William Blair & Company
47yrs
Top advisor by experience in Illinois
9yrs
Matthew Quinlan
Financial advisor at Calamos Wealth Management
Based in Chicago, Illinois, Matthew Quinlan is a fiduciary financial advisor with 9 years of industry experience. Matthew joined Calamos Wealth Management in 2026, after nine years at Charles Schwab & CO.. Matthew holds the CFP® designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office215 N Peoria St #600, Chicago, IL 60607
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.19 million
Advisors at the firm36
States licensed ?1 state
Services through Calamos Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowCalamos Wealth Management LLCCurrent firm
- 2018 – 2026Charles Schwab & CO., Inc.Previously
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Calamos Wealth Management at (630) 245-7200 and ask for Matthew Quinlan. Matthew works from the Chicago, IL office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Calamos Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cohen Capital
47yrs
Top advisor by experience at Cohen Capital
Oppenheimer & Co.
47yrs
Top 1% by experience in Chicago
Merrill
47yrs
Top 1% by experience in Chicago
William Blair & Company
47yrs
Top 1% by experience in Chicago
Morgan Stanley
47yrs
Top 1% by experience in Chicago