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Gleason Financial Group

William Blair Private Wealth Management

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Our Team

  • Patrick Gleason

    Pat Gleason

    Vice President, Wealth Advisor

    +1 312 364 8130
    View profile
  • melissadzial

    Melissa Diaz

    Client Relationship Associate

    +1 312 364 5183
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PWM Professional Resources

  • lauracoy

    Laura Coy

    Partner, Head of Philanthropy and Sustainability

    +1 312 364 8037
    View profile
  • cararyadi

    Cara Ryadi

    Director, Wealth Strategy

    +1 312 801 7740
    View profile
  • donyeomans

    Donald Yeomans

    Corporate & Executive Services Manager

    +1 312 364 5289
    View profile

Thinking Logo | William Blair logo

Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.

Go to William Blair Thinking
Compass

About William Blair

William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 2,100+

    Employees worldwide

  • 156 billion+

    Client assets

  • 90+ Years

    Independent and employee-owned

  • 30+

    Offices worldwide*

  • 700+

    Companies under coverage

As of June 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.

More about William Blair affiliated entities

Thought Leadership

  • Friday, August 14, 2026

    Best Financial Practices for College Students

    Learn the basics of managing your finances so you are set up to succeed after graduation.

    Read more
  • Thursday, August 6, 2026

    Financial Tips for Making a Major Purchase

    Address these financial considerations when purchasing a new vehicle or home.

    Read more
  • Monday, July 6, 2026

    Quick Reference Guide to Retirement Plans

    Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.

    Read more
See more thought leadership

Our Latest News

  • Monday, August 24, 2026

    Jersey Mike’s Subs Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Jersey Mike’s Subs Inc. (JMKE $22.66), a large, growing franchised restaurant brand featuring sliced-to-order sub sandwiches.

    Read more
  • Monday, August 24, 2026

    Reformation Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Reformation Inc. (REF $14.51), a rapidly growing fashion retailer of women’s apparel and accessories with the mission of making sustainable fashion at scale.

    Read more
  • Friday, August 21, 2026

    Beta Bionics, Inc. and Tandem Diabetes Care, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Beta Bionics, Inc. (BBNX $20.01) and Tandem Diabetes Care, Inc. (TNDM $23.46), medical technology companies that develop, manufacture, and market automated insulin delivery systems for the management of diabetes.

    Read more
See more news

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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