The Rumley Group

William Blair Private Wealth Management

Robert J. Rumley, III

Partner, Wealth Advisor

+1 470 351 6966

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Chris Davis

Senior Associate II, 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 30 offices worldwide.*

1935

Year William Blair was founded
2,100+

Employees worldwide
156 billion+

Client assets
90+ Years

Independent and employee-owned
30+

Offices worldwide*
700+

Companies under coverage

As of June 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.

More about William Blair affiliated entities

Thought Leadership

Friday, August 14, 2026

Best Financial Practices for College Students

Learn the basics of managing your finances so you are set up to succeed after graduation.
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Thursday, August 6, 2026

Financial Tips for Making a Major Purchase

Address these financial considerations when purchasing a new vehicle or home.
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Monday, July 6, 2026

Quick Reference Guide to Retirement Plans

Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
Read more

See more thought leadership

Our Latest News

Monday, August 24, 2026

Jersey Mike’s Subs Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Jersey Mike’s Subs Inc. (JMKE $22.66), a large, growing franchised restaurant brand featuring sliced-to-order sub sandwiches.
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Monday, August 24, 2026

Reformation Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Reformation Inc. (REF $14.51), a rapidly growing fashion retailer of women’s apparel and accessories with the mission of making sustainable fashion at scale.
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Friday, August 21, 2026

Beta Bionics, Inc. and Tandem Diabetes Care, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Beta Bionics, Inc. (BBNX $20.01) and Tandem Diabetes Care, Inc. (TNDM $23.46), medical technology companies that develop, manufacture, and market automated insulin delivery systems for the management of diabetes.
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See more news

Robert J. Rumley, III

Chris Davis

Carter Nelson

Jim Alverson

Christopher Brathwaite

Laura Coy

Best Financial Practices for College Students

Financial Tips for Making a Major Purchase

Quick Reference Guide to Retirement Plans

Jersey Mike’s Subs Inc.: Initiation of Research Coverage

Reformation Inc.: Initiation of Research Coverage

Beta Bionics, Inc. and Tandem Diabetes Care, Inc.: Initiation of Research Coverage

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