CG Financial Services Builds on Rapid Growth Momentum with Strategic Leadership Appointment

12 hours ago

1 min read

CG Financial Services. (2026, October 1). CG Financial Services builds on rapid growth momentum with strategic leadership appointment. Business Wire. https://www.businesswire.com/news/home/20261001839356/en/

CG Financial Services, an independent wealth management firm, was recognized by Citywire at its conference as one of the fastest-growing registered investment advisors, with annual growth of 17.2%.
The firm appointed Jon Patullo as chief operating officer and chief information officer, a dual role overseeing operations, technology strategy, advisor platform development, vendor relationships, and enterprise-wide scalability initiatives.
Patullo brings nearly 30 years of experience leading operational, technology, and growth initiatives across the RIA industry, including helping build an advisor platform at TD Ameritrade.
CEO Tony Mazzali said the firm is investing in the leadership, technology, and operational infrastructure needed to scale with discipline as it continues expanding.
Patullo will focus on strengthening the operating model, advancing digital capabilities, enhancing advisor workflows, and building scalable processes to support the firm's continued expansion.
The release states that the firm's momentum reflects the broader appeal of the independent advisory model as advisors and clients seek objectivity, flexibility, personalized guidance, and modern technology.
Recent staffing additions also include Gino DeRango, who joined last year as director of CG Advisor Network.

Knote: If a $5B RIA hires Jon Patullo, my guess is that they are not planning on being $5B for long...or even $50B.