A Conversation About the Advantages of:

Clarendon Private

Small, Strategic, and Specialized Wealth Management Expertise

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Your needs around wealth
management are evolving...

And your expectations are rising.

In a recent interview, Marc A. White, Jr., President and CEO, and Tracy L. Welch, Managing Director and Head of Wealth Advisory, discussed why now, more than ever, our clients need and deserve a comprehensive, customized, and client-centric approach to wealth management.

Marc and Tracy covered a range of topics, including:

  • How Marc’s experience and passion for building and growing private banking and wealth management businesses prepared him to lead Clarendon Private
  • The events and circumstances that have transformed the wealth management landscape 
  • Our integrated approach to supporting all aspects of clients’ financial well-being and goals — from investment management and financial and estate planning to private banking and philanthropy

Learn from the Experts

Join our team for a discussion and Q&A about the evolving landscape around wealth management.

Marc A White, Jr. | President & CEO of Clarendon Private

Marc A. White, Jr.

President & CEO

Clarendon Private

Tracy L. Welch | Managing Director & Head of Wealth Advisory at Clarendon Private

Tracy L. Welch

Managing Director
Head of Wealth Advisory

Clarendon Private

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