CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with seven offices across the country and more than $6.8 billion in Assets Under Advisement*, announced today that Patrick Lawlor, CFA®, CFP®, has been appointed as President and Head of Mergers & Acquisitions.
Patrick Lawlor leverages his 20 years of industry experience to focus on TMG’s strategic M&A growth initiatives. Prior to joining TMG in 2017, he was with Alpha Fiduciary, a Phoenix-based fee only RIA, which had purchased Leavitt Capital Management in 2015. Leavitt was a multifamily office in the Chicagoland area, specializing in domestic and foreign alternative investments, including hedge funds, private equity, oil and gas, timber, and various other investment vehicles. Lawlor held several positions during his 10+ year tenure at Leavitt Capital Management, eventually becoming President of the firm.
Over the last two years, his efforts have resulted in the acquisition of seven firms, four thus far in 2020, with the potential to expand into new markets before year-end, generating increased momentum going into 2021. TMG Chief Executive Officer Chris Behrens recognized Lawlor’s expertise, leadership, and innate ability to identify and acquire the right future partners to be part of TMG. “In this key role, Patrick has proven to be an integral leader and valued team member at TMG. He has done a tremendous job in executing our M&A strategy, and I am extremely confident he’ll continue to excel in his new role to accomplish these goals and objectives.”
Lawlor will work closely alongside Behrens and TMG Founding Partner Stewart Mather, CFP®, to drive the strategic growth of the firm and further develop the company’s national footprint. The firm provides comprehensive financial services to high net worth clients, including tax preparation, tax advice, portfolio management, concentrated stock management, estate planning, and comprehensive financial planning. TMG’s proven success in this space, driven by its innovative technology platform and in-house CPAs, recently landed the firm the number 14 spot on Forbes Top 100 Wealth Managers of 2019 and the number one spot on Financial Advisor Magazine’s Fastest-Growing RIA Firms in 2019.
“I am grateful to be part of such a great team here at TMG,” said Lawlor. “I look forward to further developing the firm’s national boutique brand by partnering with like-minded fee-only founders who are fiercely committed to remaining independent.”
More About The Mather Group
Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, San Francisco Bay Area, and Philadelphia Area, The Mather Group is a fiduciary-only firm serving affluent and ultra-affluent families and individuals. Founded in 2011 with $150 million in assets under advisement, TMG has grown to more than $6.8 billion in assets under advisement. TMG’s in-house attorneys, CPAs and other professionals simplify their clients’ lives by providing a comprehensive suite of services under one roof. TMG is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing discretionary and non-discretionary investment advice to clients. Visit us at www.themathergroup.com.
*Assets Under Advisement (AUA) consists of discretionary, non-discretionary assets and assets that we advise on but do not directly manage.
Information is accurate as the date of this press release, and no obligation nor intention to make updates or corrections exist.