Loring, Wolcott & Coolidge Trust corporate office is located in 230 Congress St Fl 12, Boston, Massachusetts, 02110, United States and has 51-200 employees.
loring wolcott & coolidge
loring, wolcott & coolidge
loring, wolcott & coolidge trust llc
loring , wolcott & coolidge trust llc
loring wolcott & coolidge office
loring , wolcott & coolidge
Departments
Number of employees
Finance
41
Legal
16
Information Technology
5
Operations
4
C-Suite
3
Human Resources
3
Engineering & Technical
1
| Location | People at location |
| North America | 51-200 |
Explore people who held key positions, contributed to Loring, Wolcott & Coolidge Trust's success, and advanced their careers.
Director, Tax Services at Nixon Peabody
Worked as Lead Tax Fiduciary Advisor
at Loring, Wolcott & Coolidge Trust (2012-2022)
Trust & Estate Plannin... at Sheehan Phinney
Worked as Associate General Counsel & Wealth Strategist
at Loring, Wolcott & Coolidge Trust (2017-2021)
Attorney at Eckert Byrne
Worked as Estate Administrator
at Loring, Wolcott & Coolidge Trust (2018-2022)
Vice President, Client... at Income Research + Mana...
Worked as Manager, Business Systems Analysis & Applicati...
at Loring, Wolcott & Coolidge Trust (2015-2018)
Associate at Goulston & Storrs
Worked as Trust Administrator
at Loring, Wolcott & Coolidge Trust (2016-2018)
Chief Compliance Offic... at Nixon Peabody
Worked as Chief Compliance Officer
at Loring, Wolcott & Coolidge Trust (2019-2023)
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Loring, Wolcott & Coolidge is dedicated to assisting families in achieving their financial goals both now and for future generations. They offer a range of services including estate planning, financial advice, tax planning, philanthropic strategies, and asset management, all tailored to the unique needs and aspirations of each family. The firm emph... Read More