Pat Gleason is a wealth advisor with William Blair's Private Wealth Management group. He leverages the firm's vast resources to provide his clients with tailored asset allocation strategies, investment opportunities, and disciplined financial planning that help each individual and family achieve their financial objectives. Pat began his career at Aon Corporation in data analytics on its global strategy team. There, he was responsible for performing sophisticated analysis using various technology platforms. Today, technology plays an important role in his practice.
Pat is actively involved in the philanthropic community, serving the Maryville Golf Academy dedicated to training, coaching, and mentoring young golf enthusiasts. He is also an active member of the Union League Club of Chicago and works with Big Shoulders teaching personal finance to adolescents. Pat lives in the West Loop and in his spare time enjoys running, skiing, and golf.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.