The Rumley Group

William Blair Private Wealth Management

Robert J. Rumley, III

Managing Director, Wealth Advisor

+1 470 351 6966

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Chris Davis

Senior Associate I, Client Relations

+1 470 351 6967

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Carter Nelson

Associate I, Client Relations

+1 470 351 6980

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PWM Professional Resources

Jim Alverson

Senior Vice President, Wealth Strategy

+1 312 364 8318

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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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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

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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Monday, September 15, 2025

Managing Risk Through Life’s Milestones

Five steps to ensuring your life insurance continues to serve your needs.
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Thursday, October 16, 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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See more thought leadership

Our Latest News

Monday, October 20, 2025

William Blair Initiates Coverage of Five Companies in the Rare Earth Industry

William Blair initiated research coverage of USA Rare Earth, Inc. (USAR $28.54), United States Antimony Corporation (UAMY $12.56), American Resources Corporation (AREC $4.25), NioCorp Developments Ltd. (NB $8.30), and Royalty Management Holding Corporation (RMCO $2.96).
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Thursday, October 16, 2025

Climb Bio, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Climb Bio, Inc. (CLYM $1.88), which is developing high-impact medicines for patients living with autoimmune diseases, with the CD19 antibody budoprutug as its lead program.
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Wednesday, October 15, 2025

William Blair Initiates Coverage of Two Oil and Gas Companies

William Blair initiated research coverage of Expand Energy Corporation (EXE $102.68) and EQT Corporation (EQT $53.66), two leading natural gas producers with operations concentrated in the Appalachian Basin.
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Robert J. Rumley, III

Chris Davis

Carter Nelson

Jim Alverson

Christopher Brathwaite

Laura Coy

One Big Beautiful Bill Act: What You Need to Know

Managing Risk Through Life’s Milestones

Thinking Strategically About Charitable Giving

William Blair Initiates Coverage of Five Companies in the Rare Earth Industry

Climb Bio, Inc.: Initiation of Research Coverage

William Blair Initiates Coverage of Two Oil and Gas Companies

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