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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 I, 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 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, March 26, 2025

    Your 2025 Tax Reference Guide

    Taxes don’t have to be taxing. Review William Blair’s tax reference guides so you’ll know exactly what to expect and how to prepare when you file your taxes.

    Read more
  • Woman at a computer
    Tuesday, November 19, 2024

    Risk: Understanding and Managing an Inevitable Part of Investing

    Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.

    Read more
  • Thursday, September 5, 2024

    Financing a College Education: Options to Consider

    Tips for developing the best strategy while keeping your financial goals intact.

    Read more
See more thought leadership

Our Latest News

  • Wednesday, May 28, 2025

    William Blair Initiates Coverage of Three Companies in the Nuclear Power Industry

    William Blair initiated research coverage of BWX Technologies, Inc. (BWXT $119.49), Centrus Energy Corp. (LEU $113.29), and Oklo Inc. (OKLO $48.87).

    Read more
  • Wednesday, May 28, 2025

    Ultragenyx Pharmaceutical Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Ultragenyx Pharmaceutical Inc. (RARE $35.66), a commercial-stage, modality-agnostic biotechnology company specializing in developing therapies for the treatment of rare and ultrarare genetic diseases.

    Read more
  • Wednesday, May 28, 2025

    William Blair Continues Private Capital Advisory Growth in Europe With Senior Hire

    William Blair, the premier global partnership with expertise in investment banking, investment management, and private wealth management, announced today the continued growth of the firm’s Private Capital Advisory team in Europe with the addition of industry veteran Delaney Brown.

    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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