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In this newly created role, Gary serves as a Mesirow Wealth Advisor and a centralized Advanced Planning Specialist, with a focus on tax planning.
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Mesirow Wealth Advisors gain access to a centralized, specialized tax planning resource as they build comprehensive wealth plans for clients.
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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, Feb. 25, 2025 /PRNewswire/ — 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 and 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.
