Bradley Dorman

Bradley P. Dorman is a co-founder, Managing Partner, and Chief Investment Officer of WhaleRock Point Partners, LLC, an independent investment-advisory firm headquartered in Providence, Rhode Island. He holds an A.B. in Economics from Harvard University (1984) and a law degree (J.D.) from the University of Wisconsin (1987). Earlier in his career he practiced law in Rhode Island, with a focus on tax and estate law, before transitioning into investment management more than two decades ago.

Before founding WhaleRock, Dorman was a Senior Vice President and Portfolio Manager at Bank of America Private Advisory Services and its predecessor banks, including Fleet Investment Advisors / Fleet Financial Group. In that role he managed roughly $550 million in high-net-worth and institutional portfolios and was responsible for asset-allocation decision-making, portfolio construction, and implementation. He carries the registered Investment Adviser Representative designation (CRD# 3045195) and has well over two decades of industry experience.

As CIO of WhaleRock Point Partners, Dorman oversees the firm's investment strategy — combining strategic and tactical asset allocation for clients that include families, endowments, foundations, and institutional investors. The firm operates from Providence and Newport, Rhode Island, and West Palm Beach, Florida.

Dorman is also active in the Rhode Island civic and nonprofit community. He currently sits on the Investment Committee of Swan Point Cemetery (since 2011) and has previously served on boards including the Heritage Trust of Rhode Island, Lincoln School, Roger Williams University, Picerne Military Housing, the Harvard Club of Rhode Island, and Justice Assistance.

• Operates as a discretionary investment manager / RIA, not as a startup investor — the "thesis" is portfolio construction for wealth clients, not deal selection for ventures.
• Emphasizes customized asset allocation combining both strategic (long-term) and tactical (shorter-term) positioning within client portfolios.
• Serves high-net-worth families, endowments, foundations, and institutions, with planning that integrates investment management, risk/wealth management, tax, and estate considerations (drawing on Dorman's legal background).
• No publicly stated angel/seed-stage investment thesis, check size, or startup sector focus was found; any such characterization should be confirmed directly with Mr. Dorman before relying on it.