CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a wealth management firm with 14 offices across the country and more than $8.4 billion in assets under management (AUM, as of 11/30/22), has announced its hiring of Ryan Wickert as Chief Financial Officer.
Wickert brings more than 20 years of experience to the role. Since 2010, he served in financial positions of increasing responsibility at Northern Trust, a leading global asset manager with over $1B in revenue and $1T in AUM, and was a member of the executive leadership team. Prior to that, he spent time in the firm’s wealth management unit as a regional Chief Financial Officer. Before joining Northern Trust, Wickert held various finance-related roles at multinational organizations (ranging from Fortune 50 to Fortune 500 firms) across several industries including technology, retail, and manufacturing.
As CFO at TMG, Wickert will provide strategic, data-driven insights based on his complex financial analysis and modeling skills. “Ryan is a great addition to our executive leadership team,” said TMG CEO Chris Behrens. “His background and capabilities will be invaluable as we continue to plan for aggressive growth, both organically and inorganically via M&A. I’m thrilled to have him on board.”
By various measures, TMG’s growth has been significant. For the past three years, its combined organic and inorganic AUM growth has averaged 36% per year (excluding market impact). The inorganic growth in that time came from 15 partnership acquisitions. Further, TMG’s geographic footprint has been expanding rapidly—10 of its 14 locations have been established since 2020, either through strategic partnerships or greenfield initiatives.
TMG has also been recognized by several financial and industry publications for its growth and standing. Most notably, the firm was ranked #49 on Barron’s 2022 list of Top 100 RIA Firms, rising 31 spots from its first appearance on the list in 2020. Rankings are based on Barron’s proprietary methodology, which includes various factors related to assets under management, revenue, and the quality of the firm’s practice. Firms do not pay to be considered for or ranked on the list.
The firm offers a comprehensive range of in-house services, including financial planning, tax advice and preparation, portfolio management, concentrated stock management, risk assessment, and estate planning guidance. Investment recommendations are not tied to commissions. Clients pay for the firm's experienced advice on a fee-only basis, typically as a percentage of assets under management. This approach helps align the interests of the firm with the client.
ABOUT TMG
TMG is a fee-only fiduciary firm serving primarily high-net-worth individuals. TMG’s professionals aim to simplify 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. (Registration with the SEC as an investment adviser does not, in and of itself, imply a certain level of risk or training.) Headquartered in Chicago, TMG also has offices in and around Atlanta, GA; Austin, TX; Dallas, TX; Houston, TX; Knoxville, TN; Morristown, NJ; Nashville, TN; Portland, OR; San Francisco, CA; Seattle, WA; and Washington, DC. Visit us at www.themathergroup.com.
Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Information is accurate as of the date of this press release, and no obligation nor intention to make updates or corrections exist. Visit the TMG website for more information regarding its awards and recognition.
TMG is not affiliated with and does not endorse, authorize, sponsor, verify, or monitor third-party websites and we are not responsible or liable for the content of any website, or the collection or use of information regarding any website's users and/or members.
