Joseph Cusick

Joseph Cusick has extensive experience in the financial industry, starting as a Floor Trader at CBOE in 1996 and progressing to roles such as Financial Advisor at BrokersXpress, Senior Vice President at CHARLES SCHWAB/optionsXpress, VP of Wealth and Asset Management at MoneyBlock, and Director at OCC. Most recently, they have been serving as the SVP Portfolio Manager/Specialist at Calamos Investments since 2019. Throughout their career, Joseph has demonstrated expertise in asset management, financial education, and business development, contributing to the growth and success of various organizations.

Joseph Cusick earned a Bachelor of Arts in Communication/English from Marquette University in 1994. Prior to that, they attended the University of Wisconsin-Madison in 1989-1990. Additionally, they hold Series 4, 7, 63, and 66 licenses from the Financial Industry Regulatory Authority (FINRA).