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Kristi Wano

SVP, Senior Wealth Advisor

SAGE Private Wealth Group

United States, Illinois, Chicago

About Me

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 Vic

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Profile Information

SVP, Senior Wealth Advisor

SAGE Private Wealth Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Mar 24, 2025

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