $33 billion in assets under management and has a team of experienced investment professionals. The firm's investment strategies are focused on delivering long-term value to its clients through a variety of investment products, including mutual funds, ETFs, and separately managed accounts.
Calamos Advisors LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$33.72B

Assets Under Management

15

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Kassab’s Registration & Firm History

IL

11/01/2019 - Present

Calamos Advisors LLC (NAPERVILLE IL)

NY

11/02/2009 - 10/10/2014

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

CT

11/29/2007 - 10/09/2009

FORESIDE FUND SERVICES, LLC (GREENWICH CT)

CT

08/10/2006 - 06/01/2007

JEFFERIES & COMPANY, INC. (STAMFORD CT)

NY

12/16/2002 - 09/21/2004

GABELLI & COMPANY, INC. (RYE NY)

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Licenses & Designations

BC

Issued 08/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2010

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/05/2010

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael George Kassab.
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