The Brandau Team

William Blair Private Wealth Management

Our Team

Jim Brandau

Managing Director, Wealth Advisor

+1 484 581 0626

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Julia Cooke

Senior Associate I, Relationship Advisor

+1 484 581 0627

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PWM Professional Resources

Tyler Glover

Partner, Managing Director, Private Wealth Management Consulting Services

+1 312 364 8654

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Christopher Brathwaite

Partner, Director of Pre-Liquidity Planning

+1 312 364 8533

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Laura Coy

Partner, Head of Philanthropy and Sustainability

+1 312 364 8037

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Kelly Oliven

Senior Vice President, Wealth Strategy

+1 312 364 8451

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Josh Walshe

Manager of PWM Research and Consulting Services

+1 312 364 8680

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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

Wednesday, April 2, 2025

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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Thursday, February 27, 2025

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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Monday, June 2, 2025

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.
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See more thought leadership

Our Latest News

Friday, August 1, 2025

William Blair Acts as Joint Bookrunner on Accelerant’s Initial Public Offering

William Blair acted as a joint bookrunner on a $832 million initial public offering for Accelerant Holdings (NYSE: ARX), a data-driven risk exchange connecting underwriters of specialty insurance risk with risk capital providers.
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Thursday, July 31, 2025

Datasite Has Acquired Blueflame AI

William Blair acted as the exclusive financial advisor to Datasite, a portfolio company of CapVest Partners, in connection with its acquisition of Blueflame AI.
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Wednesday, July 30, 2025

AccuLynx Has Agreed to be Acquired by Verisk

William Blair acted as exclusive financial advisor to AccuLynx in connection with its pending acquisition by Verisk Analytics.
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See more news

Jim Brandau

Julia Cooke

Tyler Glover

Christopher Brathwaite

Laura Coy

Kelly Oliven

Josh Walshe

Thinking Strategically About Charitable Giving

Qualified Charitable Distributions from an IRA

Estate Planning Documents for Your College-Age Children

William Blair Acts as Joint Bookrunner on Accelerant’s Initial Public Offering

Datasite Has Acquired Blueflame AI

AccuLynx Has Agreed to be Acquired by Verisk

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