Matthew Quinlan

Employer firm

Calamos Wealth Management LLC CRD 143490

$5.48B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ASSET ALLOCATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 06/2026
  Charles Schwab & Co., Inc.
  South Barrington, IL
• 08/2013 → 11/2016
  Alpha Chi Omega Sorority
  Bloomington, IN
• 08/2013 → 05/2017
  Indiana University
  Bloomington, IN
• 01/2019 → 06/2026
  Charles Schwab Bank Ssb
  South Barrington, IL
• 06/2026 → Present
  Calamos Financial Services Llc
  Naperville, IL
• 06/2026 → Present
  Calamos Wealth Management Llc
  Naperville, IL

Previous Registrations

• 2018-01-05 → 2026-07-08
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Indianapolis, IN
  Leawood, KS
  South Barrington, IL
  Schaumburg, IL
  Oak Brook, IL
  Schaumburg, IL
  Leawood, KS
  Schaumburg, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-01-04

Designations

• Certified Financial Planner

Other Names

• Matt Quinlan
• Matthew Joseph Quinlan