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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

  • 2026 Wealth Planning and Philanthropy Strategies

    As we kick off 2026, now is the time to review your financial strategy and position yourself for success in the year ahead.

    Read more
  • 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
  • Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked

    As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.

    Read more

Our Latest News

  • Boyne Capital Partners Raises Single-Asset Continuation Fund for Pilot Energy

    William Blair acted as the exclusive financial advisor to Boyne Capital Partners in connection with the raising of its single-asset continuation fund to acquire Pilot Energy from BCM Fund I, LP and other shareholders.

    Read more
  • Xylem Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Xylem Inc. (XYL $142.91), the world’s largest pure-play water company.

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  • William Blair Initiates Coverage of Three Companies in the Semiconductor and Infrastructure Systems Industry

    William Blair initiated research coverage of Micron Technology, Inc. (MU $365.00), Rambus Inc. (RMBS $110.10), and Silicon Motion Technology Corporation (SIMO $113.01), three leading providers of memory solutions.

    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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