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The Brandau Team

 
William Blair Private Wealth Management

Brandau Team

Our Team

  • Jim Brandau

    Jim Brandau

    Managing Director, Wealth Advisor

    +1 484 581 0626
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  • Julia Kane

    Julia Cooke

    Senior Associate I, Relationship Advisor

    +1 484 581 0627
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PWM Professional Resources

  • tylerglover

    Tyler Glover

    Partner, Managing Director, Private Wealth Management Consulting Services

    +1 312 364 8654
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  • Chris Brathwaite

    Christopher Brathwaite

    Partner, Director of Pre-Liquidity Planning

    +1 312 364 8533
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  • lauracoy

    Laura Coy

    Partner, Head of Philanthropy and Sustainability

    +1 312 364 8037
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  • Kelly Oliven

    Kelly Oliven

    Senior Vice President, Wealth Strategy

    +1 312 364 8451
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  • Josh Walshe

    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

  • 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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  • Financial Tips for Making a Major Purchase

    Address these financial considerations when purchasing a new vehicle or home.

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  • 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.

    Read more

Our Latest News

  • Surrozen, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Surrozen, Inc. (SRZN $24.00), a biotechnology company pioneering targeted therapeutics to harness the power of Wnt signaling to address the underlying drivers of disease in sight-threatening ophthalmic conditions.

    Read more
  • Enliven Therapeutics, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Enliven Therapeutics, Inc. (ELVN $58.82), a late-stage biotech focused on developing ELVN-001, a potent and selective tyrosine kinase inhibitor (TKI), for the treatment of chronic myeloid leukemia (CML).

    Read more
  • Monaco Enterprises Has Been Acquired by Perimeter Solutions

    William Blair acted as the exclusive financial advisor to Monaco Enterprises, Inc., a portfolio company of Dauntless Capital Partners and Lometa Capital Partners, in connection with its sale to Perimeter Solutions, Inc. (NYSE: PRM).

    Read more

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