Senior Vice President and Managing Director, Senior Wealth Advisor
Calamos Investments is a global investment firm providing clients with strategies and expertise to achieve their investment goals.
Joe Nader is a Managing Director with Citi Global Wealth based in Miami, Florida. In addition to the responsibilities customary for Managing Directors, Joe works closely with a select group of Citi's top clients throughout the South-East advising them on a full range of investment strategies including but not limited to asset allocation, structured products, private equity and credit, currencies, as well as portfolio hedging. Joe has extensive experience in private wealth management working with both US as well as international clients. With over 25 years of experience and fluency in Spanish, he has served high net worth individuals, families and institutions at internationally known private banks, as the Chief Investment Officer of a large family office for one of Miami’s most prominent families as well as the Chief Investment Officer of the largest privately held Trust Company in the State of Florida. In addition to his role at Citi Global Wealth, Joe is very active and engaged in the community. He is currently the Chair of the Board of Directors of the Nicklaus Children's Health System (the governing board that overseas the Hospital and the Foundation). He has served as Vice Chair of the Board of Directors as well as Chair of the System's Finance Committee. He currently is also serving as the Chair of the Investment Committee with oversight for all endowment as well as all pension plan assets. He has been involved with the hospital for over a decade in positions of increasing responsibility, governance and leadership. He has written numerous articles on subjects related to Wealth Management, Investments and Trust and Estate Planning. He is also a frequent speaker and panelist and has appeared on all forms of media in both English and Spanish. Additionally, he has served as an Adjunct Professor with Florida International University where he taught a course on Investments for the International MBA program. Prior to joining Citi, Joe was the National Head of Calamos Wealth Management, the Registered Investment Advisory arm of Calamos Investments, a global leader in liquid alternative asset management. Joe was responsible for leading and managing all of the firm's Advisors and Advisory teams throughout the Southeast, Midwest and Northeast Divisions as well as the investment platform. He also worked directly with a select group of the firm's top clients.
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