Loring, Wolcott & Coolidge
Barry Livermore, MBA has worked in various financial and business analysis roles in companies such as SS&C Technologies, Liberty Mutual Insurance, BNY Mellon - Eagle Inv Sys, Investor's Bank & Trust, Fidelity Investments, and Loring, Wolcott & Coolidge Trust, LLC. Currently, Barry holds the positions of Head of Business Analysis & Development, Manager of Business Analysis & Development, Team Leader of Business Analysis & Development, and Senior Business Systems Analyst at Loring, Wolcott & Coolidge Trust, LLC.
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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.