Boston, MA Office

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 licenses and previously worked at Merrill for six years before joining Clarendon Private in 2021. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management alongside financial planning and consulting, using a long-term investment approach that incorporates both fundamental and technical analysis across a range of asset classes.

Hailee O Keefe Mac Donald is a CFP® professional with four years of experience at Clarendon Private LLC. Prior to joining Clarendon, she attended Suffolk University from 2018 to 2022. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, combining discretionary portfolio management with financial planning and consulting. The firm employs a long-term investment approach using both fundamental and technical analysis, with portfolios that include ETFs, mutual funds, equities, fixed income, and alternative investments.

Marc White Jr. is a financial advisor at Clarendon Private LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookline Bancorp, Ethic, A Wealth Bank, and J.P. Morgan Trust Company. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, focusing on discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term investment approach using a combination of fundamental and technical analysis across diversified asset classes.

Edwin Hamlin is a CFP® professional with five years of industry experience. He currently works at Clarendon Private LLC and has previously held roles at First Citizens Bancshares, SVB Wealth, and Boston Private Wealth. His background includes work in wealth management at both regional firms and private banks. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term investment approach using fundamental and technical analysis across various asset classes while conducting ongoing account monitoring and oversight of recommended independent managers.

Tracy Welch is a financial advisor at Clarendon Private LLC in Boston, MA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Credit Suisse Securities for 19 years, followed by roles at Eaton Vance WaterOak Advisors and Brookline Bancorp. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, offering discretionary portfolio management along with financial planning and consulting. The firm employs a long-term investment approach, combining fundamental and technical analysis across various asset types, and conducts ongoing monitoring and oversight of portfolios and any independent managers used.