Kristi Wano, a seasoned advisor in the financial industry, brings a depth of experience accrued throughout her financial career. Her extensive experience includes a notable tenure as a VP Senior Wealth Advisor with Calamos, showcasing her proficiency in navigating the complexities of wealth management.
Before her time at Calamos, Kristi held a pivotal role as Director and Private Wealth Advisor with BMO Private Bank, where she excelled in managing client relationships exceeding $400 million. Her success in this capacity underscored her strategic insight and commitment to delivering tailored solutions that align with clients’ unique financial goals.
Kristi’s journey in finance includes Vice President positions in private banking with industry giants such as J.P. Morgan Private Bank and Fifth Third Bank, where she further honed her skills and contributed to the success of high-profile financial institutions.
A proud alumna of Western Kentucky University, Kristi earned her degree in 2011, laying the foundation for a career marked by continuous growth and achievement. Beyond her professional accomplishments, Kristi is a dedicated board member of the local chapter of CASA (Court Appointed Special Advocates), as well as the Waubonsee Community College Foundation, showcasing her commitment to community service and advocacy for those in need.
Known for her unwavering dedication to clients, Kristi is recognized for her ability to unravel complex financial challenges and provide comprehensive solutions that align with long-term wealth objectives. As she brings her wealth of knowledge and experience to our team, Kristi Wano stands ready to guide you on your journey to financial success.
Education
- Western Kentucky University, B.S. Business
Certifications & Licenses
- Series 65
Recognitions
- YWCA’s 2001 Woman of Distinction Award
Philanthropy
- Board member of the local chapter of CASA (Court Appointed Special Advocates)
- Board member at Waubonsee Community College Foundation
