WhaleRock Point Partners, LLC, Adds DaSilva to Team
Friday, December 05, 2014
WhaleRock Point Partners, LLC, announced that Rosemary DaSilva has joined the firm as Senior Portfolio Administrator. DaSilva has more then 30 years experience in financial administration, client service and operational experience to a firm that is rapidly expanding.
“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," said Bradley P. Dorman who is a managing partner.
Prior to joining WhaleRock, DaSilva was an assistant Vice President at U.S. trust, Bank of America Private Wealth Management.
GET THE LATEST BREAKING NEWS HERE -- SIGN UP FOR GOLOCAL FREE DAILY EBLASTWhaleRock Point Partners, LLC, was founded in 2006 to help a small group of high net worth families achieve their wealth management goals.
Since then, the company has grown to manage more then $600 million in assetts.
