Our Team

Clarendon Private Team

Affiliates

Subscribe to Our News & Insights

Stay current with timely insights from our team of experts.

Get News & Insights

Clarendon Private Named in Newsweek’s 2025 Top Financial Advisory Firms

Clarendon Private was recognized in the top 5% of over 15,000 financial advisory firms registered with the SEC.

Clarendon Private, LLC was awarded the ranking of America’s Top Financial Advisory Firms 2025, developed by Plant-A Insights Group. The award was presented on November 19, 2024 and based on the period of September 2023 to September 2024, scored and ranked based on asset performance, client performance, advisor expertise, breadth of service offerings and the absence of conflicts. The full methodology can be viewed here. The ranking was developed with the intention to help investors make informed, confident financial decisions. Neither Clarendon Private nor its advisors paid a fee to Newsweek or Plant-A Insights Group to obtain or be considered for the ranking, however, compensation was provided for promotional use of the ranking.

Clarendon Private Team

Marc A. White, Jr.

President & Chief Executive Officer

Tracy L. Welch

Managing Director & Head of Wealth Advisory

John Valpey

Head of Wealth Strategies

Laura A. Zilewicz

Vice President & Head of Client Service

Nicholas J. Cruise

Vice President & Head of Operations

Edwin “Tucker” Hamlin, CFP®

Vice President & Investment Specialist

Christopher D. Coleman

Vice President & Wealth Advisor

Jonathan Miller

Vice President & Wealth Advisor

Hailee C. OKeefe-MacDonald

Wealth Advisor Administrator

Affiliates

Brooke B. Darcy

Bank Rhode Island Assistant Vice President & Branch Manager

Paul J. Flannery

Brookline Bank Senior Vice President & Private Banking Manager

Maria Psychos

Vice President & Private Banker

Subscribe to Our News & Insights