Tara Patock

Tara Patock

CFA, Portfolio Specialist

Chicago skyline

About Tara

Tara Patock, CFA, is a portfolio specialist for William Blair’s U.S. growth and core equity strategies. She is also a member of the ESG leadership team for William Blair Investment Management. Before joining the firm in 2013, she was a consultant with Pavilion Advisory Group. Before joining Pavilion, she was a registered sales associate with Oppenheimer & Co.

Tara is a member of the CFA Institute and the CFA Society Chicago. In addition, she holds the SASB Fundamentals of Sustainability Accounting (FSA) credential. Tara received a B.B.A., summa cum laude, in economics and finance from Loyola University Chicago and an M.B.A., with honors, from the University of Chicago’s Booth School of Business.

Active is More than Just an Investment Approach

Being 100% active employee-owned promotes a dynamic environment in which our business and investment processes continually evolve in pursuit of better client outcomes.

See our approach
Street in Chicago

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.*

William Blair Emblem

Year William Blair was founded

Icon of three people

Employees worldwide

Dollar sign icon
+108 billion

Client assets

Handshake icon
87 Years

Independent and employee-owned

Globe icon

Offices worldwide

Checklist icon

Companies under coverage

As of June 30, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

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.

Copyright © 2022 William Blair & Company, L.L.C. | Privacy Terms

Are you sure you want to leave?

Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures