Loring, Wolcott & Coolidge Trust, LLC Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

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.

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

Loring, Wolcott & Coolidge Trust, LLC Global Highlights

North America
163

United States Of America
163

South America
1

Brazil
1

Loring, Wolcott & Coolidge Trust, LLC's Leadership

A. H.
Chief Information Officer
Mobile Phone
Email
C. S.
Chief Compliance Officer And Regulatory Counsel
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
L. E. J. T.
Head Of Tax
Mobile Phone
Email
B. L.
Head Of Business Analysis & Development
Mobile Phone
Email

Contact profiles from Loring, Wolcott & Coolidge Trust, LLC

Name

Title

Contact Info

Location

Last Update

R. W.
Administrative Services Team Leader
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
F. W.
Records Management Lead
Mobile Phone
Email
United StatesMassachusetts
Nov 18, 2025
M. D.
Tax Manager
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
A. B.
Manager Of Investment Operations
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
Q. L.
Esg Lead Of The Sustainability Group
Mobile Phone
Email
Oct 23, 2024
E. D.
Impact Investing & Governance Specialist
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
J. R.
Senior Trust Advisor
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
R. S. M.
Senior Trust Counsel
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
B. S.
Senior Software Engineer/Solution Architect
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
M. G.
Senior Business System Analyst
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 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; 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 110 employees as of December 2025. 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 December 2025, Loring, Wolcott & Coolidge Trust, LLC's key employees include:

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

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