Mesirow Wealth Management Expands Team with Tax Expert Hiring
Mesirow Wealth Management Expands Team with Tax Expert Hiring
In a strategic move to bolster its Wealth Management services, Mesirow Wealth Management introduces Gary Pattengale as a pivotal member of its team. This new position as a Mesirow Wealth Advisor and Advanced Planning Specialist highlights the firm's commitment to providing expert-level guidance in tax planning.
Gary Pattengale's Role and Expertise
As a seasoned professional, Gary Pattengale brings over 30 years of diverse experience within the financial services sector. His primary focus will be on tax planning, allowing Mesirow's Wealth Advisors to leverage his specialized knowledge as they develop and implement comprehensive wealth plans for their clients.
Access to Centralized Tax Planning Resources
Mesirow Wealth Advisors are set to benefit significantly from Gary’s expertise through a centralized tax planning resource. This addition aims to enhance their ability to build tailored strategies that consider tax implications and meet individual client needs effectively.
Mesirow's Strategic Expansion of Services
The strategic hiring of Gary Pattengale exemplifies Mesirow's ongoing mission to expand its service offerings and grow its Wealth Management division. Recently, Mesirow completed the acquisition of Front Barnett Associates, LLC, broadening its wealth management capabilities tailored to high-net-worth clients. Additionally, the firm further expanded its reach by acquiring Price Wealth Management, an RIA firm that enhances the services available to clients.
Recognitions and Awards
Additionally, the firm was recognized in Barron’s 2024 Top 100 RIA Firms list, marking a significant achievement for Mesirow Wealth Management, recognizing its continued growth and commitment to client service excellence.
Leadership Insights on the New Appointment
Brian Price, the CEO of Mesirow Wealth Management, expressed enthusiasm about Gary’s hiring stating, "Gary's decades of experience as a financial consultant adds a critical dimension of advanced tax planning to our best-in-class client service. We eagerly anticipate his collaboration with our Wealth Advisors and the valuable contributions he will make."
Gary's Commitment to Client Service
Reflecting on his new role, Gary mentioned, "I am excited to join Mesirow Wealth Management and build on the firm's outstanding, 88-year reputation for serving the unique, dynamic needs of high-net-worth individuals and families." Prior to joining Mesirow, Gary held renowned positions at Corient and Northern Trust, advising clients on their investment strategies while providing essential support with equity compensation planning.
A Comprehensive Overview of Mesirow Wealth Management
With over $12.4 billion in assets under management, Mesirow Wealth Management is committed to a personal approach tailored to each client’s goals. This dedication to personal service, combined with a robust technological backbone, positions Mesirow as a leader in financial planning and investment management.
Further Engagement with Mesirow Wealth Management
Mesirow Wealth Management is deeply committed to using its resources for the benefit of clients, communities, and the firm’s culture. Their approach is not only about growing wealth but also ensuring that they serve a broader social good.
Frequently Asked Questions
What is the focus of Gary Pattengale's role at Mesirow?
Gary Pattengale serves as a Wealth Advisor and Advanced Planning Specialist, primarily focusing on tax planning to aid clients and Wealth Advisors.
What recent acquisitions has Mesirow completed?
Mesirow recently acquired Front Barnett Associates, LLC, and Price Wealth Management, enhancing their wealth management services.
How does Mesirow Wealth Management support its advisors?
Mesirow provides centralized resources, including specialized tax planning assistance to help Wealth Advisors build comprehensive strategies for clients.
What recognition has Mesirow achieved in recent years?
Mesirow was named in Barron’s 2024 Top 100 RIA Firms list, reflecting its growth and commitment to excellence in the industry.
What is Mesirow's overall approach to wealth management?
Mesirow employs a personal, customized strategy that integrates investment management with financial planning while prioritizing clients' financial goals.
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