Loring, Wolcott & Coolidge
Devin W. is a skilled Public Equity Researcher and ESG Lead at Loring, Wolcott & Coolidge Trust, LLC, since May 2022, specializing in long-term equity research and the integration of fundamental and ESG data within a concentrated portfolio of 30 companies. Previously, Devin served as an Associate at FCLTGlobal, a capital markets research institution founded by McKinsey and BlackRock, and worked as a Consultant at FreshSight Ltd., a social consulting firm. Additional experience includes a role as an Economic Research Assistant at the Development and Policies Research Center (DEPOCEN) and as a Political Science Research Assistant at Northwestern University. Devin holds a Master’s degree in Public Policy from The University of Edinburgh.
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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.