Press release
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Wealth Management

Mesirow Wealth Management hires Gary Pattengale, CFP in strategic expansion of tax planning services

  • In this newly created role, Gary serves as a Mesirow Wealth Advisor as well as a centralized Advanced Planning Specialist, with a focus on tax planning
  • Mesirow Wealth Advisors gain access to this centralized, specialized tax planning resource as they build comprehensive wealth plans for clients
  • Gary brings over 30 years of tax planning and financial services experience and will be based in the firm's Highland Park, IL office
Chicago
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February 25, 2025

ā€Mesirow, an independent, employee-owned financial services firm, today announced that Gary Pattengale, CFP has joined Mesirow as Senior Vice President, Advanced Planning Specialist, Wealth Advisor. Leveraging more than 30 years of experience, Gary serves as a Wealth Advisor for high net worth individuals and families as well as a centralized, specialized tax planning resource for all Mesirow Wealth Advisors as they build comprehensive wealth plans inclusive of tax implications and strategy considerations.

The addition of Gary's expertise to Mesirow Wealth Management reflects the firm's focus on growing its Wealth Management business through organic growth, strategic acquisitions and expanding products and services. In 2023, Mesirow announced the acquisition of Front Barnett Associates, LLC, deepening Mesirow's wealth management offering to high net worth and ultra-high net worth clients, and in September 2024 acquired Price Wealth Management, an RIA firm based in Stuart, Florida. Mesirow was also recently named to Barron's 2024 Top 100 RIA Firms list for the fourth consecutive year1.

"Gary's decades of experience as a financial consultant adds a key component of advanced tax planning to our best-in-class client service," said Brian Price, CEO, Mesirow Wealth Management. "We look forward to Gary's collaboration with our Wealth Advisors as they serve their clients, and to the contributions he will make to the ongoing growth of Mesirow Wealth Management, our firm's founding capability."

"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," said Gary Pattengale, CFP, Senior Vice President, Advanced Planning Specialist, Wealth Advisor. Prior to joining Mesirow, Gary held roles at Corient and Northern Trust, advising individuals, families and entities on their investment and financial planning needs and helping corporate executives and key employees navigate their stock-based compensation plans.

Mesirow Wealth Management has more than $12.4 billion in assets under management / assets under advisement,2 and Mesirow overall has $306.2 billion in assets under supervision.3 Learn more about Mesirow Wealth Management. Ā 

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About Mesirow

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture.

Mesirow has been named one of the Best Places to Work in Chicago by Crainā€™s Chicago Business multiple times and is one of Barronā€™s Top 100 RIA firms. To learn more, visit mesirow.com, follow us on LinkedIn and subscribe to Spark, our quarterly newsletter.

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1. 2024 Barron's Top RIAs (Received September 2024 for the year 2023. Licensing fees paid post award for use of the ranking). In order to be considered for the Barron's 2024 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm's ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning. | 2. Assets under management is as of 12.31.2024 and Assets under advisement is as of 9.30.2024. Some assets under advisement (AUA) are on a 45-to-90-day lag due to time needed to confirm away assets. | 3. As of 12.31.2024 unless otherwise noted. | 1. Assets under supervision includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management (RAUM) is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement (AUA) are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $175.23 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $885.03 million, and (iii) alpha strategies $1.57 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a scaled AUM, which is higher than the actual aggregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 12.31.2024, the unscaled AUM for alpha strategies was $365.38 million | Award recognition disclosures: mesirow.com/award-recognition-disclosures

Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Ā Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.ā€™s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.