Loring, Wolcott & Coolidge
Michael Gear, CFA, has over two decades of experience in investment management and accounting. Currently serving as an Assistant Portfolio Manager at Loring, Wolcott & Coolidge since July 2004, Michael evaluates and recommends equity investment actions for approximately 1,000 accounts while providing research support to 11 trustees. Prior to this role, Michael worked at JPMorgan Chase from August 1998 to July 2004, initially as a Fund Accountant, where responsibilities included calculating daily NAVs and processing trades, and later as a Sr. Fund Accountant, overseeing the accuracy of fund accountant outputs and liaising with clients. Michael holds a Bachelor of Science in Analytical Finance from Wake Forest University, earned in 1998.
This person is not in the org chart
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.