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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Gavin McGill

Associate I, Client Relations

+1 203 718 5146

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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

Director, Investment Research & Solutions

+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 30 offices worldwide.*

1935

Year William Blair was founded
2,100+

Employees worldwide
156 billion+

Client assets
90+ Years

Independent and employee-owned
30+

Offices worldwide*
700+

Companies under coverage

As of June 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.

More about William Blair affiliated entities

Thought Leadership

Friday, August 14, 2026

Best Financial Practices for College Students

Learn the basics of managing your finances so you are set up to succeed after graduation.
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Thursday, August 6, 2026

Financial Tips for Making a Major Purchase

Address these financial considerations when purchasing a new vehicle or home.
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Monday, July 6, 2026

Quick Reference Guide to Retirement Plans

Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
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See more thought leadership

Our Latest News

Wednesday, September 9, 2026

Obsidian Therapeutics, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Obsidian Therapeutics, Inc. (OBX $16.82). Obsidian is developing amsoki-cel (OBX-115), an engineered tumor-infiltrating lymphocyte (TIL) therapy for the treatment of oncology conditions.
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Wednesday, September 9, 2026

VWE Automotive Has Agreed to be Acquired by Main Capital Partners

William Blair acted as exclusive financial advisor to VWE Automotive, a portfolio company of NewPort Capital, in connection with its pending sale to Main Capital Partners.
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Tuesday, September 8, 2026

William Blair Announces Pete Dalrymple’s Return as Vice Chair of Investment Banking

William Blair today announced that Pete Dalrymple will return to the firm as managing director, vice chair of investment banking. Based in Boston, Dalrymple will advise technology clients and work across William Blair’s global investment banking platform to deepen senior client relationships, support strategic advisory opportunities, and advance the firm’s Technology sector coverage.
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Jim Brandau

Julia Cooke

Gavin McGill

Tyler Glover

Christopher Brathwaite

Laura Coy

Kelly Oliven

Josh Walshe

Best Financial Practices for College Students

Financial Tips for Making a Major Purchase

Quick Reference Guide to Retirement Plans

Obsidian Therapeutics, Inc.: Initiation of Research Coverage

VWE Automotive Has Agreed to be Acquired by Main Capital Partners

William Blair Announces Pete Dalrymple’s Return as Vice Chair of Investment Banking

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