What departments does Loring, Wolcott & Coolidge Trust, LLC have?

Loring, Wolcott & Coolidge Trust, LLC has employees across 10 departments including Legal, Operations, Analytics, Finance, Human Resources.

What is the largest department at Loring, Wolcott & Coolidge Trust, LLC?

The largest department at Loring, Wolcott & Coolidge Trust, LLC is Legal with 5 employees.

Where are Loring, Wolcott & Coolidge Trust, LLC employees located globally?

Loring, Wolcott & Coolidge Trust, LLC has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has Loring, Wolcott & Coolidge Trust, LLC's team size changed over time?

Loring, Wolcott & Coolidge Trust, LLC's team has decreased from approximately 103 to 97 employees based on available data.

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.

Loring, Wolcott & Coolidge Trust, LLC Global Highlights

North America
169

United States Of America
169

South America
1

Brazil
1

Loring, Wolcott & Coolidge Trust, LLC's Leadership

C. S.
Chief Compliance Officer And Regulatory Counsel
Mobile Phone
Email
M. S.
Chief Operating Officer
Mobile Phone
Email
B. O.
Chief Compliance Officer
Mobile Phone
Email
T. F.
Chief Fiduciary Officer
Mobile Phone
Email
J. B.
Head Of The Sustainability Group
Mobile Phone
Email
M. P.
Head Of People
Mobile Phone
Email
B. S. K.
Head Of Tax
Mobile Phone
Email
L. E. J. T.
Head Of Tax
Mobile Phone
Email

Loring, Wolcott & Coolidge Trust, LLC Employee Metrics

100%

50%

0%

2026

2025

Legal
Accounting
Banking
Community & Social Services
Information Technology
Other

Contact profiles from Loring, Wolcott & Coolidge Trust, LLC

Name

Title

Contact Info

Location

Last Update

J. G.
Head Of People And Culture
Mobile Phone
Email
United StatesMassachusetts
Jun 18, 2026
L. J.
Director Of Tax Head Of Tax Department
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
L. S.
Head Of Trust Accounting & Client Reporting
Mobile Phone
Email
United States
Nov 12, 2025
Q. L.
Director Of Esg, The Sustainability Group
Mobile Phone
Email
United StatesMassachusetts
Jun 18, 2026
J. K.
Managing Director And General Counsel
Mobile Phone
Email
United StatesMassachusetts
Jun 18, 2026
C. F.
Controller
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
J. R.
Controller
Mobile Phone
Email
UNITED STATES
Mar 01, 2024
M. G.
Assistant Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Jun 17, 2026
R. C.
Team Lead Of Investment Operations
Mobile Phone
Email
United StatesMassachusetts
Jun 18, 2026
R. W.
Administrative Services Team Leader
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025

Frequently Asked Questions

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

Loring, Wolcott & Coolidge Trust, LLC operates in the Financial Services industry. The company's main headquarters is located in 230 Congress Street 12th Floor Boston, Massachusetts 02110 United States; you can contact the 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?

Loring, Wolcott & Coolidge Trust, LLC employees' email format typically follows the pattern of . 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?

Loring, Wolcott & Coolidge Trust, LLC has approximately 117 employees as of June 2026. These team members are located across 2 continents, including North AmericaSouth America.

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

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

Chief Compliance Officer And Regulatory Counsel: C. S.
Chief Operating Officer: M. S.
Chief Compliance Officer: B. O.
Chief Fiduciary Officer: T. F.
Head Of The Sustainability Group: J. B.

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Loring, Wolcott & Coolidge Trust, LLC Employee Directory

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