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About Joe

Joseph Tabet, managing director, is a wealth advisor in the Private Wealth Management group at William Blair. With more than 30 years of experience in the investment industry, Joe draws on his extensive contacts, diverse experiences, and educated perspective to bring new ideas, insights, and solution-based advice to his clients and the complex issues they face. He relies heavily on William Blair’s highly acclaimed, proprietary equity research and his rigorous engagement with its analysts to build and manage customized portfolios for his clients.

Joe is the director and curator of Navy Pier Walk, the public art program at Navy Pier, and a member of the acquisition committee for the Society of Contemporary Art at the Art Institute of Chicago. A former member of the Chicago Mercantile Exchange and Chicago Board of Trade, he is a current member of the Minneapolis Grain Exchange.

A Woods Scholar at Hillsdale College, Michigan, Joe graduated with a B.A. in philosophy; he later earned an M.B.A. in finance from the University of Illinois. A native of the Chicago area, he now resides in River Forest with his wife and their four boys.

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.*

  • 1935

    Year William Blair was founded

  • 1,900+

    Employees worldwide

  • 149 billion+

    Client assets

  • 89 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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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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