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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 20 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 1,950+

    Employees worldwide

  • 150 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • 650+

    Companies under coverage

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

More about William Blair affiliated entities

Thought Leadership

  • Year-End Wealth Planning and Philanthropy Strategies

    As 2025 draws to a close, now is the time to review your financial strategy and position yourself for success in the year ahead.

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  • 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.

    Read more
  • White bars on a blue background

    Retirement and Wealth Transfer: What They Mean For Shareholders

    For many investors, the two most important financial goals are to fund a long and successful retirement and to transfer their wealth. With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.

    Read more

Our Latest News

  • Aardvark Therapeutics, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Aardvark Therapeutics, Inc. (AARD $13.98). Aardvark is advancing ARD-101, an oral therapy that targets bitter taste receptors (TAS2Rs) in the gastrointestinal tract, and ARD-201, a combination of ARD-101 and a DPP-4 inhibitor, for treating Prader-Willi syndrome (PWS) and obesity, respectively.

    Read more
  • Arcus Infrastructure Partners Closes Oversubscribed European Infrastructure Fund IV

    William Blair acted as exclusive placement agent to Arcus Infrastructure Partners LLP in connection with its oversubscribed €3.0 billion Fourth Fund, Arcus European Infrastructure Fund 4 SCSp.

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  • Unisys Corporation: Initiation of Research Coverage

    William Blair initiated research coverage of Unisys Corporation (UIS $2.78), a global IT services and solutions provider that serves more than 700 clients worldwide with over 16,000 employees across digital workplace, cloud application and infrastructure solutions, and enterprise compute offerings.

    Read more

Ready to start a conversation? Contact us today.

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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