The Mather Group Appoints Chris Behrens as Chief Executive Officer

The nation’s fastest-growing RIA brings in proven executive leader, Chris Behrens, to focus on strategic planning, organizational design, growth, and innovation.

CHICAGO--()--The Mather Group (TMG), a family- and employee-owned wealth management firm with six offices across the nation and more than $8 billion in assets under advisement, announced today that Chris Behrens has been appointed as chief executive officer.

Chris Behrens is currently President and CEO of YA, one of the largest engagement marketing and promotions companies in the nation, serving Fortune 500 brands and their agency partners. Throughout his six-year tenure as YA President and CEO, Behrens has led a team of more than 500 employees, including 70 software engineers, developers, and business analysts to successfully transform the firm to an all-digital platform. Behrens’ strong executive leadership and management skills, experience in scalability, and keen strategic focus on technology made him a perfect candidate for The Mather Group’s chief executive role.

Recently named the nation’s fastest-growing RIA firm, according to Financial Advisor Magazine, TMG is quickly approaching 100 employees as it builds a national boutique brand. TMG Founding Partner Stewart Mather recognized it was time to institutionalize the business and strengthen its executive structure. “With plans to expand into five new markets next year, Chris’s leadership will position the firm for our next phase of strategic growth. His proven track record and breadth of experience in scaling businesses through technology, innovation, and organization design and structure will be a great asset for The Mather Group.”

Behrens will work closely alongside Mather — and the entire TMG senior leadership team — to continue building on the strong momentum driven by TMG’s core business. The firm provides comprehensive financial services to Fortune 500 executives, including tax preparation, tax advice, portfolio management, concentrated stock management, estate planning, and comprehensive financial planning. TMG’s proven success in this space, thanks to their innovative technology platform and in-house CPAs, continues to earn them industry recognition each year, including Mather’s spot on Barron’s annual list of the Top 100 Independent Advisors.

“I’m truly honored to lead such a vibrant next-generation team,” said Behrens. “In my experience, helping companies navigate rapidly-changing industries, culture, and cutting-edge technology are the key to success — and TMG has proven to have both.” Behrens will relocate to Chicago to begin his new role effective January 1, 2020.

More About The Mather Group

Headquartered in Chicago with offices in Houston, Dallas, Atlanta, 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 $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. www.themathergroup.com

Contacts

Natalya Varkey
n.varkey@themathergroup.com

Contacts

Natalya Varkey
n.varkey@themathergroup.com