In a featured appearance on the Sterling Insights podcast, Gary Pattengale, CFP®, joined host Roger Silk to discuss the challenges high‑net‑worth individuals face when navigating concentrated stock positions, Roth conversions, and evolving tax policy.
Drawing on more than two decades of experience, Gary explains why effective wealth management requires more than investment performance—it demands careful coordination across tax, estate, and investment planning. He highlights how modeling “what‑if” scenarios can uncover hidden risks, avoid unnecessary tax costs, and support more confident decision‑making.
The conversation reinforces a core principle of Mesirow’s approach: personalized planning, grounded in analysis and aligned with each client’s long‑term goals.
Listen to the full episode to hear how disciplined, tax‑awarestrategies can help protect and grow wealth over time.
Gary Pattengale
Senior Vice President, Advanced Planning Specialist, Wealth Advisor
Wealth Management
Gary Pattengale serves as a Senior Vice President, Advanced Planning Specialist and Wealth Advisor in Mesirow Wealth Management. Gary acts a centralized, specialized resource advising clients on tax implications and strategy considerations when building comprehensive financial plans.
Gary has over 30 years of experience in the financial services industry. Prior to joining Mesirow in 2024, Gary helped individuals, families and entities with their investment and financial planning needs as well as helping corporate executives and key employees navigate their stock-based compensation plans at companies such as Corient and Northern Trust. He also served in various accounting and auditing roles.
Gary earned a Bachelor of Science in Accounting from Northern Illinois University and has also earned his CERTIFIED FINANCIAL PLANNER® designation and has previously held the Certified Public Accountant certification.