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
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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Thursday, February 27, 2025

Qualified Charitable Distributions from an IRA

IRA owners who are age 70½ or older and charitably inclined may consider making Qualified Charitable Distributions from their IRAs as a tax efficient way to fund charitable goals.
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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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Our Latest News

Friday, August 8, 2025

KKR Has Recapitalized DentalXChange

William Blair acted as the exclusive financial advisor to KKR in their recapitalization of DentalXChange, a portfolio company of Bregal Sagemount.
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Wednesday, August 6, 2025

William Blair Analysts Build Desktop, Donate to Global Community Partner

William Blair equity research analysts build a computer during a live demonstration at the firm's Growth Stock Conference and will donate it to Global Community Partner Horizons for Youth.
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Friday, August 1, 2025

William Blair Acts as Joint Bookrunner on Accelerant’s Initial Public Offering

William Blair acted as a joint bookrunner on a $832 million initial public offering for Accelerant Holdings (NYSE: ARX), a data-driven risk exchange connecting underwriters of specialty insurance risk with risk capital providers.
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Robert J. Rumley, III

Chris Davis

Carter Nelson

Jim Alverson

Christopher Brathwaite

Laura Coy

Thinking Strategically About Charitable Giving

Qualified Charitable Distributions from an IRA

Estate Planning Documents for Your College-Age Children

KKR Has Recapitalized DentalXChange

William Blair Analysts Build Desktop, Donate to Global Community Partner

William Blair Acts as Joint Bookrunner on Accelerant’s Initial Public Offering

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