Mark
Kierna

Calamos Advisors LLC

CRD#5149248
Investment Advisor
in Chicago, IL

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About this Advisor

Mark Kierna is a financial advisor based in Chicago, Illinois, working with Calamos Advisors LLC. Mark has previously held positions at Nuveen Asset Management, LLC and Calamos Financial Services LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Mark is part of Calamos Advisors LLC, which operates out of Chicago, Illinois. The firm has 6 offices and 243 employees. The firm manages assets totaling $33.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Calamos Advisors LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

215 North Peoria Street #600/1100/1200
Chicago, IL 60607

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Calamos Advisors LLC Brokerage Details

Total Assets Under Management

$33,716,889,937

IL Average: $6,674,516,078
Total Number of Employees

243

IL Average: 44
Total Number of Accounts

1,450

IL Average: 2,564
Average Account Size

$23,253,028

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Mark Kierna Work History

2023 - Present (1 year)

Calamos Financial Services LLC

2010 - 2023 (13 years)

Nuveen Asset Management, LLC

Disclosures

Please visit the SEC profile of Mark Kierna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Calamos Advisors LLC

Paul Giovanniello
Ridgefield, CT
Joseph Cusick
Naperville, IL
Matthew Eastman
Chicago, IL
Christian Brobst
Naperville, IL
Douglas Berman
Naperville, IL
Todd Abramson
Naperville, IL
Kevin Crouch
Naperville, IL
Jeffrey Shelton
Naperville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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