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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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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Friday, July 11, 2025

One Big Beautiful Bill Act: What You Need to Know

The One Big Beautiful Bill Act (OBBBA) marks a significant shift in the landscape of American tax policy. Learn the new rules under the OBBBA, along with the effective date of the changes.
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See more thought leadership

Our Latest News

Friday, August 22, 2025

William Blair Arranges Driven Brands’ Note Secondary Sale

William Blair acted as the exclusive financial advisor to Driven Brands Holdings Inc. (NASDAQ: DRVN) in connection with the secondary sale of its HoldCo PIK investment in Express Wash TopCo, LLC, to Centerbridge Partners.
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Thursday, August 21, 2025

AST SpaceMobile, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of AST SpaceMobile, Inc. (ASTS $44.95). AST SpaceMobile is building 5G cellular towers in space in partnership with 50 cellular operators.
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Thursday, August 21, 2025

Allot Ltd.: Initiation of Research Coverage

William Blair initiated research coverage of Allot Ltd. (ALLT $7.28), a leading provider of cybersecurity and network intelligence solutions delivered via communications service providers (CSPs).
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Jim Brandau

Julia Cooke

Tyler Glover

Christopher Brathwaite

Laura Coy

Kelly Oliven

Josh Walshe

Thinking Strategically About Charitable Giving

Estate Planning Documents for Your College-Age Children

One Big Beautiful Bill Act: What You Need to Know

William Blair Arranges Driven Brands’ Note Secondary Sale

AST SpaceMobile, Inc.: Initiation of Research Coverage

Allot Ltd.: Initiation of Research Coverage

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