Loring, Wolcott & Coolidge
Allison Sortino (Hall) is a seasoned professional with extensive experience in human resources and research. Currently serving as a Human Resource Generalist at Loring, Wolcott & Coolidge Trust, LLC since August 2017, Allison has also held roles as a Trust Accounting Specialist and Jr Records Project Analyst within the same organization. Prior experience includes positions as a Data Editor and Debriefer at Integrated Statistics, a Commercial Fisheries Observer at MRAG Americas INC, and various research assistant roles at Brown University and Roger Williams University. Allison holds a Master’s degree in Organizational Leadership with a focus on Human Resource Management from Northeastern University, a BA in Marine Biology from Roger Williams University, and a Paralegal Certification from Boston University. Additional educational experience includes participating in the SEA Semester program with the Sea Education Association.
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Loring, Wolcott & Coolidge
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; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.