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.

Loring, Wolcott & Coolidge

David Boit

Joseph Wall

David Jammalo

Andrew Hickey

Katherine Allen

Jessica Benjamin

Barry Livermore

Alison Newcomb

Jamie Ghaffar

Thomas Francione Ctfa, Aep®

Lindsay Schmidt

Lauren E. Thompson (Jones)

Charlie Schmidt

The Investment Operations team at Loring, Wolcott & Coolidge is responsible for the efficient execution of investment transactions and the maintenance of portfolio operations. This includes tasks such as trade execution, reconciliation of accounts, performance reporting, and ensuring compliance with regulatory requirements. This team works collaboratively to support portfolio managers and ensure the seamless implementation of investment strategies, ultimately contributing to the firm's goal of delivering comprehensive wealth management solutions.

Investment Operations

Fiduciary Services

Finance and Tax Team

Investment Operations

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Team members

Other teams at Loring, Wolcott & Coolidge

Fiduciary Services

Finance and Tax Team