Robert Castaneda is a financial advisor at William Blair with 25 years of industry experience. He has been with William Blair since 2016 and holds a Series 63 designation. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Kim Chenevey is a financial advisor at William Blair with 21 years of industry experience and holds a Series 66 designation. She has worked at William Blair since 2016. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Joel Dobbs is a financial advisor at William Blair with 13 years of industry experience and holds a Series 66 designation. He has been with William Blair since 2016. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Jaron Grounds is a financial advisor at William Blair with seven years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2018. Prior to joining William Blair, he was employed at DICK's Sporting Goods and Overtime Athletics, and he also spent time at Kennesaw State University. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Robert Boeye is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has been with William Blair since 2020. Prior to his current role, he worked at the University of Notre Dame and Pinecrest Academy. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory services, and private investment opportunities.

Robert Rumley III is a financial advisor with William Blair based in Atlanta, GA. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining William Blair, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Creative Industries Advisory Board in Atlanta. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Christopher Davis is a financial advisor with William Blair, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at firms including Morgan Stanley and AE Wealth Management. Outside of his advisory role, he is involved in deer processing through a local business in Georgia. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary model portfolios, sub-advisory arrangements, and access to private funds.