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The Rumley Group

William Blair Private Wealth Management

Atlanta skyline
  • Robert Rumley

    Robert J. Rumley, III

    Managing Director, Wealth Advisor

    +1 470 351 6966
    View profile
  • Chris Davis

    Chris Davis

    Senior Associate II, Client Relations

    +1 470 351 6967
    View profile
  • Carter Nelson

    Carter Nelson

    Associate I, Client Relations

    +1 470 351 6980
    View profile

PWM Professional Resources

  • Jim Alverson

    Jim Alverson

    Senior Vice President, Wealth Strategy

    +1 312 364 8318
    View profile
  • Chris Brathwaite

    Christopher Brathwaite

    Partner, Director of Pre-Liquidity Planning

    +1 312 364 8533
    View profile
  • lauracoy

    Laura Coy

    Partner, Head of Philanthropy and Sustainability

    +1 312 364 8037
    View profile

Thinking Logo | William Blair logo

Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.

Go to William Blair Thinking
Compass

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

  • 1,950+

    Employees worldwide

  • 154 billion+

    Client assets

  • 90+ Years

    Independent and employee-owned

  • 30+

    Offices worldwide*

  • 650+

    Companies under coverage

As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.

More about William Blair affiliated entities

Thought Leadership

  • Wednesday, January 14, 2026

    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
    Friday, January 30, 2026

    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
  • Wednesday, September 24, 2025

    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
See more thought leadership

Our Latest News

  • Tuesday, February 24, 2026

    Security 101 Has Been Acquired by Morgan Stanley Capital Partners

    William Blair acted as the exclusive financial advisor to Security 101 (S101 or the company) and Gemspring Capital in connection with the company’s sale to Morgan Stanley Capital Partners (MSCP).

    Read more
  • Monday, February 23, 2026

    Ethos Technologies Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Ethos Technologies Inc. (LIFE $10.89), a vertically integrated life insurance platform providing underwriting, distribution, and policy administration services to insurers and agents.

    Read more
  • Friday, February 20, 2026

    William Blair Initiates Coverage of Two Companies in the Medical Technology Industry

    William Blair initiated research coverage of Stryker Corporation (SYK $377.32) and Zimmer Biomet Holdings, Inc. (ZBH $98.25), two leading global medical technology companies.

    Read more
See more news

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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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