Pattengale Joins Mesirow in Expansion of Tax Services
Investor - People | Feb 25, 2025 | Mesirow Financial Private Equi
Mesirow, a prominent independent financial services firm, has announced the strategic hiring of Gary Pattengale, CFP, who joins as a Senior Vice President, Advanced Planning Specialist, and Wealth Advisor. With over three decades of experience, Pattengale will enhance Mesirow’s wealth management services by contributing his extensive tax planning expertise. This appointment aligns with Mesirow's commitment to organic expansion, strategic acquisitions, and innovative service offerings, as previously demonstrated by their acquisitions of Front Barnett Associates and Price Wealth Management. Mesirow, managing over $12.4 billion in assets, is poised to bolster its service to high-net-worth clients, underscored by its repeated inclusion in Barron’s Top 100 RIA Firms and its long-standing reputation as a leader in tailored financial solutions.
Sectors
- Financial Services
- Wealth Management
Geography
- United States – The operations discussed are based in the United States, including Mesirow’s headquarters in Chicago, IL and acquisitions in Florida.
Industry
- Financial Services – The article primarily discusses developments within a financial services firm, focusing on wealth management and advanced tax planning strategies.
- Wealth Management – The hiring of a specialist to enhance tax planning services in wealth management is a central focus of the article.
Financials
- 12.4 billion USD – Assets under management/advisement by Mesirow Wealth Management.
- 306.2 billion USD – Overall assets under supervision by Mesirow.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Mesirow Financial Private Equity | Private Equity Firm | Company | An independent, employee-owned financial services firm with a focus on wealth management and investment advisory services. |
| Gary Pattengale, CFP | Senior Vice President, Advanced Planning Specialist, Wealth Advisor | Person | A financial consultant with over 30 years of experience, recently hired by Mesirow to enhance its wealth management and tax planning capabilities. |
| Front Barnett Associates, LLC | Acquired Company | Company | A firm acquired by Mesirow to deepen its offering to high-net-worth clients. |
| Price Wealth Management | Acquired Company | Company | An RIA firm based in Stuart, Florida, acquired by Mesirow to expand its wealth management services. |
| Northern Trust | Former Employer of Gary Pattengale | Company | A previous employer where Gary Pattengale gained experience in advising on financial plans and stock-based compensation. |
| Corient | Former Employer of Gary Pattengale | Company | A company where Gary Pattengale held advisory roles focusing on investment and financial planning. |
| Barron's | Publisher of Rankings | Company | Publisher of the Top 100 RIA Firms list, recognizing Mesirow’s excellence in wealth management. |