Loring, Wolcott & Coolidge
Katherine Allen currently serves at Loring, Wolcott & Coolidge Trust, LLC since March 2017, holding the title of Loring Wolcott and Coolidge Trust. Prior to this role, Katherine Allen worked at Milton Academy in the Deans' Office from August 2014 to March 2017. Earlier experience includes positions as an Associate and Junior Associate at Income Research & Management from September 2012 to August 2014, and as a Travel Operations Coordinator at EF Education First from September 2011 to October 2012. Katherine Allen earned a Bachelor of Arts in English Communications from Emmanuel College (Boston) between 2006 and 2010.
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.