Clarendon Private LLC

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for six years before joining Clarendon Private in 2021. Clarendon Private provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, typically focusing on relationships of $3 million or more. The firm constructs customized portfolios using a range of investment vehicles and employs both fundamental and technical analysis with a primarily long-term orientation, while also offering financial planning and oversight of unaffiliated independent managers.

Marc White is a financial advisor at Clarendon Private LLC in Boston, MA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookline Bancorp, Ethic, A Wealth Bank, and Jpmorgan Trust Company, N.A. Clarendon Private provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, typically focusing on relationships of $3 million or more. The firm constructs customized portfolios using a range of investment vehicles and employs both fundamental and technical analysis with a primarily long-term orientation.

Christopher Coleman is a financial advisor at Clarendon Private LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services, Inc. Coleman has been with Clarendon Private since 2024. Clarendon Private provides wealth management and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, generally focusing on relationships of $3 million or more. The firm constructs customized portfolios using a variety of investment vehicles and employs both fundamental and technical analysis with a primarily long-term orientation.

Edwin Hamlin is a CFP® professional with four years of industry experience, currently serving at Clarendon Private LLC in Boston, MA. His prior roles include positions at First Citizens Bancshares, SVB Wealth, Boston Private Wealth, and Fidelity Investments. Clarendon Private provides wealth management and discretionary portfolio management primarily to individuals and institutions with relationships of $3 million or more. The firm constructs customized portfolios using a range of investment vehicles and employs both fundamental and technical analysis with a primarily long-term orientation.

Tracy Welch is a financial advisor at Clarendon Private LLC in Boston, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. Prior to joining Clarendon Private in 2021, Welch worked at Brookline Bancorp, Eaton Vance WaterOak Advisors, and Credit Suisse Securities. Clarendon Private provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, typically focusing on relationships of $3 million or more. The firm uses customized portfolios incorporating ETFs, equities, mutual funds, bonds, and alternative investments, combining fundamental and technical analysis with a primarily long-term approach.