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
1,900+

Employees worldwide
139 billion+

Client assets
90 Years

Independent and employee-owned
20+

Offices worldwide
~650

Companies under coverage

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

More about William Blair affiliated entities

Thought Leadership

Wednesday, May 14, 2025

College Was Awesome. Now What?

College graduation marks the start of a career with new responsibilities and decisions. It can be an exciting time but filled with uncertainty.
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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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See more thought leadership

Our Latest News

Friday, June 20, 2025

Contineum Therapeutics, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Contineum Therapeutics, Inc. (CTNM $3.93), a clinical-stage biotech developing small-molecule therapeutics for high-unmet-need indications in the prevalent neuroinflammation and immunology space.
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Friday, June 20, 2025

365 Retail Markets Has Agreed to Acquire Cantaloupe

William Blair acted as financial advisor to 365 Retail Markets, LLC, a portfolio company of Providence Equity Partners L.L.C., in connection with its pending acquisition of Cantaloupe, Inc. (NASDAQ: CTLP).
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Wednesday, June 18, 2025

Continental Disc Corporation Has Agreed to be Acquired by Baker Hughes

William Blair acted as the lead financial advisor to Continental Disc Corporation, a portfolio company of Tinicum Incorporated, in connection with its pending sale to Baker Hughes (NASDAQ: BKR).
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See more news

Robert J. Rumley, III

Chris Davis

Carter Nelson

Jim Alverson

Christopher Brathwaite

Laura Coy

College Was Awesome. Now What?

Thinking Strategically About Charitable Giving

Qualified Charitable Distributions from an IRA

Contineum Therapeutics, Inc.: Initiation of Research Coverage

365 Retail Markets Has Agreed to Acquire Cantaloupe

Continental Disc Corporation Has Agreed to be Acquired by Baker Hughes

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