Loring, Wolcott & Coolidge

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At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation;... Read more

Headquarters

Employees

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President

David Boit

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Lauren E. Thompson (Jones)

Head Of Tax

Lindsay Schmidt

Head Of Trust Accounting & Client Reporting

Thomas Francione Ctfa, Aep®

Head Of Fiduciary Services

Head Of People And Culture

Head Of Investment Operations

Barry Livermore

Head Of Business Analysis & Development

Jessica Benjamin

Head Of The Sustainability Group

Katherine Allen

Loring Wolcott And Coolidge Trust

Chief Information Officer

Application & Data Architecture Specialist

Systems Administrator

Managing Director And General Counsel

Teams

Fiduciary Services

18 members

Finance and Tax Team

5 members

Investment Operations

6 members

IT and Systems Team

3 members

Leadership Team

4 members

Sustainability Group

3 members

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