Patrick Rule

Patrick Rule

Managing Director, Wealth Advisor

About Patrick

Patrick Rule, managing director, is a wealth advisor in William Blair’s Private Wealth Management group. Patrick and his team function as an outsourced family office to ultra-high-net-worth individuals, families, business owners, and entrepreneurs, having the knowledge, experience, and resources to deliver institutional caliber investment strategies, holistic financial planning, proactive tax minimization, and wealth transfer advice. His collaboration with his clients is focused on providing value around a holistic approach to wealth management with a long-term investment orientation. Multiple levels of collaboration across William Blair fosters intellectual cross-pollination and best-of-breed thinking that allows Patrick and his team to develop and implement tailored wealth plans for each client, taking every family member into consideration. His industry experience includes working at Wintrust Financial and PNC Financial Services.

Patrick lives in Clarendon Hills, IL with his wife, Kari, and three children. In addition to his responsibilities at William Blair and Lookingglass Theatre, he is also on the Chairman’s Advisory Council with Big Shoulders Fund.

About William Blair

William Blair is a premier global boutique 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 20 offices worldwide.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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