Loring, Wolcott & Coolidge
Andrew Malin is currently working as an Investment Operations Specialist/Assistant Trader at Loring, Wolcott & Coolidge Trust, LLC since October 2022. Prior to this role, Andrew was an Investment Operations Analyst at PanAgora Asset Management from June 2019 to October 2022. Andrew also worked at State Street from June 2016 to June 2019, holding positions as ETF Fund Accountant - Senior Associate and AIS PE Fund Administrator - Associate II. Before transitioning into finance, Andrew gained experience as a Contractor/Summer Help at Malin Custom Home Remodeling. In addition to their professional experience, Andrew served as a Peer Minister at Xaverian Brothers High School and a Coach's Assistant at Xaverian Brothers High School Football Clinic. Andrew completed their Bachelor's degree in Finance at Providence College in 2016.
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.