Loring, Wolcott & Coolidge
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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;... Read more
Org chart
David Boit
President
David Boit
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Charlie Schmidt
Chief Compliance Officer And Regulatory Counsel
Lauren E. Thompson (Jones)
Head Of Tax
Lindsay Schmidt
Head Of Trust Accounting & Client Reporting
Thomas Francione Ctfa, Aep®
Head Of Fiduciary Services
Jamie Ghaffar
Head Of People And Culture
Alison Newcomb
Head Of Investment Operations
Barry Livermore
Head Of Business Analysis & Development
Jessica Benjamin
Head Of The Sustainability Group
Katherine Allen
Loring Wolcott And Coolidge Trust
Andrew Hickey
Chief Information Officer
David Jammalo
Application & Data Architecture Specialist
Joseph Wall
Systems Administrator
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