Clarendon Private, LLC a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations, continues to expand its team with the addition of Thomas V. Dunlap, Christopher J. Brady, and Hailee OKeefe-MacDonald.
Clarendon Private, a subsidiary of Brookline Bancorp, Inc. (NASDAQ: BRKL), combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources. The company’s culture puts the client at the center of every decision, and its investment solutions are highly personalized, with each asset allocation decision driven by the client’s unique goals and objectives. Clarendon Private’s team of experienced investment professionals prioritizes trust and transparency as the centerpiece of its offering.
As Vice President and Senior Investment Analyst, Mr. Dunlap brings to Clarendon Private over twelve years of asset management experience. Most recently, he worked as an investment analyst at Loomis Sayles & Co. as part of a global investment team that manages investment strategies for some of the largest asset owners in the world. Prior to that, Mr. Dunlap served in client service, operations, and analytics roles at Loomis Sayles and Wilshire Associates. Mr. Dunlap earned his MBA from Boston College’s Carroll School of Management with honors and a Bachelor of Arts in Economics from Denison University. He is also a member of the CFA Institute and the CFA Society of Boston.
Christopher J. Brady
Mr. Brady comes to Clarendon Private as Vice President and Wealth Advisor and has over twelve years of financial planning and wealth management experience. Most recently, he worked as a Vice President, Financial Consultant at Fidelity Investments where he acted as a trusted advisor for high-net-worth individuals, families, and business owners. Mr. Brady began his career at Fidelity and during his tenure developed an expertise for financial planning to help families solve for their complex needs, from investment and savings strategies as well as estate and retirement planning. Mr. Brady earned a Bachelor of Science in Finance from the Sykes College of Business at the University of Tampa.
“We are very excited Tom, Chris and Hailee have joined Clarendon Private,” stated President and CEO Marc A. White, Jr. “Tom has a proven track record of market and investment analysis, and will be a key strategist in our equity and portfolio division. Chris has a passion for listening, learning, and understanding the needs of his clients, and has experience in developing customized investment solutions to address those needs.”
Hailee OKeefe-MacDonald serves as the company’s Wealth Advisor Administrator. She is a graduate (cum laude) of the Sawyer Business School Honors Program at Suffolk University, with a Bachelor of Science in Financial Wealth Management. Prior to joining the firm, Hailee worked at Invite Education, where she assisted the development and maintenance of web-based tools to help families plan and pay for college.
About Clarendon Private, LLC
Clarendon Private LLC (“Clarendon Private”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Clarendon Private provides wealth management and related advisory services for clients nationally. Clarendon Private will maintain all applicable registrations, notice filings, and licenses as required by the various states in which Clarendon Private conducts business, as applicable. Clarendon Private renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Clarendon Private discloses that all investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation may be used to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments. To learn more about Clarendon Private, LLC and to review Clarendon Private’s Privacy Policy, Disclosures, and Client Relationship Summary, please visit clarendonprivate.com.
About Brookline Bancorp, Inc.
Brookline Bancorp, Inc., a bank holding company with $8.6 billion in assets and branch locations in Massachusetts and Rhode Island, is headquartered in Boston, Massachusetts and operates as the holding company for Brookline Bank, Bank Rhode Island and Clarendon Private. The Company provides commercial and retail banking services, cash management and investment services to customers throughout Central New England. It also provides equipment financing through two subsidiary units, Macrolease and Eastern Funding LLC. More information about Brookline Bancorp, Inc. and its banks can be found at the following websites: brooklinebancorp.com, brooklinebank.com, and bankri.com. Brookline Bancorp, Inc. is a NASDAQ-listed publicly traded company, of which Clarendon Private is a wholly-owned subsidiary. Brookline Bancorp, Inc. and Clarendon Private, LLC are separate entities.
