profile

Patrick Rule

Wealth Advisor

About Patrick

Patrick Rule has a specialty working with privately-held business owners and private equity/venture capital partners, providing them assistance in the areas of investment management and trust and estate planning. Previously, he was a senior vice president at Wintrust Financial for six years leading its Private Wealth Services team that focused on high-net-worth individuals and their families.  Prior to that, he spent six years at PNC Financial Services as a Client Advisor in its Private Client Group. He is on the Chairman’s Advisory Counsel for Big Shoulders Fund and Board of Directors for Lookingglass Theater.  

Patrick joined William Blair in 2016.

 

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.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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