Brad Dorman
Chief Executive Officer at WhaleRock Point Partners LLC
Profile
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.
Brad Dorman active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 2006-04-30 |
Former positions of Brad Dorman
| Companies | Position | End |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 2005-04-29 |
| Fleet Financial Group, Inc. | Corporate Officer/Principal | - |
Training of Brad Dorman
| Harvard University | Undergraduate Degree |
| University of Wisconsin | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 2 |
|---|---|
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 |
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