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
Chief Equity Strategist
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.
