Brad Dorman
Vorstandsvorsitzender bei WhaleRock Point Partners LLC
Profil
Mr. Bradley P.
Dorman is a Managing Partner at WhaleRock Point Partners LLC.
He is a founding partner and is currently the managing partner of the firm.
He has over 25 years of industry experience.
Prior to founding WhaleRock, Mr. Dorman was a Senior Vice President and Portfolio Manager at Bank of America and one of its predecessor banks, Fleet Financial Group.
In his prior capacity, Brad managed high net worth and institutional portfolios of $550 million and was responsible for overall asset allocation decision making, portfolio construction and implementation.
He graduated from Harvard University with an AB in Economics in 1984 and obtained his law degree from the University of Wisconsin in 1987.
Aktive Positionen von Brad Dorman
Unternehmen | Position | Beginn |
---|---|---|
WhaleRock Point Partners LLC
WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock Point Partners LLC (WhaleRock) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bradley Dorman and Richard Cavanagh in 2006. WhaleRock advises, protects and invests the assets of families, endowments, foundations and institutional investors. | Vorstandsvorsitzender | 01.05.2006 |
Ehemalige bekannte Positionen von Brad Dorman
Unternehmen | Position | Ende |
---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 30.04.2005 |
Fleet Financial Group, Inc. | Corporate Officer/Principal | - |
Ausbildung von Brad Dorman
Harvard University | Undergraduate Degree |
University of Wisconsin | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private Unternehmen | 2 |
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WhaleRock Point Partners LLC
WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock Point Partners LLC (WhaleRock) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bradley Dorman and Richard Cavanagh in 2006. WhaleRock advises, protects and invests the assets of families, endowments, foundations and institutional investors. | Finance |
Fleet Financial Group, Inc. | Finance |