Tara Patock, CFA, Partner

Portfolio Specialist

Tara Patock, CFA, partner, is a portfolio specialist for William Blair’s U.S. growth and core equity strategies. She is also a member of the sustainability leadership team at William Blair Investment Management. Before joining the firm in 2013, Tara was a consultant with Pavilion Advisory Group. Before that, 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 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.

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Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.
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Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.
Contact Us