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 February 25 2025, – 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…, 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…, 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 $124 billion in assets under management / assets under advisement 2 and Mesirow overall has $3062…, 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 Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Firm hires Tiffany Irving CFP® as Senior Vice President Wealth Advisor Focus will be on providing comprehensive wealth planning and customized asset allocation strategies to high net worth individuals and families, CHICAGO October 27 2021, – Mesirow an independent employee-owned financial services firm today announced that Tiffany Irving has joined Mesirow as Senior Vice President Wealth Advisor Leveraging more than 20 years of experience Tiffany will focus on providing comprehensive wealth planning and customized asset allocation strategies to high net worth individuals families and non-profit organizations Mesirow recently ranked…, Melissa L Bean President and CEO of Mesirow Wealth Management, “Additionally her philanthropic and civic leadership aligns with Mesirow’s culture and commitment to serving our community” “Mesirow has a history of helping wealth clients achieve their financial goals I am excited to be joining the Mesirow Wealth Management team” said, Tiffany Irving Senior Vice President Wealth Advisor, Prior to joining Mesirow Tiffany held roles in the wealth advisory divisions of BMO Harris Bank and US Trust Tiffany is an active member of the Professional Advisory Council for the Chicago Community Trust and the Chicago Foundation for Women She is also involved with the Women’s Impact Fund for the Porter County Community Foundation Tiffany earned her degree in Finance from DePaul University…, 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 Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

Hear Bob’s radio interview from December 5 2022 as he discusses the macroeconomic environment and how investors can benefit from a year-end portfolio check-up and what that could entail Listen to the replay

Hear Gregg’s interview from August 5 2024 where he discussed the importance of a mid-year financial check-in  Listen to the replay

Hear Gregg’s interview from August 7th 2023 where he discussed the pitfalls financial stresses and resources associated with aging parents Listen to the replay

Hear Gregg’s interview from February 6 2023 where he discussed how couples can work together to plan financially especially for retirement Listen to the replay Mesirow offers links to other third party websites that may be of interest are provided solely for your convenience and may assist you in locating other useful information on the Internet These sites are not under the control of Mesirow We…

  Hear Jennifer’s interview from November 6 2023 where she discussed effective ways   for listeners to give to their favorite charity by year-end Listen to the replay >

  Hear Sumit’s interview from September 11 2023 where he discussed how to build a diversified portfolio while limiting risk Listen to the replay >

Mesirow Wealth Management’s Tiffany Irving CFP ® CEPA ® appeared on “Your Money Matters”  on May 1st 2023 where she touched on the intricacies of financial planning at different life stages and the impact divorce can have on finances Listen to the broadcast   Mesirow offers links to other third party websites that may be of interest are provided solely for your convenience and may assist you in…

Hear Tiffany’s interview from March 4 2024 where she discussed estate planning basics how to get started and the importance of keeping your plan up to date, LISTEN TO THE REPLAY >