Loring, Wolcott & Coolidge
Ryan Carey has a strong background in investment operations and client delivery management, currently serving as the Team Lead of Investment Operations at Loring, Wolcott & Coolidge Trust, LLC since January 2021. Prior to this role, Ryan worked at State Street from May 2015 to December 2020, where responsibilities included Client Delivery Management and various roles in operations processing. Ryan earned a Bachelor of Business Administration with a specialization in Finance from the Isenberg School of Management at UMass Amherst, completing the degree in 2016 after graduating with a High School Diploma from Wakefield Memorial High School in 2012.
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.