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Mesirow Appoints Gary Pattengale as Senior Vice President, Advanced Planning Specialist

Smita SinghbySmita Singh
in Business, News, NORTH AMERICA
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Mesirow Appoints Gary Pattengale as Senior Vice President, Advanced Planning Specialist

Mesirow Appoints Gary Pattengale as Senior Vice President, Advanced Planning Specialist

CHICAGO, Illinois, United States, February 2025 — Mesirow, an independent, employee-owned financial services firm, today announced the appointment of Gary Pattengale, CFP® as Senior Vice President, Advanced Planning Specialist, Wealth Advisor. In this newly created role, Gary will serve as a Wealth Advisor and a specialized resource for tax planning at Mesirow Wealth Advisors, guiding the development of comprehensive wealth plans for high-net-worth individuals and families.

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Gary Pattengale brings over 30 years of tax planning and financial services experience to his role at Mesirow and will be based in the firm’s Highland Park, IL office. His appointment underscores Mesirow’s commitment to expanding its wealth management services through strategic acquisitions and enhanced service offerings. In recent years, Mesirow acquired Front Barnett Associates, LLC and Price Wealth Management, enhancing its capabilities to serve ultra-high-net-worth clients.

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“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. 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.

About Mesirow:

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices globally, Mesirow serves 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, Mesirow invests in what matters: our clients, our communities, and our culture.Mesirow Wealth Management manages over $12.4 billion in assets under management/advisement, with Mesirow overall supervising $306.2 billion in assets.

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Tags: Chicagofinancial planningFinancial ServicesGary PattengaleHappy Place to Work CertificationHPTWLeadership AppointmentMesirowtax planningwealth advisorWealth Management
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