Loring, Wolcott & Coolidge
Joshua McCourt is a finance professional currently serving as a Research Analyst at Loring, Wolcott & Coolidge Trust, LLC since January 2023. Prior to this role, Joshua held various positions at Adviser Investments between June 2016 and December 2022, including Equity and Quantitative Research Analyst, Operations Analyst, and Operations Associate. Joshua gained earlier experience as a Financial Analyst Intern at Keystone Consulting Group NE from February 2016 to June 2016 and as a Summer Analyst at Cohane Capital Markets in the summer of 2015. Joshua earned a Bachelor of Science degree in Finance from Roger Williams University, where studies were completed from 2012 to 2016, and participated in the Envestnet Institute On Campus Scholarship Program in 2015. Education was initiated at La Salle Academy from 2008 to 2012.
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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.