firm led by former j.p. morgan private bank vice chairman launches marketing effort
[BOSTON, MA] – Clarendon Private, a full-service investment and wealth management firm, today announced a partnership with Havener Capital Partners (“Havener”), a sales and marketing agency. Havener will assist Clarendon Private in building awareness of the firm’s highly personalized investment solutions and value-added banking and lending resources.
Clarendon Private, launched in 2021 by bank holding company Brookline Bancorp, is led by President and Chief Executive Officer Marc A. White, Jr., a 40-year veteran of the financial services industry with a strong track record of building and growing private banking and wealth management businesses. Having spent most of his career at two large global investment firms, J.P. Morgan and Credit Suisse First Boston, Mr. White brings a unique perspective and deep experience to Clarendon Private’s boutique business and client service model.
“It used to be that high-net worth individuals who wanted best-in-class investment solutions could only get them through big brokerage houses and global banks,” White explained. “However, with today’s technology, boutique firms can access the same top-tier investment solutions as large firms, but also deliver a higher level of customization and personalized client service. Following the 2023 failure of several private banks, the need for a firm that combines best-in-class investment management along with banking and lending capabilities has never been greater. Clarendon Private fills this void."
White added, “I believe there is no better partner than Havener—a boutique firm that’s built a strong name for itself in personalized, content-based marketing—to help grow Clarendon Private’s business.”
Havener brings a wealth of experience and talent to help Clarendon Private with branding, storytelling, and modern digital marketing. Founder Stacy Havener sees the partnership as an exciting opportunity for both organizations.
“Marc and the Clarendon Private team have a story to tell about what distinguishes them from other private wealth managers—a story that, now more than ever, resonates with successful entrepreneurial clients who want access to top notch investments, wealth management solutions, and banking services as well as a personalized experience with people they know, like, and trust.” Havener said, “Havener Capital Partners is thrilled to help them tell their story.”
For more information, please contact Havener Capital Partners at 401-314-0430 | info@havenercapital.com or Clarendon Private at 617-927-7999 | info@clarendonprivate.com
Clarendon Private LLC ("Clarendon Private") is a Boston-based wealth management boutique delivering investment solutions to individuals, families, foundations, and endowments. Driven by its team of experienced investment professionals, Clarendon Private prioritizes trust and transparency as the centerpiece of its offering, with highly personalized solutions and asset allocation decisions driven by each client's unique goals and objectives. Clarendon Private also has the unique ability to deliver comprehensive banking and lending resources through its affiliates.
Clarendon Private is a registered investment advisor and wholly-owned subsidiary of Brookline Bancorp, Inc. (NASDAQ: BRKL). Advisory services are only offered to clients or prospective clients where Clarendon Private and its representatives are properly licensed or exempt from licensure. Learn more about Clarendon Private by visiting www.clarendonprivate.com
About Havener Capital Partners
Havener Capital Partners is the premier sales and marketing agency dedicated to helping investment boutiques grow. Whether it’s elevating branding and marketing capabilities, securing investments from our network of RIAs and family offices, or coaching founders and their teams, we provide clients with specialized industry expertise and a time-tested framework that has raised over $8B for boutiques leading to more than $30B in follow-on AUM. More information is available by visiting www.havenercapital.com
Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184; T:781-535-6083