Loring, Wolcott & Coolidge Trust, LLC logo

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

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    B. O.
    Chief Compliance Officer
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    F. B.
    Partner
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    D. B.
    Assistant Vice President, Finance
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    Q. L.
    Esg Lead Of The Sustainability Group
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    D. B.
    Principal
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    D. W.
    Trustee At Loring, Wolcott And Coolidge
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    G. G. C.
    Investment Operations Specialist
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    J. L.
    Trust Advisor
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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
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    R. F.
    Tax Advisor
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    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Phone icon
    Sep 29, 2025

Frequently Asked Questions

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

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Loring, Wolcott & Coolidge Trust, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at . 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?

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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?

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Loring, Wolcott & Coolidge Trust, LLC has approximately 116 employees as of July 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?

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

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

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