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The Kelly Group

William Blair Private Wealth Management

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PWM Professional Resources

  • Chris Brathwaite

    Christopher Brathwaite

    Partner, Director of Pre-Liquidity Planning

    +1 312 364 8533
    View profile
  • tylerglover

    Tyler Glover

    Partner, Managing Director, Private Wealth Management Consulting Services

    +1 312 364 8654
    View profile

About William Blair

William Blair is a premier global partnership 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

  • 2,000+

    Employees worldwide

  • 145 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • 650+

    Companies under coverage

As of June 30, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

  • Game pieces on a board

    Thinking Strategically About Charitable Giving

    Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.

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  • Hand on a calculator on a desk with papers

    Qualified Charitable Distributions from an IRA

    IRA owners who are age 70½ or older and charitably inclined may consider making Qualified Charitable Distributions from their IRAs as a tax efficient way to fund charitable goals.

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  • Girl with a backpack on looking at a lake

    Estate Planning Documents for Your College-Age Children

    Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.

    Read more
See more thought leadership

Our Latest News

  • McGraw Hill, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of McGraw Hill, Inc. (MH $13.31), a global provider of digital education content and solutions.

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  • NIQ Global Intelligence plc: Initiation of Research Coverage

    William Blair initiated research coverage of NIQ Global Intelligence plc (NIQ $17.41), a leading global consumer intelligence company.

    Read more

  • Accelerant Holdings: Initiation of Research Coverage

    William Blair initiated research coverage of Accelerant Holdings (ARX $28.33), which operates a specialty insurance marketplace connecting managing general agents (MGAs) with risk capital providers.

    Read more
See more news

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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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