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 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.

Shades of Sustainability

Tara Patock, CFA, Partner
Global Equity, U.S. Equity

Having added dedicated sustainability portfolios to our investment strategy offerings at William Blair, we are often asked about what distinguishes our dedicated sustainability strategies from our traditional strategies, where we believe environmental, social, and governance...

ESG Integration Across the Cap Spectrum

Tara Patock, CFA, Partner
U.S. Equity

As an investment team managing U.S. equity portfolios across the capitalization spectrum, we experience firsthand the variability among environmental, social, and governance (ESG) data and third-party ratings. These differences largely emanate from the absence of...

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