CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), a family-and employee-owned wealth management firm with six offices across the nation, 8 acquisitions over the past two years, and more than $7.3 billion in Assets Under Advisement*, announced today that Joan Rockey has been appointed as Chief Financial Officer.
“As we build on the momentum that has made TMG one of the fastest growing RIAs in the country, Joan will provide the financial leadership and guidance necessary as we continue to expand into new markets during this next phase of strategic growth,” said TMG’s CEO Chris Behrens.
TMG 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 their innovative technology platform and in-house CPAs, recently named them one of the top RIA firms in the country by both Barron’s and Financial Planning**.
Joan Rockey joins TMG from Cerity Partners LLC where she was a Partner and Chief Financial Officer for the past year. Prior to that, Joan was a Partner and Chief Financial Officer at CastleArk Management, LLC for eight years. She has also held positions at Option Opportunities Company and Ernst & Young LP.
Joan is also actively involved in Chicago and the financial community. She has been a past Chairman of the CFA Society of Chicago, past President of CAIA Chicago, and a past President of Chicago Finance Exchange. She is the current President of the University of Illinois Gies College of Business Alumni Association Board, DePaul University Arditti Center for Risk Management Board member, Chairman of the Audit Committee for Easterseals National Board, an Executive Advisor of the Metropolitan Planning Council, and is active with The Chicago Club and The Economic Club of Chicago.
“I am excited to join one of the nation’s fastest growing RIAs and work alongside an exceptional leadership team as we continue to build out the fee-only national footprint through rapid organic and inorganic growth,” said Rockey.
More About The Mather Group, LLC
Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, and Philadelphia Area, TMG 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 $7.3 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 as of 5.1.21.
**Rankings are based on voluntary, non-fee paying surveys. Each organization establishes its own criteria for inclusion.
Information is accurate as the date of this press release, and no obligation nor intention to make updates or corrections exist.