Loring Wolcott & Coolidge Fiduciary Advisors LLP

Loring Wolcott & Coolidge Fiduciary Advisors LLP, also known as LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP, is a legally recognized Limited Liability Partnership in Massachusetts. With a work force of 90 people, it has 16 advisors to cater to its 47 clients. The company's SEC status is last reported as 'approved' and has been registered since August 1, 1994.

• AMORY LORING LOGAN

  PARTNER owns more than 5% but less than 10%

• AMY L. THORNTON

  PARTNER owns more than 5% but less than 10%

• CHARLES B SCHMIDT

  CHIEF COMPLIANCE OFFICER owns less than 5%

• CHARLES-FREDERICK DAVID BOIT

  PARTNER AND PRESIDENT owns more than 5% but less than 10%

• FREDERICK D. BALLOU

  PARTNER owns more than 5% but less than 10%

• GILBERT MORGAN RODDY

  PARTNER owns more than 5% but less than 10%

• HUGH L. WARREN

  PARTNER owns more than 5% but less than 10%

• JONATHAN L KORB

  GENERAL COUNSEL owns less than 5%

• LAWRENCE COOLIDGE

  PARTNER owns more than 5% but less than 10%

• NUSHIN KORMI

  PARTNER owns more than 5% but less than 10%

• PETER B. LORING

  PARTNER owns more than 5% but less than 10%

• ROBERT LEO DRISCOLL

  PARTNER owns more than 5% but less than 10%

• THOMAS APPLETON

  PARTNER owns more than 5% but less than 10%

• WENDY SHAW HOLDING

  PARTNER owns more than 5% but less than 10%

• WILLIAM ANDREW MIMS

  PARTNER owns more than 5% but less than 10%

• WILLIAM BARTLETT PERKINS

  PARTNER, COMPLIANCE PARTNER owns more than 5% but less than 10%

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• Acadian Asset Management LLC
• Hancock Natural Resource Group Inc
• Lowell Blake & Associates Inc
• TIAA Endowment & Philanthropic Services LLC

• Navigating the Tides of Change: How a Leading Advisory Firm Adjusted its Investment Strategy from Q4 2023 to Q1 2024
• Loring Wolcott & Coolidge Q3 2022 vs. Q4 2022 13F Holdings Comparison: Analyzing Changes in Top Holdings

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