Clarendon Private is a full-service wealth management and private banking firm that serves individuals, families, foundations, and endowments. Combining the resources and expertise of a comprehensive investment management firm with the personal touch of a private bank, Clarendon Private builds lasting value for its clients.
Clarendon Private’s client-centered culture delivers personalized strategies and fully-integrated wealth management solutions tailored to each client’s individual goals and objectives.
We pride ourselves on offering exceptional client service and complete customization of a client’s investment portfolio. Each client has a dedicated point of contact that coordinates the firm’s resources and delivers the expertise of a team of subject matter experts.
Working in partnership with our affiliate BankRI, we provide banking and lending solutions to assist clients with both the asset and liability sides of their balance sheets.
At Clarendon Private, members of our team average over twenty years of experience helping individuals, families, endowments and foundations grow and preserve their wealth.
As fiduciaries we take our Client First commitment seriously. Our client’s unique interests and personal goals are at the center of everything we do.
President & CEO
Head of Wealth Advisory
Wealth Advisor
BankRI Affiliate
Sr. Investment Analyst
Head of Operations
Head of Client Service
TAILORED WEALTH MANAGEMENT SOLUTIONS, CONCIERGE-LEVEL SERVICE, AND THE RESOURCES OF A DEDICATED TEAM OF PRIVATE BANKERS.
Clarendon Private LLC (“Clarendon Private”), a wholly owned non-bank subsidiary of Brookline Bancorp, Inc., and a non-bank affiliate of BankRI, is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SEC registration does not imply a level of skill or training. Clarendon Private offers a wide range of investment advisory services that are separate, but complement BankRI’s client banking services.
Clarendon Private does not offer proprietary bank products or services, and thus is separate in the services it provides from BankRI. No employees are shared between Clarendon Private and BankRI, and no employee of either Clarendon Private or BankRI perform on behalf of the other entity.
Upon entering the Clarendon Private website, please review the disclosures to its potential and current clients, including the Client Relationship Summary and the Form ADV Part 2A, located at the bottom of each page.
