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Loring, Wolcott & Coolidge Trust, LLC
Kerri Moore J.d., Ctfa

KC

Kerri Moore J.d., Ctfa

Trust Counsel at Loring, Wolcott & Coolidge Trust, LLC

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Manager

Charlie Schmidt

Chief Compliance Officer And Regulatory Counsel

Peers

Jonathan Korb

Managing Director And General Counsel

Michael Foos J.d., Ctfa

Trust Counsel

William W. Lane

Trust Counsel

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Timeline

Trust Counsel
April, 2023 - present
Trust Advisor
May, 2019
Trust Administrator
January, 2018
Assistant Estate Administrator
September, 2016

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