Longtime private wealth advisor with Wilmington Trust joins in a role working directly with clients and serving as an in-house consultant
NAPERVILLE, IL, March 06, 2019 /24-7PressRelease/ — Calamos Wealth Management, a full-service wealth advisory firm serving individuals and families, announced the addition Frazer Rice as a Sr. Wealth Strategist in a continuing expansion of the firm’s New York office. Previously, as managing director at Wilmington Trust, Rice led a team responsible for service 70 client and more than $11 billion in client assets under management and administration.
Rice is the author of the book “Wealth, Actually: Intelligent Decision-Making for the 1%,” released in 2018, which draws on anecdotes from his professional career in covering key wealth-management topics for prosperous individuals. Rice also produces a blog and podcast in support of the concepts of his book.
Rice said, “I’ve focused my career addressing complex financial situations with common-sense thinking. In Calamos Wealth Management I recognize a growing firm committed to the same thing. I was impressed with their culture from the outset. CWM combines the investment expertise and resources of much larger firms with the dexterity of a breakaway RIA and the pedigree and principles of one of the legends in the investment world. I’m thrilled to be here.”
As a Senior Wealth Strategist, based out of Calamos Wealth Management’s Midtown offices in Rockefeller Center, Rice will directly serve a group of individuals, families, and institutions. He will also serve as a firm-wide consultative resource.
Rice’s brings applied knowledge of matters affecting wealth management, including estate planning. He graduated with a J.D. from Emory University School of Law in 2001 and served as a corporate attorney and in the New York State Department of Economic Development before launching his wealth-management career in 2002 in Wilmington Trust’s New York office, where he stayed until 2018. Rice earned his bachelor’s degree from Duke University in 1995.
Rice’s service work has included senior advisory positions with several non-profits. He is currently the Chairman of Taliesin Nexus, a Los Angeles-based non-profit that connects young filmmakers with industry veterans who support liberty-based themes.
Jim Baka, President of Calamos Wealth Management states, “We are very pleased to welcome Frazer to the firm as part of our growth efforts in New York. His background in working with high net worth and ultra-high net worth individuals and families along with endowments, institutions and family businesses provides a nice complement to the talents of the current team.”
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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