Clarendon Private LLC

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021. At Clarendon Private since 2021, he is part of a six-person advisory team. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically servicing relationships of $3 million or more. The firm employs a long-term investment approach incorporating fundamental and technical analysis and uses a range of strategies including ETFs, individual securities, bonds, alternatives, and tax-sensitive decisions.

Hailee O Keefe Mac Donald is a CFP® professional with four years of experience at Clarendon Private LLC. Prior to joining Clarendon Private in 2022, she was affiliated with Suffolk University from 2018 to 2022. Clarendon Private LLC provides discretionary wealth management, investment management, and financial planning primarily to high-net-worth individuals, trusts, estates, endowments, and businesses. The firm employs a long-term investment approach incorporating fundamental and technical analysis, portfolio construction with various asset classes, and ongoing client portfolio monitoring.

Marc White Jr. is a financial advisor at Clarendon Private LLC in Boston, MA, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior roles include positions at JPMorgan Trust Company, N.A., Ethic, A Wealth Bank, and Brookline Bancorp, Inc. Clarendon Private LLC provides discretionary wealth management, investment management, and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, usually managing relationships of $3 million or more. The firm employs a primarily long-term investment approach using a combination of fundamental and technical analysis, incorporates ESG and alternative allocations when appropriate, and benefits from ownership ties to Beacon Bank & Trust and an institutional relationship with Charles Schwab.

Christopher Coleman is a financial advisor at Clarendon Private LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services, Inc. Clarendon Private provides discretionary wealth management, investment management, and financial planning to high-net-worth individuals, trusts, estates, endowments, and businesses, typically servicing relationships of $3 million or more. The firm employs a primarily long-term investment approach that incorporates fundamental and technical analysis, utilizing ETFs, individual securities, bonds, alternatives, and tax-sensitive strategies.

Edwin Hamlin is a CFP® professional with five years of industry experience, currently affiliated with Clarendon Private LLC. His prior roles include positions at First Citizens Bancshares, SVB Wealth, and Boston Private Wealth. Clarendon Private provides discretionary wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, and businesses, typically managing relationships of $3 million or more. The firm employs a long-term investment approach integrating fundamental and technical analysis and maintains operational integration with Beacon Bank & Trust and Beacon Financial Corporation.

Tracy Welch is a financial advisor at Clarendon Private LLC in Boston, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Credit Suisse Securities, Eaton Vance WaterOak Advisors, and Brookline Bancorp. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically managing relationships of $3 million or more. The firm employs a long-term investment approach that incorporates fundamental and technical analysis, using a variety of investment vehicles and strategies tailored to client needs.