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Loring, Wolcott & Coolidge Trust, LLC Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

Loring, Wolcott & Coolidge Trust, LLC is a financial services firm specializing in wealth management. It is headquartered in Boston, Massachusetts, at 230 Congress Street, 12th Floor. The firm provides wealth management solutions based on an understanding of each client's goals, priorities, and values, and addresses needs such as inflation and taxation, financial legacy planning, long-term financial planning, routine financial matters, and philanthropic guidance. With a breadth of integrated services and expertise, the firm provides solutions for a range of individual challenges and supports clients in pursuing long-term objectives with confidence. The company employs 51-200 people and supports its services with a technology stack that includes Bloomberg, FactSet, SunGard, JSON-LD, Priority Hints, PHP, Yoast SEO, and Google Tag Manager.

Find Loring, Wolcott & Coolidge Trust, LLC employees' phone numbers or email addresses

Loring, Wolcott & Coolidge Trust, LLC Global Highlights

Location
Employees

North America
171

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  • United States Of America
    171

South America
1

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  • Brazil
    1

Loring, Wolcott & Coolidge Trust, LLC's Leadership

  • Chief Compliance Officer at Loring, Wolcott & Coolidge Trust, LLC
    B. O.
    Chief Compliance Officer
    Mobile Phone
  • President at Loring, Wolcott & Coolidge Trust, LLC
    M. W.
    President
    Mobile Phone
  • Partner at Loring, Wolcott & Coolidge Trust, LLC
    F. B.
    Partner
    Mobile Phone
  • Assistant Vice President, Finance at Loring, Wolcott & Coolidge Trust, LLC
    D. B.
    Assistant Vice President, Finance
    Mobile Phone
  • Esg Lead Of The Sustainability Group at Loring, Wolcott & Coolidge Trust, LLC
    Q. L.
    Esg Lead Of The Sustainability Group
    Mobile Phone
  • Principal at Loring, Wolcott & Coolidge Trust, LLC
    D. B.
    Principal
    Mobile Phone
  • Tax Compliance Assistant at Loring, Wolcott & Coolidge Trust, LLC
    M. B.
    Tax Compliance Assistant
    Mobile Phone
  • Trustee At Loring, Wolcott And Coolidge at Loring, Wolcott & Coolidge Trust, LLC
    D. W.
    Trustee At Loring, Wolcott And Coolidge
    Mobile Phone

Loring, Wolcott & Coolidge Trust, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Accounting
  • Banking
  • Community & Social Services
  • Information Technology
  • Other
  • Finance

Contact profiles from Loring, Wolcott & Coolidge Trust, LLC

Name
Title
Contact
Location
Last Update
  • Estates at Loring, Wolcott & Coolidge Trust, LLC
    L. A.
    Estates
    Mobile Phone
    Oct 16, 2024
  • Tax Advisor at Loring, Wolcott & Coolidge Trust, LLC
    R. F.
    Tax Advisor
    Mobile Phone
    Oct 22, 2024
  • Employee at Loring, Wolcott & Coolidge Trust, LLC
    M. C.
    Mobile Phone
    Sep 29, 2025

Frequently Asked Questions

What is Loring, Wolcott & Coolidge Trust, LLC known for?

Minus sign iconPlus sign iconLoring, Wolcott & Coolidge Trust, LLC operates in the Financial Services industry. You can contact Loring, Wolcott & Coolidge Trust, LLC's main corporate office by phone at
+1-617-523-****
. Explore Loring, Wolcott & Coolidge Trust, LLC's company overview page for more information.

What is Loring, Wolcott & Coolidge Trust, LLC's most common email format?

Minus sign iconPlus sign iconLoring, Wolcott & Coolidge Trust, LLC employees' email format typically follows the pattern of FLast@lwcotrust.com. Trying to find reliable and up-to-date employee contact data? Find more Loring, Wolcott & Coolidge Trust, LLC email formats with LeadIQ.

How many employees does Loring, Wolcott & Coolidge Trust, LLC have currently?

Minus sign iconPlus sign iconLoring, Wolcott & Coolidge Trust, LLC has approximately 115 employees as of August 2026. These team members are located across 2 continents, including North America and South America.

Who are Loring, Wolcott & Coolidge Trust, LLC's key employees and leadership?

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As of August 2026, Loring, Wolcott & Coolidge Trust, LLC's key employees include:

  • Chief Compliance Officer: B. O.
  • President: M. W.
  • Partner: F. B.
  • Assistant Vice President, Finance: D. B.
  • Esg Lead Of The Sustainability Group: Q. L.

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