Loring, Wolcott & Coolidge
James Reddy is an experienced financial professional with a strong background in accounting and finance. Currently serving as Controller at Loring, Wolcott & Coolidge since July 2008, James has accumulated over a decade of expertise in financial management. Prior to this role, James was the Controller at Jeanne D'Arc Credit Union from January 2005 to July 2008, and held the position of Director of Financial Analysis at JP Morgan Invest, LLC from September 2003 to January 2005. James holds a Master of Business Administration (M.B.A.) in Finance from Babson F.W. Olin Graduate School of Business, earned between 1999 and 2003, and a Bachelor's degree in Accounting from Providence College, completed in 1991.
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.