Bradley P. Dorman, Esq. | Managing Partner

Focus Area: CEO/Chief Investment Officer

Education: Harvard University & University of Wisconsin

Brad is a founding partner and is currently the managing partner of WhaleRock Point Partners, LLC with 25+ years of experience. Brad specializes in Tax and Estate Law as well as being the firms CIO. Prior to founding WhaleRock, Brad 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.

Current Board Memberships:

Board of Directors, Harvard Club of Rhode Island 1994-Present

Investment Committee, Swan Point Cemetery 2011-Present

Former Board Memberships:

Trustee, Heritage Trust of Rhode Island 1992-1995

Trustee, Lincoln School 2000-2006

Trustee, Roger Williams University 2007-2009

Board of Directors, Picerne Military Housing 2007-2012

Treasurer, Harvard Club of Rhode Island 1994-2018

Board of Directors, Justice Assistance 2005-2019