About Chris

Chris Brathwaite, partner, is a wealth planner with over 20 years of consulting experience for families with significant wealth, business owners, and corporate executives. He focuses on providing pre-transaction planning guidance to owners and management teams in the areas of wealth transfer planning, philanthropic techniques, and overall tax efficiency.

Previously, Mr. Brathwaite worked at UBS as the director of consulting for high-net-worth clients in the Midwest. Earlier in his career, he was a vice president in the Wealth Advisory Services group of Piper Jaffray where he provided financial planning and portfolio construction guidance to individual clients and investment consulting services to foundations and endowments.

Mr. Brathwaite is a member of the Investments & Wealth Institute and the Chicago Estate Planning Council. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations. He also serves on the Planned Giving Advisory Board of the Lyric Opera of Chicago.

About William Blair

William Blair is a premier global boutique 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.*

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Year William Blair was founded

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+1,800

Employees worldwide

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+136 billion

Client assets

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86 Years

Independent and employee-owned

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20+

Offices worldwide

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~700

Companies Under Coverage

As of September 30, 2021
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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