Pat Gleason
Vice President, Wealth Advisor
About Pat
Pat Gleason is a vice president, 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.
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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of December 31, 2023
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.