Rosemary DaSilva Joins WhaleRock Point Partners, LLC

PROVIDENCE, RI – WhaleRock Point Partners, LLC, is pleased to announce that Rosemary DaSilva has joined the firm as Senior Portfolio Administrator. Rosemary brings more than 30 years of financial services administration, client service and operational experience to this rapidly expanding firm.

Most recently, Rosemary was an Assistant Vice President at U.S. Trust, Bank of America Private Wealth Management, where she worked with the group’s divisional senior management and was responsible for that team’s financial, administrative and compliance functions.

Prior to joining U.S. Trust, Rosemary was Assistant Vice President at Columbia Management Advisors, a subsidiary of FleetBoston Financial Corporation. There, she oversaw various financial, administrative and technical functions for investment advisors and their administrators.

Rosemary DaSilva

As a WhaleRock Senior Portfolio Administrator, Rosemary will be responsible for assisting portfolio managers with account performance and portfolio administration, as well as account rebalancing and client reviews.

“We are delighted to have Rosemary on board,” said Bradley P. Dorman, Managing Partner. “Her extensive background in the financial services industry will further complement and enhance our experienced team.  Her strong work-ethic and knowledge base adds to our seasoned group of professionals, most of who have worked together before.”

Prior to joining Columbia Management Advisors in 1999, Rosemary held positions at Fleet National Bank and Old Stone Bank. A resident of Cranston, RI, she is a trustee at the Cranston Public Library and a volunteer at Trinity Repertory Company and Ocean State Theater Company.

About WhaleRock Point Partners, LLC:  

Founded in 2006 to help a small group of high net worth families achieve their wealth management goals, WhaleRock has grown to manage more than $600 million in assets. Through a multidisciplinary investment approach focused on risk management, the company is committed to preserving its clients’ wealth while identifying investment opportunities suitable to meet their long term financial goals.

WhaleRock Point Partners, LLC, was created as an investment boutique to help protect the assets of families, endowments, foundations and institutional investors it serves, with measured growth through a disciplined investment approach. WhaleRock is an SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customized investment advice, asset allocation modeling and implements both strategic and tactical positioning within client portfolios.

 

The WhaleRock lighthouse was built in 1882 as a beacon of safety to guide 19th century mariners who navigated the unpredictable waters off the coast of southern Rhode Island. Today, the WhaleRock remains, as it has for centuries at the entrance to the west passage of the Narragansett Bay as a prominent landmark.

To find out more, please visit www.wrpoint.com.

Leave a comment

Avatar About the Author: The Rhode Island Small Business Journal is a printed monthly magazine and an online resource for the aspiring and start-up entrepreneur and small business owner.

previous arrow
next arrow
Slider