CHICAGO–(BUSINESS WIRE)–Aug 11, 2021–
The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with seven offices across the nation, eight acquisitions over the past two years, and more than $7.95 billion in Assets Under Advisement*, announced today that Tracy Bousky and her team from Treybourne Wealth Planners has joined TMG Chicago. Tracy joins TMG after 2 years as Lead Advisor at Treybourne Wealth Planners and 15 years as Lead Advisor at Private Vista.
“I’m so excited to be a part of TMG’s next phase of strategic growth,” said Tracy Bousky, who will join TMG Chicago as a Managing Director. “The firm’s approach to holistic wealth management, as well as its comprehensive list of financial services, are just a few of the many reasons why I’m excited to join the team.”
Following an early career in corporate finance and accounting, which included positions in audit, strategic planning, and operations management, Tracy redirected her focus to working with entrepreneurs on all aspects of financial management in 2002. Wealth Advisor Chase Ying Huang, an essential member of her team has also joined TMG. Tracy’s work with families and business owners has allowed her to help them realize their dreams and work through some difficult situations. She believes that being a part of the client’s inner circle when major financial, life, or business decisions are being contemplated is a privilege, which aligns with TMG’s business philosophy.
TMG provides a comprehensive range of in-house services to high-net-worth clients including tax preparation, tax advice, portfolio management, concentrated stock management, risk assessment, estate planning guidance, and comprehensive financial planning. TMG’s proven success in this space, driven by their innovative technology platform and in-house CPAs, was recently named one of the top RIA firms in the country by Crain’s Chicago Business, Barron’s, and Financial Planning **.
“We are very happy to have Tracy and Chase join the TMG Chicago team from Treybourne. They are both well-respected leaders in the Chicago community and bring a wealth of knowledge to the TMG team,” said Christopher Behrens, CEO at TMG. “The partnership with Tracy and Chase is our second acquisition of 2021 and builds on the exciting momentum for TMG as we continue to grow our national boutique brand.”
More About TMG
Headquartered in Chicago with offices in Atlanta, Houston, Dallas, Austin, Knoxville, and Philadelphia Area, with a presence in the San Francisco Bay Area, TMG is a fee-only firm serving primarily high net worth individuals. Founded in 2011 with $150 million in assets under advisement, TMG has grown to more than $7.95 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.
**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.
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CONTACT: Natalya Varkey
KEYWORD: UNITED STATES NORTH AMERICA ILLINOIS
INDUSTRY KEYWORD: CONSULTING ACCOUNTING PROFESSIONAL SERVICES FINANCE
SOURCE: The Mather Group, LLC
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PUB: 08/11/2021 09:00 AM/DISC: 08/11/2021 09:02 AM